O’Connor & Drew recognizes the importance of not-for-profit organizations in our society, and the challenges that they face in our economic and highly regulatory environment. Our approach is customized to each organization’s specific accounting and tax needs, and our professional audit staff are highly trained within the not-for-profit sector.
Whether it be providing OMB Circular A-133 audits, financial statement audits, compliance reviews or tax consulting and preparation, O’Connor & Drew’s principals and staff are dedicated in their work to provide each organization with the tools they need to minimize risk, enhance financial stewardship and protect its tax exempt status.
We also keep our clients apprised of current issues affecting their particular organization. We provide guidance and advice on changes needed as a result of those issues. Our competent and highly trained staff can also work with you regarding improving business processes, board training, and technology improvements as needed.
Our clients include educational institutions, foundations, social service and charitable agencies, and professional organizations that are engaged in civic, social service, educational and religious endeavors. Let us put our professional expertise to work on the unique and specialized requirements of your non-profit organization. O’Connor & Drew will provide your non-profit organization with advice, direction and operational guidance throughout the year to maximize the organization’s potential. Some of the services we provide for not-for-profit entities include:
• Audit and Review of Financial Statements
• Fund-Raising Issues
• Agreed-Upon Procedures Audits
• Database Management
• Tax Planning for Exempt and Non-Exempt Entities
• Cost Allocations
• Review of Board Fiduciary Responsibilities
• Real Estate Issues
• Internal Control Audits
• Tax Form Preparation
• Cash Flow Planning
• Risk Management
• Employee Benefits
• Investment Planning