Not-for-Profit Organizations

Our areas of specialization include:

  • CFO, Controller and bookkeeping services
  • Preparation of financial statements in accordance with Statements of Financial Accounting Standards, #116 and #117
  • Setting up proven charts of accounts to track:
    • Unrestricted, temporarily restricted and permanently restricted contributions
    • Unrestricted, temporarily restricted and permanently restricted net assets
  • Release of restricted net assets
  • Board-designated net assets
  • Sponsorships
  • Grant reporting
  • Agency transactions
  • Fundraising costs
  • Receiving pledges
  • Capital campaigns and other fundraising events and campaigns
  • Audit preparation in accordance with government auditing standards and the Office of Management and Budget Circular A-133
  • Budgeting and forecasting
  • Contributed services
  • Construction financing
  • Reporting of related entities by not-for-profit organizations
  • Management multiple funds (endowment funds, deferred gift instruments, donor restricted funds)