In addition to limited funding and stretched resources, we know that not-for-profit organizations face challenges that range from board accountability to complex tax and audit reporting requirements. For more than 40 years, ORBA has provided not-for-profit clients with the solutions they need to fulfill their commitments and serve the needs of the communities they support.
Mission Possible
Consulting
- Strategic planning
- Tax consulting and advisory services
- Grant analysis
- Board and committee training
- Employee benefit plans
- Benchmarking studies
- Financial, capital, and resource management
- Fraud risk assessment, fraud investigation and forensic accounting
- Internal control reviews and consultations
- Risk management and advisory services
Tax
- Securing and maintaining tax-exempt status
- Annual federal and state information and tax return preparation and review
- Unrelated business income tax issues
- Representation with the IRS on compliance and tax issues
- Private foundation tax compliance and excise tax issues
Accounting
- Financial statement audits, reviews and compilations
- Single audits
- Grant audits
- Performance audits
- Agreed upon procedure engagements
- Employee benefit plan audits for 401(k) plans and 403(b) plans
- Audit schedule preparation
- Bank reconciliations
- Bookkeeping and processing receipts and disbursements
- Internal audit capabilities
