Not-for-Profit

photo collage of nonprofit volunteers, charitable giving, and animal rescue | Not-for-Profit Services | Dalby, Wendland & Co | CPAs | Business Advisors | Colorado

Not-for-Profit Services Info Download | Dalby Wendland & Co | CPAs | Business Advisors | Grand Junction CO | Glenwood Springs CO | Montrose CO

Not-for-Profit Services Info Download

Not-for-profit organizations are experiencing incredible changes and pressures as traditional models become outdated. Everything from sources of revenues, types of services provided and how they are delivered, donor demographics and expectations, and legislation are forcing nonprofit groups to be more transparent, innovative, strategic, and effective. Nonprofit boards and finance committees are continuously adapting to sustain their organization while the need for their programs are increasing.

Dalby, Wendland & Co., P.C., has considerable expertise in helping nonprofit groups find efficiencies, address current needs, and plan for the future.

Tax Services

  • Consultation, preparation, and filings of Form 990 Series
  • Securing and maintaining tax exempt status
  • IRS audit support
  • Unrelated trade or business income consultation, preparation, and filings

Client Accounting Services

  • Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
  • Financial statements, reporting, and management reports
  • Set up, training, and consulting for QuickBooks® software
  • Advisory services on general ledger set-up and internal controls
  • Virtual controller outsource and consulting
  • Virtual CFO outsource and consulting

Consulting Services

  • Financial policies and procedures review/documentation
  • Organization planning, financial projections, and budgets
  • Entity set-up and organizational structure
  • Cash flow management

Audit & Assurance

  • Financial statement audits, reviews, and compilations
  • Internal control reviews
  • Operational audits
  • Fraud investigations and risk management
  • Employee benefit plan audits
  • Agreed-upon procedures
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