ACHIEVE SUCCESS WITH YOUR
NOT-FOR-PROFIT
SERVICES
TAXES-Tax preparation includes federal, state, or local tax returns. Tax advisory service includes analyzing financial and tax problems, formulating solutions and making recommendations designed to provide advice on taxation for clients ranging from individuals to business.
AUDITS-conducting an audit even when not required by law can help a non-profit be eligible for funding.
REVIEWS-Reviews provide a more limited assurance on the accuracy of your financial statements than audits.
NOT-FOR-PROFIT SUPPORT
BOARD MEMBER CONSULTING
Being a member of a organization’s board is a highly sought after position by many
professionals. If you have been selected to be a board member of a not-for-profit (NFP)
organization, it means you care about their purpose and mission. Your role as a
board member is a critical one. Board members are the fiduciaries who steer the
organization towards a sustainable future by adopting sound, ethical, and legal governance
and financial management policies, as well as by making sure the nonprofit has adequate resources to advance its mission. We provide you with Non-For Profit Governance Training as a board member.
STRATEGIC PLANNING
One of the most important responsibilities of the board is to set and oversee the implementation of specific, measureable, strategic objectives the NFP plans to achieve to carry out its mission. The strategic plan is the bridge between the vision and accomplishing the mission.
Strategic planning should be conducted separately from regularly scheduled board meetings.
BUDGET & STRATEGY
Strong ethical and fiduciary oversight by those charged with governance of a NFP is imperative to maintaining the public’s trust. Supporters have the expectation that their contributions will further the NFP’s mission.