Non-Profits & Tax Exempts

Our team understands that non-profit organizations face unique challenges, and we’re prepared to help you overcome them. Not only will we help you develop or adjust your financial strategies to get maximum value from what can sometimes be limited resources, we can also help you clearly communicate with donors and potential donors about how their funds are being used.

As a preferred service provider for the Nonprofit Association of the Midlands, a collaboration of over 150 nonprofit agencies, our team will work hard to understand your organization’s mission and goals. We’ll then help you develop a customized approach that will maximize and protect your resources.

Here are just a few of the ways we can help:

Audits and reporting requirements
Accounting and pre-audit consulting
Fund accounting
Nonprofit tax and related reporting issues
Needs analysis and regulatory filings
Budget and cash flow projections
Audits of employee benefit and retirement plans
Grant administration and compliance
Assistance and evaluation of public charity accountability standards
Preparation of compliance documentation for tax-exempt bond financing
Monitoring changing standards affecting nonprofit organizations