CPAs FOR NONPROFITS

Our mission is to help you achieve your mission.

ABOUT US

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“In every service we perform and every nonprofit sector we work with, our goal is to make sure you understand what is needed to help your organization move forward. Since we only work with nonprofit organizations, everyone on the team is an expert in the everyday issues and challenges of your organization. We are here for you.”

We are here for:

  • Advocacy organizations giving voice and action to a cause
  • Arts organizations providing a place for expression through music, dance, theatre, film or the various forms of media in the arts
  • Community development organizations revitalizing our communities and providing our neighbors with opportunities to succeed
  • Educational organizations from Head Start and other early childhood learning through the many forms of K-12 education (charter or independent schools) and educational support opportunities
  • Foundations providing the funding for worthy causes; Health care organization providing medical or mental health care for seniors and low-income/low-wealth families
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  • Housing organizations dedicated to providing affordable housing opportunities for seniors and low-income/low-wealth families
  • Religious institutions providing a place for the expression of faith
  • Social service agencies providing the safety net for children and youth, senior citizens and low-income/low-wealth families. We are here to assist you with your auditing, accounting, financial consulting and education needs so that you can concentrate on your mission.

services

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Auditing

Reviews And Compilations

Outsourced
CFO Service

Tax-Exempt Services

Special Services for “Micro”
and Start-Up Nonprofits

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Auditing

We perform financial and compliance audits including audits under the Uniform Guidance (Single Audits) and Government Auditing Standards (Yellow Book audits). Our experience areas for single audits include the Departments of Education, Health & Human Services, HUD, Justice, Environmental Protection Agency, Treasury, Commerce, and Labor. We also perform audits based on additional compliance requirements including the Legal Services Corporation, the City of Philadelphia Subrecipient Audit Guide and program audits for the Pennsylvania Department of Community of Economic Development.

We are committed to performing these services efficiently with the use of our online project management system that keeps everyone informed about where the audit process stands and with the use of paperless auditing software. We identify potential risks relating to properly recognizing revenue, small staffs, management override of controls, and credit cards, to name a few. We work with management and Finance and Audit Committees to address concerns seen throughout the year. We approach our audits in a manner such that organization gain insight into their processes and make improvements to better understand their financial metrics and how they affect operations and the ability to communicate what is needed from funders.

Our last peer review continues with a Pass and no comments.

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Reviews and Compilations

Audited financial statements are not always required so we also provide reviews and compilations. A review is substantially less in scope than an audit and a compilation provides no level of assurance, however, both of these services benefit from an expert knowledge base about nonprofit organizations. There are new standards relating to these services so help us explore if this service level fits your needs.

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Outsourced CFO Service

We understand that often nonprofit organizations cannot afford a full-time CFO. With our specialized staff, we provide services that build on the basics of simply recording transactions. We use analytical tools and build off of the basic information in your accounting system to help you with:

  • Financial reporting
  • Budgeting and forecasting
  • Cash management
  • Financial metrics for management, Boards and funders
  • Board financial literacy
  • Accounting staff training
  • Benchmarking

We also provide accounting services through Intacct (www.intacct.com) and Quickbooks.

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Tax-Exempt Services

Tax exempt services include everything from the initial application for tax exempt status to re-institution of tax exempt status if lapsed. We provide the following:

  • Preparation of Form 990, 990PF and 990-T
  • Application for tax exempt status with Form 1023 or 1024
  • Sales tax exempt applications
  • State charitable registration filings
  • Re-institution of lapsed tax exempt status
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Special Services for “Micro” and Start-Up Nonprofits

Contact us for details about these NEW services for your organization.

Nonprofit Sectors

CHILDREN & YOUTH

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Social Service

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ARTS & CULTURE

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FOUNDATIONS

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News

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Our  Team

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CPA, MBA – Managing Principal
CPA - Senior Audit Manager
CPA, CGFM, MBA – Manager
CPA - Senior Accountant
CPA, CFE – CONSULTANT
Staff Accountant
Client Services Administrator
Senior Accountant