Non-Profit

As the largest regional CPA firm based in Connecticut, BlumShapiro provides accounting, auditing, tax and consulting services to over 180 non-profit/tax-exempt organizations, including human service agencies, educational institutions, community and private foundations and health and welfare service providers. Our services are as follows:

Audit Services

Financial statement audits
Federal single audits
Federal and State single audits
Internal auditing
Employee benefit plan audits
Fraud investigations
Special audits
Auditing/fiscal monitoring of delegate agencies (sub-recipients)

Tax Services

Preparation of Federal forms 990/990Tand 990PF
Preparation of State form PCUREG-01
Application for exempt status (Forms 1023 and 1024)
Preparation of Federal form 8734 (to affirm advance tax exempt determination)
Representation in IRS audits
Unrelated business and income tax (UBIT) planning
Form 5500 reports

Consulting Services

Review and evaluation of accounting controls, policies and procedures
Internal audit function design and implementation
Financial analysis and benchmarking
Application for federal indirect cost rate
CHEFA financing compliance assistance
Mergers and acquisitions evaluation and implementation assistance
Design of internal Board reports
Representation at funding source audits or financial monitoring
Interviewing and evaluation of finance employee candidates
Temporary or permanent placement of finance employees
General fundraising and capital campaign consulting (e.g. proper wording of appeal, accounting procedures)

Technology Consulting

Accounting software selection and implementation
Accounting system design (chart of account structure)
Strategic Technology Planning
Hardware Selection Security Assessment

Contact the Non-profit Group Practice Leader

Lori M. Budnick, CPA
(860) 561-6828
lbudnick@blumshapiro.com

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Resources

· Newsletters
· Connecticut Association of Nonprofits (CAN)
· Connecticut Association of Nonprofit Providers for the Aging (CANPFA)

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