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Concentrate on fulfilling your mission while we focus on the financials to grow your organization.

Enhance Your Impact on the Greater Good

Not-for-profits face big challenges in today’s economy and regulatory environment, so the need for rigorous internal controls and solid reporting mechanisms is greater than ever. Anders has decades of experience working with not-for-profit organizations and can help you comply with regulations and be protected for your future. Most importantly, we’ll free you to develop long-term growth strategies so you can focus on fulfilling your mission.

Tax Planning and Compliance

For not-for-profits, tax planning and preparation can get complicated. Our tax advisors help organizations navigate 990 tax forms to understand what they’re paying.

  • Tax Preparation of Forms 990, 990-PF and 990-T and UBIT
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Audit and Assurance

Our advisors develop insights through financial statement audits, single audits, agreed-upon procedures and other analyses to help not-for-profits strengthen internal controls and identify areas to improve operations.

  • Agreed-upon Procedures Engagements
  • Audit Committee Consulting
  • Audits, Reviews and Compilations of Financial Statements
  • Budget and Cash Flow Planning
  • Internal Controls Assessments
  • Single Audits Under the Uniform Guidance
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Outsourced Accounting

Whether you need strategic advice on mission-critical issues, or to let go of the day-to-day accounting, our outsourced accounting services allow you to focus more on fulfilling your mission and less on the financials.

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Using data and innovative technologies can help move your mission forward. Our technology advisors can transition your organization from hardware and physical servers to a cloud-based environment to help employees, whether in-office, remote or a hybrid, work more efficiently. We help organizations like yours secure their donor tracking software to prevent costly data breaches and support fundraising efforts.

  • Implementation of Software, Training and Technology Incentives for Not-for-Profits through TechSoup
  • Support and Security of Donor Tracking Software
  • Microsoft Licensing for Not-for-Profits
  • Virtual CIO
  • Cybersecurity Strategy and Training
  • Cloud Managed Services and Azure
  • Microsoft Consulting
  • Business Process Automation
  • Data Strategy and Analytics
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Value Added

From development of policies and fiduciary responsibilities, to overall board governance and financial input, our advisors help not-for-profits make strategic decisions to move their organization forward.

  • Board Fiduciary Responsibilities
  • Governance Services
  • Policy Development and General Business Consulting

Who We Work With

Anders works with a range of leaders and professionals in the not-for-profit industry, including:

  • Arts
  • Associations
  • Civic Service
  • Health Care
  • Foundations
  • Religion
  • Social Service

Implemented Office 365 for Not-for-Profit to Collaborate and Standardize IT

We moved a small not-for-profit organization to Office 365 using a large vendor discount. Employees can now utilize email and collaboration tools, and easily access and share documents at a fraction of the cost.

Developed Revenue Allocation Process to Save Labor Union 25 Hours Per Month

While auditing a labor union client, we encountered difficulties with reconciling the numerous categories of dues revenue during analytical testing. The client’s process for classifying revenue receipts and allocating the correct amounts from various income streams required time-consuming calculations each week by the client and was subject to human error. The client’s office manager was spending between 20-25 hours a month performing all of the manual calculations needed to allocate the dues categories based on the manner she received the deposit data from their third-party administrator.

The Anders team was able to develop a process to automatically calculate the various income allocations and populate a journal entry each week. The new revenue allocation process cut the client’s time from 20+ hours per month to 1-2 hours at maximum and will make future audits more efficient.

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