OUR INDUSTRIES

We Team with Not-for-Profits for Audit, Accounting & Tax Best Practices.

Not-for-Profit Accounting


Matthews, Carter & Boyce has been helping not-for-profit organizations comply with regulatory obligations, improve financial performance, and streamline not-for-profit accounting processes for more than 70 years.

At MCB, we team with not-for-profit entities to promote best practices in all of the financial and tax areas that affect the entities not only on a day to day basis but also looking forward to long term strategies. MCB currently serves nearly 150 not-for-profit clients, including trade associations, charitable organizations and professional societies.

Our Not-for-Profit Practice Group is led by a senior team of experts who are familiar with the unique structure and operations of tax-exempt entities. We offer a full range of services to nonprofit organizations.

 

Audit & Assurance

  • Financial statement compilations, reviews and audits
  • Single audits in compliance with Uniform Guidance
  • 403(b) plan full and limited scope audits

Tax Compliance

  • Tax return preparation including review of unrelated business income issues (UBIT)
  • Preparation of informational returns including 990, 990-T, Form 5500 and state registration filings

Outsourced Accounting & Support

  • Full back-office accounting services including internal operations and controls
  • Accounting software implementation or full outsourced accounting services as a Sage Intacct Partner Firm and QuickBooks Pro Advisor
  • Design and implementation of accounting policies and procedures manuals
  • Design and implementation of monthly accounting checklists and procedures to produce monthly financial statements and compliance reports
  • Monthly review functions of your accounting and financial transactions to ensure proper and complete recording
  • Monthly financial statements for Board of Directors or Audit Committee
  • Quarterly and annual financial reports for Board of Directors or Audit Committee
  • Preparation of complete audit package with trial balance and supporting schedules to audit firm

Consulting Services

  • Budget projections
  • Cash-flow analysis
  • Internal control evaluations
  • Accounting system design & software consulting
  • Organizational structure
  • Investment and reserve fund policies
  • Grant funding and reporting
  • Cost allocations

Connect with our Not-for-Profit Industry Leaders

Kathleen M. Flaherty, CPA
Charles R. Deppe, CPA

THE MCB IMPACT

INDUSTRY RESOURCES

We’ve curated a number of useful resources and links for the Not-for-Profit Industry.

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DOWNLOAD THE MCB NOT-FOR-PROFIT NICHE PDF.

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