fbpx

Not-for-Profit Online Assessment and Financial Health Checkup Service

We Are Your Biggest Advocates.

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 our team and our tools help your organization to succeed.

Online Assesment

The Online Assessment provides your organization with vital information and metrics. By answering just a few short questions about your organization and its financials, our team will let you know how you compare to your peers in the industry based on a few key indicators.

Financial Health Checkup

The Financial Health Checkup will allow clients to receive a holistic view of their organization’s financial health. This service offering includes a comprehensive evaluation of current financial practices and overall financial health. Additionally, organizations will receive an evaluation of key financial trends and performance indicators in comparison to peers in the industry, identification of current strengths, and an overall understanding of current resource needs to better plan and communicate more effectively with funding sources.

This service strives to provide the knowledge and tools to help organizations create a better, more successful mission-driven organization.

Through the Financial Health Checkup, an organization can expect to receive:

  • An evaluation of the organization’s current financial practices ​
    • Summary of best practices being employed by the organization
    • Opportunities for improvement in current practices  ​
  • Evaluation of key financial trends and performance indicators with comparisons to industry benchmarks ​
    • Identification of current strengths  ​
    • Identification of areas warranting increased focus in the future ​
  • The organization’s management, board, and other stakeholders receive  ​
    • More useful and informative financial information by implementing additional best practice procedures ​
    • A greater understanding of the organization’s overall finances, allowing them to understand their current resource needs, better plan, and communicate more effectively with funding sources ​
    • The knowledge and tools to help create a better, more successful organization​

To get started, take the Online Assessment below.

Take our Assessment

Answer a few questions regarding your organization and its financials and we will let you know how you compare to your peers in the industry.

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
  • Human Services and Arts Organizations
  • Private and Corporate Foundations

Resources & Related Articles View All Thought Leadership

New 1099 Reporting Requirements for Payment Apps

Written by Joell Grisel, CPA, Manager, and Thomas Koustenis, Tax Intern Online payment services such as Venmo, PayPal, and many others, are more common than ever, especially for the sale of goods and services. While no banks or hard currency are involved in these transactions, these digital payments for goods and services are still considered […]

Learn More

Unveiling Nonprofit Liquidity

By: Ryan Adams, CPA, Manager Before nonprofit organizations were required to implement Accounting Standards Update No. 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, uncovering the amount of assets that were both liquid and available from an organization’s financial statements was often an insurmountable task. While it was true that one could ascertain the amount […]

Learn More
2021 Annual Report to Congress Released by IRS Taxpayer Advocate Office | IRS envelope on an American flag | Blue & Co., LLC Tax Advisors

2021 Annual Report to Congress Released by IRS Taxpayer Advocate Office

By: Sara Jacobi, CPA CEPA Director Still waiting for your 2021 Federal tax refund? Tried calling the IRS, only to wait on hold for two hours without talking to anyone? Sent correspondence to the IRS to resolve a notice, only to continue to receive collection notices? If one or more of these items apply to […]

Learn More

Connect with our team.

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