Nonprofit / NGO’s

The CFS serves nonprofit clients through a full range of service offerings that help organizations implement best practices in tax and financial management strategy. Through our understanding of the unique challenges and financial needs of nonprofit organizations, we develop innovative and reliable solutions that meet compliance standards while improving organizational effectiveness. We have provided accounting services to both established and new associations, community foundations, charities, societies, and religious organizations.

  • Application for exempt status and registration filings
  • Financial reporting requirements
  • Accounting processes and systems implementations
  • Compliance and financial audits under OMB Circular A-133
  • 403(b) plan full and limited scope audits
  • Federal, state, and local tax compliance
  • Unrelated business income tax compliance and consulting
  • Informational returns 990, 990-T and 5500
  • Investment and reserve policies
  • Grant funding and reporting
  • Investment and reserve fund policies
  • Budgeting and forecasting
  • Cost allocations
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