Not-for-Profit PDF Print E-mail
Establishing and maintaining not-for-profit status in today‚Äôs challenging budgetary environment demands a vigilance that can be both essential to and distracting from your core missions. You want your key staff to be free to focus the majority of their energy on your critical outreach efforts, not your daily operations. Bland Garvey helps you bring order to your internal controls, understanding to restricted and unrestricted fund management, and clarity to your not-for-profit filing requirements. You also can turn to us for advice and management of both personal and foundation wealth.

 

Who We Serve

 

  • Schools
  • Chamber of Commerce
  • Education
  • Healthcare
  • Professional Organizations

 

What We Do For You

 

Accounting

  • Financial statements
  • Payroll

 

Tax

  • Financial statement audits, review and compilation
  • Employee benefit plan audits
  • Internal control reviews
  • Agreed-upon procedures

 

Audit

    • Financial statement audits, review and compilation
    • Employee benefit plan audits
    • Internal control reviews
    • Agreed-upon procedures

       

      Retirement plans & pensions

      • 403(b) plans offered

       

      Wealth Management

      • Clear processes; evidence-based strategy; and client-centric implementation for accumulating and sustaining personal wealth
       

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