Keller &
Owens' Not-for-Profit Division works with many professional,
trade and membership associations. We serve
organizations supporting the arts, meeting humanitarian
needs and fostering professional education. We assist
condominium and homes associations with their financial and
tax needs. We understand the challenges facing
associations and membership organizations. We keep
abreast of the accountability and regulatory issues
important to you.
Keller &
Owens' not-for-profit specialists help to provide solutions
to your challenges and realization to your opportunities
through the following services:
Accounting: Meaningful, well-organized financial
records help you manage your operations more efficiently.
We provide a full range of cost-effective accounting
services.
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Accounting and financial policies and procedures manuals
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Bookkeeping and controllership services
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General
ledger and financial statement preparation
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Payroll
preparation and consultation
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QuickBooks® and other software consulting
Assurance: Many times you need an independent
expert's report on matters of significance to your
operations. We offer the following services designed
to provide the desired level of assurance on such matters.
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Audits
and reviews of financial statements
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Internal control system examinations
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Other
examinations, such as compliance with governance
policies
Consulting: In addition to acting as a ready
resource to the Board and to management, we provide a
variety of consulting services.
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Audit
committee organization and operation
consultation
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Benchmarking studies
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Cash
flow and budget analysis
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Compensation and benefit planning
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Design and conduct
membership surveys
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Financial forecasts and projections
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Fraud
investigations and forensic services
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Fraud
prevention reviews
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Internal audit consultation
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Sarbanes-Oxley compliance advice
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Training financial staff
Taxes:
We can help you to identify key issues and needs that
minimize taxes and protect your tax exempt status.
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Form 990 and 990-T training,
review or preparation
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IRS tax
compliance studies
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Tax
exemption application consulting and private letter
rulings
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Unrelated business income and intermediate sanctions
consulting