Not-for-Profit

We are your biggest advocates.

Your organization is here for a reason. You have a mission to accomplish and you’re going to drive hard every day to meet that challenge. Blue & Co. understands the day-to-day management issues and ever-present operational concerns — such as internal controls, segregation of duties, management effectiveness, and board development — and we offer practical solutions that add value.

It is our mission to support your mission. We want to stand with you, not only as your business partner, but as an invaluable resource to promote your services in the community. We believe in our not-for-profit clients and are dedicated to helping you carry out your vision. Let us be a partner to you as you drive your organization to succeed.

Who we serve.

We serve not-for-profit organizations in a variety of industries. Some firm specialties include:

  • Healthcare Organizations
  • Fraternal Organizations
  • Higher Education Entities
  • Community Foundations
  • Social Service Groups
  • Trade Organizations
  • Private and Corporate Foundations

Services Overview

  • Audits and reviews of financial statements
  • Monthly, quarterly, or annual compilations of financial statements
  • Agreed-upon procedures to address specific financial objectives
  • Form 990 and related state informational returns
  • State property tax exemptions and minimization
  • Public support projections and forecasts
  • Unrelated business income tax strategies
  • Graphical trend analysis and peer comparisons
  • Information concerning best practices in our client base
  • Recommendations on internal controls and suggestions for improvements
  • Additional benefits and offerings
  • Email newsletter for timely and relevant updates about emerging issues in your industry
  • Bookkeeping and reconciliation services
  • Development of profit plans and budgets to address sustainability issues
  • Consulting on new accounting standards and their impact on your organization
  • Employee benefit plan development and administration
  • Cyber risk assessments and internal control consulting

Testimonials

  • “Doug and Ann Marie have been very quick to respond and always provide whatever is needed quickly. Being new to this industry, it is great to have someone easy and quick to contact when needed.”

    Tim Johnson

    Alpha Chi Omega Fraternity Inc.

Blue & Co.'s December 2020 Webinars | Free webinars | Financial services and consulting | PPP | Paycheck Protection Program Webinar | Manufacturing Webinars | Cybersecurity Webinars

Blue & Co. December 2020 Webinars

It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program (PPP) Webinar – Free to attend On Monday, December 14 from noon – 1 p.m. EST, Blue & Co., LLC will be hosting a panel […]

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Accounting for Stock Gifts in your Not-For-Profit Organization | Stock Gifts | Gift Valuation and Sale | Acknowledging Stock Gifts | Stock Gift Benefits to Donors

Accounting for Stock Gifts for your Not-For-Profit

As we near year-end, not-for-profit organizations may see a rise in non-cash stock gifts as donors plan their holiday giving and/or meet with their tax advisors to maximize tax saving strategies for the current year. Unlike cash gifts, non-cash gifts such as stock often cause concern and pose questions for nonprofits. For example: How is […]

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Connect with our team.

To learn more about our services and areas of expertise, send us a message.