Non-Profit organizations face an ever-evolving set of challenges from an accounting and auditing standpoint. It is important for these entities to have experienced CPAs and advisors on their side. At Morey, Nee, Buck & Oswald our accounting team has more than 70 years experience working with and providing unparalleled services to the not-for-profit community. We understand the unique challenges non-profit organizations face, from strict reporting and accountability requirements, to day-to-day budgeting, forecasting, spending, and reporting needs.
Morey, Nee, Buck & Oswald, assits non-profit clients throughout Pennsylvania and New Jersey. Our firm is able to provide comprehensive accounting and tax services for non-profit organizations, charitable organizations, advocacy groups, membership organizations, churches, education and mentoring programs, and more. Some of the services we offer include:
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Issue Audited Financial Statements - Including Yellow Book and A-133 Audits
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Compilation and Review of Financial Statements
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Tax Planning and Compliance
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Tax Preparation
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Agreed Upon Procedures
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Financial Forecasts and Projections
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Cash Flow Projections
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Application for Exempt Status (501(c)(3))
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990 Tax Preparation
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403 (b) Plan Audits
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Annual Charitable Solicitation Filing
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Budgets
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Funding Reports
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Presentation of the Audit Report to the Board & Finance Committees
In addition we prepare reports in accordance with:
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Government Auditing Standards as issued by the Comptroller General of the United States Office of Management and Budget Circular A-133
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AICPA statement on "Audits of Institutions of Higher Education and other Nonprofit Institutions"
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City of Philadelphia Sub-recipient Audit Guide
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"Annual Audit and Financial Report" for the Commonwealth of Pennsylvania
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Audits in compliance with the Federal Revenue Sharing Laws and Regulations
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Audits of "Student Financial Assistance Programs" in compliance with laws and regulations of the U.S. Department of Education
Whether starting a new non-profit organization or seeking an accounting firm to assist with existing tax and auditing concerns, the team at Morey, Nee, Buck & Oswald can provide a wide range of accounting, audit and assurance, and financial systems consulting services.