Without a strong mission, you don’t have a strong organization. It is also true that, without a strong business model, your organization cannot be as effective in delivering on its mission.
While you focus on your organization’s mission, our team of accountants and consultants experienced in serving not-for-profits can help you develop the sustainable business model you need. More than 1,000 not-for-profits including arts and cultural institutions, foundations, private education organizations, religious organizations, social service agencies, and trade and professional associations depend on our specialized not-for-profit team.
The team has the comprehensive set of skills your organization needs as well as a sense of commitment to the not-for-profit world. You can depend on our professionals to help you cut costs, improve efficiency, harness technology, optimize assets, and secure community development funds, as well as deal with issues like board governance and strategic planning.
By working closely with your organization and fully understanding its goals, our professionals can deliver a tailored audit, tax, and consulting program for your organization that will define your risks and provide actionable recommendations, as well as timely advice.
Staying on course
Quality data can translate into eloquent effective explanations and well-informed decision making.
Your organization’s audited financial statement is a powerful storyteller when it comes to talking with donors and funding agencies. Therefore you will appreciate how our auditors present all relevant and required information in a clear, concise format and take the time to translate their findings into understandable language so that your organization can effectively use the data to develop strategies and make decisions. Also our auditors specializing in A-133 single audits understand the required reporting demands that come with federal funds and have a methodology that makes the process as easy as possible.
Protect your tax exempt status with careful tax planning and compliance.
Your tax exempt status comes with certain limitations and requires careful reporting and compliance. In this era of intense public scrutiny your returns can be used to judge your accountability to your mission. And funders often look closely at them for clues to your sustainability. You will appreciate that our not-for-profit team will keep you informed of proposed changes to tax legislation and the impact they can have on your organization. Our tax experts also can help you minimize the tax effect of unrelated business income activities.
Are you getting the value you expect from your IT spend?
Our information technology team can assess your situation and develop an IT strategy that will help you get the most value from your existing systems, schedule upgrades, and purchase new systems when necessary. The goal is to avoid missteps and take a long view so that you are continually building a system that will serve you now and into the future.
Are you looking to lease, buy, or build new space?
We have real estate advisors who will serve as your advocate and make sure that you get the space you need for the best value possible. Our advisors are independent. They don’t represent landlords, developers, architectural firms, or construction companies. They represent you. They can help you avoid risks and leverage a full range of alternatives.
Do you have a disciplined investment management process?
The institutional investment consultants of Plante Moran Financial Advisors (PMFA) can help you develop an investment process designed to support your short-term and long-term goals and objectives. They will walk you through a prudent, five-step process that follows the fiduciary code of conduct and takes the emotion out of decision making while giving you the peace of mind that you have taken all the right steps to ensure the viability of your organization’s funds.
85+ years of service
200 professionals serving not-for-profits
1,000 not-for-profit clients