We can help you get a significant payroll refund from the IRS for 2020 and 2021 (See our Taxes practice)!
Proud returning sponsor of EPN’s 38th Annual Conference (2023, Jacksonville, FL)!
Who We Are...
We are a consulting and services firm whose mission is to enable our not-for-profit clients to attain and maintain financial stability by establishing and improving financial controls and underlying processes.
We offer each client a customized mix of support from our distinct areas of expertise, each with its own practice:
Our unique, robust, copyrighted intellectual capital and methodology differentiate us from every other consulting firm in the world.
In our capacity as Auditor, Management Consultant, Bookkeeper, Tax Professional, System Conversion Specialist, etc. we will take no action and make no decisions that are the responsibility of client management.
Our clients are comprised of senior leadership (Executive Director, CFO, CEO, COO, Director of Finance, Treasurer, Standing Committee Board Chair, Trustees Board Chair, etc.) from many different types of organizations and religious denominations.
1) Many not-for-profit leaders-- and most clergy-- enter the organization from walks of life that have not adequately prepared them for the financial and procedural tasks that occur on a daily basis in an organization with volunteers and staff.
2) Management and accounting practices-- as well as supporting software-- for not-for-profit organizations are different from commercial organizations.
3) Within the not-for-profit world, management and accounting practices for religious entities differ even further. We recognize that there are denomination and local church differences.
Solution: Our clients realize that we can help them successfully navigate the many daily challenges related to economic stability, sound financial management, governance, internal control, process design, and related organizational structure.
Your Responsibilities, Liabilities, & Opportunities...
(Please review the following brief videos and articles featuring some of the basic tenets of our firm.)
PEOPLE-- The Pastor is CEO of the Church
PROCESS-- It Keeps the Church Running
TECHNOLOGY-- Properly Accounting for Money
ORGANIZATION-- Defining Key Roles
STEWARDSHIP-- The True Scope of Stewardship
FRAUD-- 4 Tips to Prevent Fraud
TRANSPARENCY-- The Case for Financial Transparency
SOFTWARE & CONTROLS-- Taking Care of Church Financials with Good Software, Solid Controls