Our team of CPAs and consultants specialize in the not-for-profit sector – they’re not “on loan” from any of our other departments during their slow periods. Team members receive continuous training throughout the year on technical concepts, such as classification of net assets, operations review and improvement, tax developments, and cost control measures – all as they relate to your not-for-profit organization.
Our approach to financial statement auditing is based on the expertise we have developed from providing audits and services to numerous nonprofit organizations. With this experience, we are able to address the specific issues that are unique to your nonprofit organization.
Successfully managing your investment funds in today’s environment is becoming increasingly challenging and complex. Many organizations are relying on the financial performance of their investment portfolio to meet current and future needs. By applying our five-step strategic planning process, we can help your not-for-profit organization meet your financial objectives. This planning process helps to ensure that all aspects of your investment program follow a well-conceived and understandable strategy. Moreover, we can assist you in reducing management, custodial, and brokerage fees.
Whether your nonprofit organization is planning new construction, buying or leasing, expanding or downsizing, Plante Moran CRESA can provide you with the best solutions to meet your immediate and long-term real estate needs.
We can assist you through a not-for-profit strategic planning process that enables you to better understand the relationship between your resources and your vision. This process considers your established purpose and your challenges in aligning your resources with your purpose and values, and then creates strategic plans to help your not-for-profit organization achieve your goals.
Keeping you informed of recent and proposed tax legislation that may have an impact on your organization is our not-for-profit tax team's number one priority. Our goal is to help you become more financially viable through insightful tax planning and perceptive suggestions for improvements.
Plante & Moran has helped large and small nonprofit organizations make effective technology decisions. Our nonprofit consultants do not sell hardware or software; we’re uniquely qualified to provide objective advice and second opinions.
