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As the largest regional CPA firm based in Connecticut, Blum Shapiro provides accounting, auditing, tax and consulting services
to over 150 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
- Sales and use tax planning
- Unrelated business and income tax (UBIT) planning
- Form S500 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
· Lori M. Budnick
· Mary Kay Curtiss
· Amy K. Doyle
· Jonathan H. Fink
· Marcus R. Harwood
· Laura L. House
· Joseph A. Kask
· Stacy S. Nobitz
· Louis B. Obermeier
· Darrell G. Pataska
· Linda M. Piazzaroli
· Reed W. Risteen
· Vanessa E. Rossitto
· Elizabeth A. Solecki
· George W. Thomas
· John A. Zinno
· Leslie A. Zoll
· Newsletters
· Connecticut Association of Nonprofits (CAN)
· Connecticut Association of Nonprofit Providers for the Aging (CANPFA)
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