Partner in Charge - Kathy Hostetler, CPA
Not-For-Profit organizations are critical to the long-term success of our community. Without them, many dreams and goals would go unfulfilled. Yet these organizations are required to meet increasingly complex management challenges with ever tightening resources.
Our staff is trained and experienced with the unique structure and operations of tax-exempt entities. We implement solutions for clients that maximize the organization's resources in order to meet regulatory needs and ensure sound fiscal footing. This focus, along with our broad client base--cultural, social, private foundations, churches, trade associations, and many more--provides us with a large pool of expertise to draw from to better serve our clients.
To ensure that our clients are informed about issues that govern or regulate not-for-profit organizations, we distribute the Nonprofit Observer, a quarterly newsletter targeted to address those issues. We also have the Nonprofit GPS, a blog focusing on the not-for-profit community and is updated every Tuesday.
Services:
Financial Statements
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Financial Statement Audits
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Single Audit Reporting
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Yellow Book Audit Reporting
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Compliance Reporting
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Program-Specific Audits
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Financial Statement Reviews
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Financial Statement Compilations
Agreed Upon Procedures
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Study of Internal Control Structure
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Cost Allocation Analysis
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Functional Expense Allocation Analysis
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Fundraising Cost Allocation Analysis
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Operational Reviews
Accounting
- Monthly, Quarterly or Annual Accounting
- Payroll Calculation and Report Preparation
- Depreciation Calculation and Record Maintenance
- Computer Consultation
- Computer Implementation and Feasibility Studies
Taxes
- Income Tax Planning and Consulting
- Tax Return Preparation
- Exemption Application Filing and Consultation
- UBTI Issues
Board Issues
- Board Presentations
- D&O Insurance Analysis
- Board Responsibility Presentations