Non-Profit Organizations

Your Success is our Business!

As a firm of experienced CPAs and business advisors, we know that successful, not-for-profit organizations don't just "happen." Many individuals and entities contribute heavily to make a non-profit concern grow and serve its community and purpose.

As an executive, you know that one of management's chief responsibilities centers on finding just the right resources - those individuals who provide experience, information and guidance tailored by a thorough knowledge of your organization and its day-to-day operations.

We have the resources available to assist you with the growth of your business.

Sharrard, McGee & Co., P.A. can help you with...

Setting goals and objectives. Our experience demonstrates that the most successful organizations have set goals and established long-range plans. We can assist you in setting your goals and reaching your objectives by asking the right questions.

Budgeting and financial reporting. Once your goals and objectives have been established, we can then assist you in the preparation of a budget. In addition to providing a basis for the goal-setting and planning process, budgets are commonly used to monitor activities and highlight deviations from planned operations.

The financial reports of your not-for-profit organization merit special attention because they often determine the amount of funds your organization will receive. Since funding agencies receive many grant applications each year, a well-prepared financial statement will greatly enhance your chances of receiving funds. Our experience shows that all too often this critical function ends up receiving little attention. We can assist you in the preparation of these statements and optimize your organization's opportunity to receive more funds.

Sharrard, McGee & Co., P.A. can help you by...

Evaluating internal controls. We are available to prepare your income tax returns. We provide audit, review and compilation services for your financial statements, and will help you select the service which is right for you.  As economic conditions and income tax laws change, we are here to provide you with the following additional services:

Assisting your board. Your Board of Directors and staff must work together to achieve the worthwhile goals of the organization. We are often called upon to present financial information, interpret the data and help evaluate your performance.

And, we continue to help you with...

Traditional services.

• Annual information returns
• Application and preservation of tax exempt status
• Tax planning for non-exempt income
• Grant tracking
• Computer hardware and software selection/training
• Fund-raising consultations
• Preparation of grant applications
• Accounting system design
• Employee benefits planning
• Cash flow management