- Sector expertise
Charitable Organizations
Foundations
Educational Institutions
Healthcare Providers
How we help
We provide strategic tax planning and compliance services to help non-profit organizations maintain their tax-exempt status and ensure compliance with all relevant regulations. Our experts stay up-to-date with the latest tax laws and regulations to provide proactive advice and optimize your tax position. We assist with Form 990 preparation, unrelated business income tax (UBIT) planning, and other tax-related needs.
Our team offers comprehensive financial reporting and assurance services, including audits, reviews, and compilations. We ensure that your financial statements are accurate, compliant, and provide the transparency needed to build trust with stakeholders. We also assist with single audits and other compliance-related reporting requirements.
We assist non-profit organizations in developing and managing their budgets, ensuring that financial resources are allocated effectively and efficiently. Our experts help you plan for future growth, optimize your financial operations, and achieve your strategic objectives. We also provide guidance on reserve policies, endowment management, and other financial planning needs.
Our grant management services help non-profit organizations secure, manage, and report on grants and other funding sources. We provide expert guidance on grant applications, compliance, and reporting to maximize your funding opportunities and ensure accountability. We also assist with cost allocation, indirect cost rate calculations, and other grant-related needs.