Not for Profit Accounting Services

Jackson Thornton knows that every not for profit organization has its own distinct requirements. For almost a century, we’ve served as a consistent resource for educational institutions, religious organizations, charities, foundations, health and welfare organizations, and trade and professional associations on not for profit accounting services. Jackson Thornton’s dedicated group of auditors, tax specialists and consultants works as a cohesive team with our not for profit clients. Targeted training and continuing education programs ensure that our team stays current on the issues that matter most to not for profit organizations. Click here for our brochure.

FINANCIAL MANAGEMENT SERVICES INCLUDE:

  • Audit of financial statements, including audits in accordance with Governmental Auditing Standards and OMB Circular A133 (Single Audit)
  • Evaluation and design of accounting and internal control systems, policies and procedures
  • Forensic examinations
  • Budgeting and financial forecast
  • Cash flow management and projections
  • Design of financial reports for boards/committees
  • Training for boards/committees

TAX SERVICES INCLUDE:

  • Consultation and advisory accounting services on tax-related issues, including application for tax-exempt status
  • Preparation of tax and information returns
  • Analysis of transactions for impact on Unrelated Business Income Tax (UBIT)

Key Leaders

Christine Cook - Principal CPA, Montgomery
Christine K. Cook
Martin A. Lee - Principal, CPA's, Jackson Thornton
Martin A. Lee
Chris A. Neuenschwander - Principal, CPA's, Jackson Thornton Montgomery
Chris A. Neuenschwander

DEVELOPMENT SUPPORT SERVICES INCLUDE:

  • Not for profit accounting for costs of fundraising services
  • Development of endowment and charitable gift acceptance policies
  • Charitable estate planning and planned giving programs
  • Nationwide Resources, Personal Attention

Jackson Thornton is a professional accounting and consulting firm providing comprehensive resources and high-quality services designed to help organizations reach their most productive level. Affiliated with RSM US Alliance, a premier affiliation of independent accounting and consulting firms, we draw from the vast resources and services of one of the country’s largest accounting and consulting firms, while maintaining the responsive, personalized attention that is the hallmark of Jackson Thornton’s client-centered service.

Related Articles

Share this page