Our experience in the not-for-profit industry is extensive. Currently, we serve as auditors and advisors to over sixty not-for-profit organizations throughout Southwestern Ohio. Whether accounting, tax, or other consulting services, we understand the unique circumstances faced by your organization, and we customize our services to respond to your specific needs.
In addition to the traditional audit, accounting and tax services, we provide the following value-added services to not-for-profit organizations:
• Audits in accordance with OMB Circular A-133
• Analyses of cash flow needs
• Planned giving consulting
• Goals and budgeting
• Cash flow management
• Endowment fund analysis
• Fundraising consulting and seminars
• Development of investment policies
• Board training
Our not-for-profit experts are available to consult with you on tax-related matters that could impact your organizations. These include unrelated business income tax, tax-exempt bond financing, executive compensation, retirement plans and fringe benefit issues, charitable giving, and compliance with state registration and filing requirements.
Battelle & Battelle LLP is a member of the Council on Foundations Philanthropic Advisors Network and The Philanthropic Advisors Network (“PAN”). PAN is a program of the Council on Foundations for legal and financial advisors to charitable organizations. PAN provides information on the complex areas of foundation and giving program creation and growth, tax issues and governance.
For more information on our Not-For-Profit Practice Group, contact: Hugh R. "Chip" Howard, CPA, Partner.
