Not-for-Profit

NotforProfit

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Recent economic conditions have substantially impacted nonprofit organizations of all sizes. Nonprofit boards and finance committees are continuously looking for innovative funding solutions to sustain their organization while program needs are increasing.

Dalby, Wendland & Co., P.C., has considerable expertise in helping nonprofit groups find efficiencies, address current needs, and plan for the future. Services our nonprofit experts can provide include:

Tax Services

  • Consultation, preparation, and filings of Form 990 Series
  • Securing and maintaining tax exempt status
  • IRS audit support
  • Unrelated trade or business income consultation, preparation, and filings

Accounting Services

  • Bookkeeping services and consulting
  • Payroll processing and filings
  • Financial statements, reporting, and management reports
  • QuickBooks set-up, training, and consulting 

Consulting Services

  • Financial policies and procedures review/documentation
  • Organization planning, financial projections, and budgets
  • Entity set-up and organizational structure
  • Cash flow management
  • CFO services

Audit & Assurance

  • Financial statement audits, reviews, and compilations
  • Internal control reviews
  • Operational audits
  • Fraud investigations and risk management
  • Employee benefit plan audits
  • Agreed-upon procedures