Not-for-Profit

Establishing and maintaining not-for-profit status in today’s 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.

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