Not-for-Profit & Association

Our Not-for-Profit & Association Industry Team is among the largest providers of professional services to not-for-profits in Northern California. We have experience with charitable organizations, trade and professional associations, private and charter schools, cooperatives, volunteer health and welfare organizations, and private clubs. We offer these organizations services in:

Assurance Services

• Financial Audits
• Compliance Audit in Accordance with OMB Circular A-133
• Operational Audits
• Reviews and Compilations

Tax

• Preparation of Non-Profit Returns
• Consultation Regarding Unrelated Business Income Tax
• Tax-Exemption Applications and Advice
• IRS and FTB Audit Representation
• For-Profit Subsidiaries

Accounting

• Monthly/Quarterly Bookkeeping
• Temporary Controllership
• Budgeting & Cash Forecasting

Consulting

• Management Software
• Assistance with Alternate Revenue Sources, Strategic Planning, and Financing
• Surveys
• Board Presentations
• Training Seminars

Community Involvement

Not-for-Profit & Association Affiliations