Not-for-Profit

Serving the not-for-profit organizations for over 90 years has allowed us to develop an in-depth understanding of the issues and changes facing the industry. It is this understanding and the reputation that position Peter Shannon & Co. to deliver results to our not-for-profit clients.

Overview

We recognize the unique challenges faced by not-for-profit organizations, including changing and more prescriptive regulations, and the realities associated with competing for limited funding dollars. We also recognize that you want to focus your energies on your primary mission and what it takes to fulfill that mission.

We can assist you in coping with these challenges by helping 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.

Accounting Services

  • Audits of financial statements (Single and Grant)
  • Quarterly/monthly review and compilation
  • Agreed Upon Procedures

Tax Services

  • Form990 preparation & e-file

Consulting Services

  • Internal control, financial checkups and management reviews
  • Compensation studies
  • Transaction planning and structuring
  • Succession planning