NOT FOR PROFIT
Nonprofit Boards of Directors and managers must contend with a dwindling pool of resources and increased legal regulations while pursing the mission of the organization. Halliday, Schwartz & Co. has worked with a wide variety of nonprofit clients statewide and in western North Carolina, with annual budgets ranging from $350,000 to $23,700,000. Our level of experience enables us to consistently meet clients' expectations in regard to ensuring compliance with the ever-changing nonprofit regulations.
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Assurance Services
- Fulfilling annual reporting requirements through audits, reviews, or compilations
- Single audits (OMB Circular A-133)
- Grant management and compliance
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Consulting Services
- Indirect cost allocation plans
- Internal control evaluation
- Payroll and reporting
- Compensation and benefit analysis
- QuickBooks consulting and training
- Analysis of Information systems, IT operations, and related security issues
- Development of governance policies
- Strategic planning and risk management
- Management succession planning
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Tax Services
- Form 990 preparation and planning to enhance transparency among donors
- Tax-exempt status applications
- Training your Board to review and understand Form 990
