Non-profit Organizations

Ensuring Our Clients' Ability to Serve Their Constituencies

Leaders of not-for-profit entities already know that many of the same business principles practiced in the corporate world apply equally to their organizations. But in addition, they also must satisfy the requirements of governing boards, contributors and other stakeholders. As a result, not-for-profits often require a specialized and distinct level of accounting expertise.

Our not-for-profit practice is known for providing sound advice, thorough oversight and a deep understanding of the special needs of associations, foundations, religious organizations and other not-for-profit entities. At Bert Smith & Co., we serve as a financial adviser to help clients maximize their federal resources and minimize risks associated with grant programs. We often assist in other strategic areas, such as cost negotiations, establishing controls and reviewing documentation to ensure compliance with grant specifications, and advising on financial system design, setup and computerization. We also assist with:

• Indirect cost and grant award negotiations with federal resources;
• Annual financial statement audits; and
• Exempt organization tax returns.

Please contact us for additional information about our firm and the many ways we can help you achieve your goals.