Your Mission Matters to Us

Just because you’re prevented from turning a profit doesn’t mean you can neglect your organization’s bottom line. In fact, although you may not need to answer to investors, you must answer to a range of other stakeholders and constituents just the same.

Our specialized NonProfit & Governmental Team is committed to the industry, and takes pride in being the nonprofit and governmental organization’s trusted financial advisor. We provide services a variety of accounting and internal control services to private schools from elementary to college and university levels; governmental entities including towns and municipal authorities; and other organizations such as museums.

Services We Provide

A-133 – Single Audit
Assistance in Preparation of Forms 1023 and 1024
Auditing
Bond Compliance
Bond Defeasance Calculations
Bond Rate Certifications
Compliance Audit
Debt Service Coverage Reports
Design of Entities Bookkeeping & Accounting System
Design/Update of Policies & Procedures
Financial Statements
Income Tax Filings
Internal Control Reviews
Internal Control Setup Consulting
Management Consulting
Preparation of 990, 990PF, 990T, Annual Information and Excise Tax Returns
Program Specific Auditing
Review of Solicitation Requirements
Review of Possible Unrelated Business Income Tax (UBIT) Activities
Software Selection – Setup & Utilization

We Work to Understand Your Issues

To remain current on all of the accounting and compliance issues facing our nonprofit and governmental clients, we actively participate in the Government Finance Officer’s Association, the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. To ensure that our staff can provide timely advice and information to our clients, we arrange for them to receive ongoing education through high-quality seminars on accounting, auditing, tax and compliance issues.

Non-Profit and Governmental Group

Elsie Rose , CPA – Principal

R. Steven Spitzer, CPA – Principal