The experienced professionals of our Not-for-Profit Service Team work with more than 150 not-for-profits with diverse missions and purposes. We’re committed to service that goes above and beyond traditional accounting needs, such as offering recommendations that strengthen internal controls and maximize board and donor relationships.
Regardless the focus of your exempt organization – arts, education or service focused; or a museum, association, community center or house of worship – our mission is to help you fulfill yours. We directly align ourselves with your mission, allowing us to offer meaningful guidance and strategic solutions that help you identify opportunities in all facets of your unique organization, including:
Financial Accounting & Advisory Services
- Financial statement audits, reviews and compilations
- Management and compliance of funding sources
- Board governance, including audit committee oversight and Code of Ethics design
- Fraud audits
- Operational reviews
Tax Compliance & Planning Services
- Form 990 preparation
- Applications for exempt status
- Unrelated business income tax
- Public charity status
- Political contribution excise tax
- State filings
Trust our dedicated team to meet the needs of your exempt organization. For more information on our not-for-profit services, download our brochure and contact Becky Phillips, CPA, CFF, CFE, Not-for-Profit Services Director, 502.882.4321.