A Valuable Resource for You

As a specialty provider to the non-profit industry, we believe our extensive expertise with non-profit organizations will allow us to deliver value to you that can best be provided by those who work with organizations such as yours on a daily basis. Your team members will have extensive non-profit experience and expertise and will be a valuable resource to you in many aspects of managing your non-profit organization.


Service Offered to Our Non-Profit Clients

• 990 preparation

• 990-PF preparation

• Audits, reviews, compilations and agreed-upon procedures

• Applications for tax-exempt status

• Consulting on transforming your 990 into a development tool

• Special events consulting regarding auction rules and regulations, temporary liquor        permits, gaming, raffles and cash controls

• Governance training in relation to the ORC and fiduciary duties

• Consulting and advisory services on governance, management, policies, and procedures

• Multi-state fundraising and operations

• Internal control evaluations

• IRS and Ohio Attorney General representation

• Non-profit mergers and dissolutions

• Non-profit software evaluation

• Non-profit formation

• Private foundation formation and application

• Consulting on non-profit accounting, bookkeeping and payroll accounting

• Activity analysis with regard to unrelated business income and tax

• Employee vs. independent contractor analysis

• Fiscal sponsorship and agency arrangements

• Lobbying activities

• And more….