Services
Accounting and Assurance Services, including:
- Audits, reviews and compilations (including A-133)
- Agreed-upon procedures
- ERISA audits and recordkeeping
- New accounting standards assistance
- Audit preparation services
- General business consulting
- Internal audit outsourcing services
Tax Compliance and Advisory Services, including:
- Information and tax return compliance
- Redesigned 2008 Form 990 consulting
- Federal tax assistance, including UBI studies, exemption applications, transactional analysis and joint venture consulting
- IRS and state audit support and compliance checks
- State and local tax assistance, including nexus determinations, filing requirements, unclaimed property consulting and sales and use tax matters
- Alternative investments including annual compliance
- Governance/policy matters including intermediate sanctions and conflicts of interest
- Board/Audit Committee education
Technology Advisory Services, including:
- Not-for-Profit software implementation and support
- New software selection services
- Network support services
- Productivity and process improvement
- Project Management
- Technology planning, security planning and assessments
Business Advisory Services, including:
- Forensic accounting services
- Internal control reviews
- Litigation and support services
Employee Benefit/ Executive Compensation Services, including:
- 403(b) and 401(k) plan design, consulting and administration
- Open architecture investment platform
- Employee education programs
- Deferred compensation including 457(b) and 457(f) design and consulting
- Compensation studies
Creative Financial Staffing, including:
- Temporary and permanent staffing services