Industries Served » Not-For-Profit

Services for Not-For-Profits

Armed with an in-depth understanding of the regulatory environment in which not-for-profit organizations operate, Peter Shannon & Co. offers the full range of auditing, accounting, tax and consulting services.  Beyond financial assurance, we lend expertise and insight to reveal improvement opportunities.

Financial Assurance

• Financial Statement Audits; Single and Grant
• Quarterly/Monthly Reviews and Compilations
• Performance Audits
• Budget Review and Development
• Agreed Upon Procedures
• Internal Control Reviews

Tax Services

• Form 990 Preparation
• Unrelated Business Income Analysis
• Intermediate Sanctions/Compensation

Consulting Services

• Development of Indirect Cost-Allocation Procedures
• Compliance Review of Fund Raising Reporting and Allocations
• Cash-Flow Management for Revenue Maintenance
• Compliance Program Review and Development
• Policy Development
• Operational Improvement and Cost Containment Studies

One of Peter Shannon & Co.’s primary specialty areas is providing audit, accounting and consulting services to charitable and not-for-profit clients.  We recognize the unique challenges faced by these organizations, including changing and more prescriptive regulations, and the realities associated with competing for limited funding dollars.  We also recognize that if you are a charitable or not-for-profit organization, you want to focus your energies on your primary mission and what it takes to fulfill that mission.

Peter Shannon & Co. can assist you in coping with these challenges while maintaining focus on your primary mission.  Peter Shannon & Co. can help you learn how to use your limited resources as efficiently as possible, and show you the benefits of running your financial operations like a business.  We can also help in developing direction for the future, and identifying ways to improve programs.