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Nonprofit Organizations

“We offer a unique value to clients, especially in the major metro markets surrounding Delaware. We can provide a cost-efficient solution with the same level of quality that you’d get from a larger national or regional firm.” 

– Jonathan D. Moll, CPA, Director

 

You are driven by your passion for helping others, a passion and a dedication that empowers you to overcome the challenges of often having too few resources and not enough time.  Many of our professionals are board and committee members for local nonprofit organizations and have first-hand understanding of the daily challenges you face.  We take the time to work closely with your staff and listen to their concerns, allowing us to provide the resources, financial insights and management tools that empower you to meet your organization’s goals.  Our accounting, auditing, tax and management consulting services are designed to save you time, help you demonstrate fiscal management to your funding sources and improve the overall operation of your organization.

Our Nonprofit Services Include

 

Accounting, Auditing & Tax Services
  • Yearly audits, reviews and compilations of your financial statements, including OMB Circular
    A-133 audits
  • Fraud factor identification and analysis of risk level
  • Internal control system improvement recommendations
  • Accounting Principles Generally Accepted in the United States of America (GAAP) assistance
  • 403(b) benefit plan audits
  • Form 990 or 990T preparation
  • Unrelated business income tax issue consulting
  • Tax-exempt status application assistance
  • Excise tax planning
  • Agreed-upon procedure reporting designed based on your needs
  • Bookkeeping and financial reporting assistance
Advisory Services
  • Financial training for staff and board members
  • Strategic planning and development of performance measurement systems
  • Monthly budget preparation and cash flow projection consulting
  • Health care reform consulting services
  • Executive search assistance
  • Asset allocation analyses and return on investment computations
  • QuickBooks consulting 
IT Services
  • IT staffing services
  • Remote systems support and monitoring
  • IT assessments and review
  • Internal network security audits

 

The Belfint Nonprofit Ledger


Visit our blog dedicated to the nonprofit industry. Consider it a financial
management resource for those needing guidance on the wide range of
issues affecting nonprofit organizations. Visit Today.

 
 

Contact Our Nonprofit Organization Professionals

Are you looking for assistance managing the financial requirements of your nonprofit? For additional information, please contact Jon Moll, CPA, at 302.225.0600, or click here to email Jon. In a brief consultation he can assess your situation and determine the best way to proceed.

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    • ASU 2013-06: Reporting of Services Rendered from Personnel of an Affiliate

      In April 2013, the FASB issued Accounting Standards Update (ASU) 2013-06, Not-for-Profit Entities: (Topic 958): Services Received from Personnel of an Affiliate. ASU 2013-06, effective for fiscal years beginning after June 15, 2014, clarifies how nonprofit entities recognize and measure services received from personnel of an affiliate to ensure consistency amongst financial statement presentations.

    • Does your ERISA 403(b) Plan need a financial statement audit?

      Many nonprofits who sponsor ERISA 403(b) plans are not aware that they need an audit, because counting participants involves much more than knowing how many full-time employees the organization has or how many account balances are in the plan.

Accounting | Audit | Advisors | Consultants | CPAs - Belfint Lyons Shuman is a Certified Public Accounting Firm serving companies across Delaware including Wilmington, Dover (DE) and Pennsylvania including Philadelphia and West Chester (PA). BLS focuses on serving the needs of construction companies, employee benefit plan audits, law firms, medical practices and nonprofit organizations. We also assist international companies with international tax, FBAR compliance and regulatory services.

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