not-for-profit organizations accounting, auditing, tax and...

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Not-for-Profit Practice Group: An Overview Over the last decade, scrutiny of all aspects of governance and operations in not-for-profit organizations has increased. Compliance with new, tougher auditing standards is required. New difficult to satisfy, they can distract from your mission and be a challenge to limited resources. Forging an organizational culture that will thrive despite austere regulation takes more than “best practices” policies and procedures; it takes the right people. And it’s critical to have mechanisms in place that will assure your longevity. RBF’s clients in the not-for-profit sector benefit from our experienced counsel in the fundamentals of board formation and composition, financial personnel and volunteer staff hiring, and benefit plans development. Through effective strategic planning and sound risk management, we help organizations keep donors giving and constituents satisfied so that you can run your organization like a best-of- breed public company. Some specific ways we help our not-for-profit clients: Initiating formation of not-for-profit organizations Board of directors education, training and organizing Financial personnel recruitment Employee benefit plan consulting Fundraising source and procedures planning Negotiations with lending sources Optimizing related party transactions Financial planning Strategic planning But that’s only part of the story. For a more specific description of these and other accomplishments on behalf of our not-for-profit Not-for-Profit Organizations Accounting, Auditing, Tax and Advisory Services RBF Client Benefits: Responsive, involved partners Seasoned accountants with Big 4 experience More cost efficient than larger firms Serving businesses since 1987 Member of an International Network of firms The Right Size Accounting Firm www.rbfpc.com RBF is uniquely suited to handle assignments for all types of businesses. Our size and structure allow us the flexibility to deliver superior service from a team headed by a partner of the firm, and yet remain within your established budget parameters for either a specific project or an ongoing engagement. criteria covering a range of organizational, financing, planning and fundraising activities are not only Budgeting, projections and forecasting clients, call Salvatore P. Falzone, Jr., CPA at (781) 321-6065, ext 117 or email [email protected]. 500 Unicorn Park Drive, Suite 101, Woburn, MA 01801 Phone: 781.321.6065 Fax: 781.321.7747 7 Main St., Atkinson, NH 03811

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Page 1: Not-for-Profit Organizations Accounting, Auditing, Tax and ...rbfpc.com/wp-content/uploads/2016/12/not_for_profit_one_sheet.pdf · Not-for-Profit Practice Group: An Overview Over

Not-for-Profit Practice Group: An Overview Over the last decade, scrutiny of all aspects of governance and operations in not-for-profit organizations has increased. Compliance with new, tougher auditing standards is required. New criteria covering a range organizational, financing, planning and fundraising activities are not only difficult to satisfy, they can distract from your mission and be a challenge to limited resources.

Forging an organizational culture that will thrive despite austere regulation takes more than “best practices” policies and procedures; it takes the right people. And it’s critical to have mechanisms in place that will assure your longevity.

RBF’s clients in the not-for-profit sector benefit from our experienced counsel in the fundamentals of board formation and composition, financial personnel and volunteer staff hiring, and benefit plans development. Through effective strategic planning and sound risk management, we help organizations keep donors giving and constituents satisfied so that you can run your organization like a best-of- breed public company.

Some specific ways we help our not-for-profit clients:

Initiating formation of not-for-profit organizations � Board of directors education, training and organizing Financial personnel recruitment � Employee benefit plan consulting � Fundraising source and procedures planning � Negotiations with lending sources � Grant writing consulting � Optimizing related party transactions � Financial planning � Strategic planning � Budgeting, projections and forecasting

But that’s only part of the story.

For a more specific description of these and other accomplishments on behalf of our not-for-profit clients, please call: � Sal Falzone, CPA at 781.321.6065.

Not-for-Profit Organizations Accounting, Auditing, Tax and Advisory Services

RBF Client Benefits:

Responsive, involved partners

Seasoned accountants with Big 4 experience

More cost efficient than larger firms

Serving businesses since 1987

Member of an International Network of firms

The Right Size Accounting Firm www.rbfpc.com

RBF is uniquely suited to handle assignments for all types of businesses. Our size and structure allow us the flexibility to deliver superior service from a team headed by a partner of the firm, and yet remain within your established budget parameters for either a specific project or an ongoing engagement.

919 Eastern Ave., Malden, MA 02148 303 Wyman St., Suite 300, Waltham, MA 02451 7 Main St., Atkinson, NH 03811

Phone: 781.321.6065 Fax: 781.321.7747

criteria covering a range of organizational, financing, planning and fundraising activities are not only

Budgeting, projections and forecasting

One Broadway, Cambridge MA 02142 7 Main St., Atkinson NH 03811919 Eastern Ave., Malden MA 02148

criteria covering a range of organizational, financing, planning and fundraising activities are not only

Budgeting, projections and forecasting

Phone: 781.321.6065 Fax: 781.321.7747

clients, call Salvatore P. Falzone, Jr., CPA at (781) 321-6065, ext 117 or email [email protected].

919 Eastern Ave., Malden, MA 02148 Phone: 781.321.6065 Fax: 781.321.7747 7 Main St., Atkinson, NH 03811500 Unicorn Park Drive, Suite 101, Woburn, MA 01801 Phone: 781.321.6065 Fax: 781.321.7747 7 Main St., Atkinson, NH 03811