You are now leaving the Belfint Lyons Shuman website. Neither Belfint Lyons Shuman nor PrimeGlobal are responsible for the content of the site you are visiting.

header_meet_final.jpg

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.

  • CONTACT JON

     

     

    For additional details please contact Jon. He looks forward to hearing from you.

     

    SUBMIT REQUEST >>

  • SUBSCRIBE

    Receive insight from BLS through our newsletters and blogs.

  • BELFINT PLAN AUDIT BLOG

  • BELFINT NONPROFIT BLOG

    • FASB Proposes Improvements to Not-For-Profit Financial Statements

      Today (04/22/15) FASB issued a proposed Accounting Standards Update intended to improve existing standards for financial statement presentation for Nonprofit Organizations. A summary of the changes is provided, as well as, the full proposed ASU at fasb.org. The new standards will significantly change financial statement presentation for most nonprofit organizations. The more significant changes include the following:

  • MATTER OF TAX BLOG

    • Doing Business in a New State? Watch out for Trap Doors

      Generally the CPA’s relationship with a new client begins due to a need for tax return preparation, financial statement preparation or both. Often, as business thrives and client needs expand, the CPA becomes involved with consulting and providing guidance on significant business decisions.

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.

© 2015 by Belfint Lyons & Shuman, P.A. All rights reserved.