not-for-profit organizations

The Team

Phillip C. Dalrymple, CPA, CFE

Shareholder, Assurance

Karly A. Meza, CPA

Shareholder, Assurance

Not-for-profit organizations face a multitude of challenges, including the need to remain transparent to its community, accountable to stakeholders, and responsible to regulatory agencies. Our not-for-profit clients address a wide spectrum of needs and vary in size, scale, and maturity. We proudly serve our not-for-profit clients and are dedicated to making a positive impact in our community. A few of the services we provide to not-for-profit organizations include:

  • Audits of financial statements
  • Single audits (formerly Circular A-133 audits)
  • Grant compliance
  • Fraud risk assessments and fraud investigation
  • Advisory services
  • Internal control reviews
  • Accounting systems design and review
  • Preparation of federal and state tax returns
  • Accounting and bookkeeping services
  • Billing and receivables
  • Preparation of federal and state tax returns
  • Tax consulting