Non-profit Organizations

Solid Reporting Solutions

columnThe Kalifeh Bedsole Adams team has the expertise, the experience and the desire to serve alongside our non-profit clients. We understand that your goals and reporting requirements are different from our corporate clients. We take pleasure in understanding your mission and working to serve you, as we provide the services you need. Our team members who work with our non-profit clients are well trained in the unique nuances of non-profit accounting and can offer a wide range of services. We have years of experience performing audits and other assurance services that are in complete compliance with uniform standards for the industry. As we work through our audit and assurance projects, we routinely look for ways to add value to the compliance services by offering advisory services throughout the project. Our tax compliance professionals are well versed in the issues impacting non-profit tax reporting such as unrelated business activities, fundraising, allocation of functional expenses and the appropriate compensation disclosures. We can also take work off your plate by outsourcing, some or all, of your accounting responsibilities to us. The more we can do to help you, the more time you will have to focus on advancing your mission and serving the needs of others. All of our services are being provided to a diverse clientele group which includes but is not limited to health and welfare organizations, religious organizations, unions, civic organizations, arts and cultural organizations and private clubs. If you have a financial need, we have a solution for you.

Services Provided

Audit & Assurance

  • Audits
  • Reviews
  • Compilations
  • Agreed Upon Procedures
  • Compliance reporting

Tax Services

  • Preparation of 990
  • Elections and tax positions
  • Payroll tax returns

Advisory Services

  • Financing transaction consulting
  • Acquisition Advisory
  • Capital formation
  • Financial statement reporting
  • Litigation support
  • Budget and forecasting
  • Valuation services
  • Obtaining equity and debt funding

Accounting Services

  • Chief financial officer/controller role
  • General Accounting
  • All bookkeeping services
  • General ledger clean-up
  • Payroll and payroll tax filings
  • QuickBooks consultation