Our mission is to support your mission
Whether you’re shaping minds or improving communities, your mission is the heart of everything you do.
And to keep that heart beating, sound financial management is critical.
Our team offers a range of services to bolster your organization’s financial health and mitigate risk, ensuring your resources are utilized strategically and effectively. Whether we’re advising on the implementation of capital campaigns and the allocation of endowment income or providing guidance on financial reporting and fair value measurements, we’re here to help you amplify your impact, one financial decision at a time.
Services we provide our non-profit and independent private school clients include:
Developing and implementing best practices and governance policies
Recommendations on the development and implementation of charters for audit committees
Internal control reviews in the areas of personnel, development, and financial reporting
Providing guidance on financial reporting
Advising on the implementation of capital campaigns
Reviews of unrelated business income tax issues
Executive searches for key financial management positions
Developing methodologies to allocate endowment income to general endowment funds and separately invested endowment funds
Providing guidance on the implementation of fair value measurements
Support and advise on preparing detailed forecasted financial statements in connection with obtaining tax-exempt bond financing
Non-profit Organizations & Independent Private Schools
Make every dollar count by ensuring that your financial strategy supports your mission. Let us shape a secure, sustainable future for your organization so you can focus on making a difference.
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