Non-Profit Accounting & Consulting Demonstrate Financial Responsibility, Achieve Financial Success

Our CPA firm has a thorough understanding of the importance of the many factors that determine the success of your organization, including funding from federal and state agencies, as well as individual and corporate donations and compliance regulations. Our experience allows us to provide you with innovative solutions that meet the needs of your organization. Our purpose is to balance your financial needs with the needs of the community you serve.

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Non-profit organizations of all sizes continue to expand as a major part of the economy, and it is increasingly important for the leaders of these organizations to be informed about their responsibilities as they manage their staff, fundraisers and volunteers. Members and donors require more and more transparency and accountability from non-profit organizations, while concurrently, the accounting and tax rules related to non-profits are becoming more complex than ever.

We continually monitor industry changes, regulations, accounting standards and market trends. In addition to providing you with accounting services and advice, our experience working with non-profit organizations allows us to assess and evaluate your priorities and develop programs, processes and procedures to help you run your organization successfully.

Accounting Systems

• Accounting system review and evaluation
• QuickBooks® Premier Non-Profit Accounting System setup and training
• SAGE MIP Fund Accounting System implentation, training and support

Accounting Services

• Outsource CFO/Controller services for financial operations and budget compliance
• Monthly accounting management services
• Financial statement preparation
• General ledger assistance
• Regulatory reporting assistance
• Operating and grant budget assistance
• Strategic and financial sustainability planning

Audit and Attest Services

• Annual audit in accordance with Government Auditing Standards or Federal Single Audit Act and Florida Single Audit Act
• Annual review in accordance with statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants

Tax Services

• Form 990, Return of Organization Exempt From Income Tax Preparation
• Representation before statement departments of revenue and other governmental agencies
• Form 1023 Application for Recognition of Exemption
• Public inspection requirements
• Functional expense reporting assistance
• Political activity management
• Donation reporting requirements

For more information, please contact nonprofitinfo@saltmarshcpa.com.