Sigma Delta Tau is grateful for the partnership with Blue and Co. for our auditing needs. The team is outstanding to work with and they each take the time to understand and support our organization. We have been impressed with the level of knowledge about our specific industry as well as nonprofit association accounting. As a result of this, we feel we have been able to improve many aspects of our operations.
We’re here to help.
It’s simple, really. You want someone who is going to compare apples to apples and oranges to oranges. Sure, there are some similarities, but a construction organization is going to face significantly different challenges than those of a dental practice. We get that.
We select and train our team members based on that understanding, and we pride ourselves on knowing your business inside and out.
- Melissa Kish, Executive Director
Sigma Delta Tau Society
“We have had very positive experiences with Blue & Company as our audit team. I use the word “team” intentionally, they feel like an extension of our staff. They are responsive, proactive and have ensured that our audit process is smooth and successful. They always take time to walk our staff and volunteer leadership through any questions that arise so that we can better support our mission work. I highly recommend working with Blue & Co.”Ashley Krieg Byrd, Executive Director
Alpha Omicron Pi Foundation
“Blue has provided our audit and tax services for over 15 years! During all this time, they have continued to offer a phenomenal level of customer service. Blue has conducted a thorough audit that culminates in a well-organized presentation to our Board, recently adding comparable metrics in the presentation to the Board. Blue has suggested meaningful steps to tighten internal controls while not overloading our small staff with unnecessary levels of work. Blue keeps us informed of upcoming changes to accounting standards well before we need to implement the standards, allowing us time to plan.
Blue’s staff is always available to provide advice on items unique to our situation.
Finally, we believe that Blue’s services are a good value. As due diligence, we have reached out to other audit firms for proposals over the years. We continue to remain with Blue! This is due to the tremendous quality and value of their services.”Beth Opell, Director of Finance
“Blue & Co. is our trusted partner for audit and tax services. Over the years, the professionals at Blue have become an integral part of our donor stewardship team. By working with us to ensure the integrity of our financial statements, they help us safeguard our donors’ generous investments and empower our board of directors to fulfill its fiduciary responsibilities. We highly recommend Blue & Co. to any not-for-profit organization.”Roberta Knickerbocker Jaggers, President
The Indianapolis Public Library Foundation
“We previously used an accounting firm who didn’t understand our business or how to accomplish what we needed. I spent most of my time managing and figuring out the accounting of the business, leaving only a small amount of time for operations and growth. I realized I needed a partner capable of handling our accounting needs and came to Blue and Co. Since taking over our accounting review and filling needs, I am now able to focus on expanding the profits of our business because I can spend more than 90% of my time on business growth. They quickly learned all about what we do and why and became more than an accounting partner with the many talented personnel they have in so many facets of business. They provide accurate results in their accounting review, spot-on consulting new and old ideas. They provide the most educational webinars and information on day-to-day accounting needs and changes. They process filings in a timely manner, proactively address any issues, and thoroughly understand our business and how to help it grow.”Pascal Fettig, President & CEO
Mental Health America of Boone County
“Blue & Co has been our audit firm for a number of years. Their team is professional, knowledgeable, and responsive. We have relatively complicated needs – and the Blue team takes this all in stride!”Julie Goldsberry, Senior Financial Controller
Alpha Chi Omega Fraternity, Foundation and National Housing Corporation
“The team at Blue & Co. has exceeded every expectation. It is rare that firms treat you like their only client and the fact that Blue & Co. does is why we believe our partnership will last. As a new non-profit in town, moving for the first time in our 130 year history, lots of change was happening in our world. It is a breath of fresh air to have a group of talented professionals always available for the many things that arise when running a business. If you are not a client, you should be – you won’t regret it.”Jerod Breit, Executive Director and CEO
Delta Chi Fraternity
“Blue and Co has provided audit services for the Indiana Corn Marketing Council for a number of years. Our client service team is knowledgeable, provides quality service, and always meets our tight reporting deadlines. We appreciate the value-added services and updates on accounting and industry developments provided to our management team and Board of Directors. They have done a good job presenting complicated financial information in a concise and interesting manner. We appreciate their role in helping us meet our fiduciary obligations.”Chantel Rammel, Chief Operating Officer
Indiana Corn Marketing Council
“The friendliness and professionalism displayed by the Blue & Co. team during our audit is first class. We feel like there is a true partnership between Blue & Co. and Manar, Inc. Keep up the good work.”Larry Johnson
“The team we work with at Effingham Equity has always been extremely helpful and knowledgeable in the agriculture industry and has provided valuable guidance and feedback on top of a quality audit delivered each year.”Bruce Vernon
By Cory Schunemann, CPA, Manager at Blue & Co. Indiana’s 2023 Senate Enrolled Act (SEA) 417 made another change to the sales tax collection requirements for not-for-profits after 2022’s SEA 382. Not-for-profits with taxable retail sales in excess of $100,000 in the current or prior year are now required to collect and remit sales tax. […]
The new Medicare Bad Debt template (Exhibit 2A) and S-10 template (Exhibit 3B and 3C) have been finalized by Medicare and are now required for cost reporting periods ending on or after September 30, 2023. This deadline is quickly approaching, and Blue & Co. wants to be sure you are prepared. If you are feeling […]
By Emilie Knieriem, CPA, Senior Manager at Blue & Co. Tax-exempt hospitals provide community benefits for many reasons. In order to understand those reasons, we should first define what community benefits are and how they benefit community need. Community benefits are programs and services designed to improve health in communities and increase access to health care. […]
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