NOT-FOR-PROFIT
Accountability is now the principal message to be heeded by members of our nation's volunteer sector to assure their continued success. PBTK offers effective and efficient audits, affording the highest degree of confidence in the financial reporting process to not-for-profit organizations and users of their financial statements while, at the same time, conserving scarce resources to be redirected to achieving program objectives.
PBTK also works with volunteer, not-for-profit organization officers, board members and professional management personnel to help identify and prioritize the organization's needs and provide recommendations. We offer services to help management meet their fiduciary responsibilities for accountability, to safeguard and allocate the organization’s resources wisely and to install confidence and trust in their commitment to fiscal integrity and responsible leadership.
Some examples of consulting services we have provided for not-for-profit organizations include:
- Budgeting and long-term strategic planning
- Internal and public financial and regulatory reporting
- Internal controls, for example, over cash receipts, disbursements and grant accountability
- Fraud investigations
- Functional expense classification and allocation
- Organizational structure, division of responsibility and financial oversight
- Recruiting board members and board training
- Fundraising strategies and methods
- Records retention
- Avoiding (or managing) unrelated business income (UBI) tax and any adverse effect of lobbying activity on exempt status
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