NOT-FOR-PROFIT ORGANIZATIONS

Advice to Better Achieve Your Mission

Transparency. At Bond Beebe, we deliver the financial services needed to help efficiently support your cause. Our firm provides audit, tax and advisory services to over 200 not-for-profit organizations. Our experienced professionals provide ideas to help work toward achieving your mission.

Our Non-Profit Oriented Services Include

  • Audits | Yellow Book & A-133 Audits
  • Employee Benefit Plan Audits
  • Internal Control Studies & Fraud Prevention
  • Agreed-Upon Procedures
  • Outsourced Accounting Services
  • Fractional CFO & Controllership
  • Board Member Financial & Regulatory Training
  • Form 990 & 990-T Return Preparation
  • Survey Data Collection & Independent Evaluation
  • Exempt Status Applications
  • Consultation on Governance Issues
  • Unrelated Business Income Tax (UBIT) Issues
  • Human Resource Consulting
  • Lobbying Regulations & Taxes
  • Overhead and Indirect Costs Allocations
  • Balloting & Screening of Data for Accuracy & Confidentiality
  • Verification of Member Benefits
  • Political Action Committees & Federal Election Campaign Requirements

Advisory Relationships

Insight. With Bond Beebe you not only get an accountant to provide financial reporting and tax filings; you retain an advisor to provide fresh ideas and insights. We work with clients to make sure their reporting systems are accurately capturing and reporting the details of their financial transactions. When we present results, we explain the impact of signifigant items to help your team understand the implications and aid them in their decision making process. Our staff have personal experience in leadership or board positions with a variety of not-for-profit organizations. This enables us to bring practical advice to help you tackle the critical issues you face.

Training. We work to help you demonstrate the success of your mission and make you as attractive as possible to potential donors. We realize not all board members have the exposure in governance, regulatory and transparency issues that our team has gained from years of experience. We can train board members, individually or in a group setting, and aid in their decision making processes.

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