Non-profit 2019-07-30T21:24:41+00:00

Non-profit Accounting & Bookkeeping Services

Let us help you focus on your mission

Non-profits face a number of unique financial challenges. These challenges can often overwhelm the non-profit’s organizational structure and their ability to focus on their mission.

At Stratagem, we bring over 30 years of non-profit experience and expertise to your organization. Our dedicated team provides clients with guidance on matters like maintaining tax-exempt status, proper accounting procedures, and planning for the financial future. We can work at the organizational level, as well as the board level, keeping all stakeholders aligned on current and future financial issues. As part of our process, we can also evaluate your financial health against both national and local metrics, helping you understand and evaluate key performance indicators of your organization against established benchmarks including fundraising efficiency ratios, program service ratios, and program service demand ratios

Our financial services for non-profits include:

Tax ServicesOur 30 years of experience helping non-profits will allow you to stay ahead of tax issues before they happen. Our services:

  • Preparation of Form 990- We will prepare and file all necessary tax returns to help you maintain your tax-exempt status
  • Guidance on short and long-term tax regulation issues and potential ramifications of the changing tax environment
  • Counsel and representation in communicating with the Internal Revenue Service (IRS)

Assurance/Audit ServicesAudited financials strengthen a non-profit’s ability to get grants, build confidence in donors, aid in organizational risk assessment, and can result in steering key performance ratios in the right direction. Our services:

  • Audit, review, compilation, and financial statement preparation services to meet your organization’s needs and provide the board of directors and other stakeholders with reliable and credible financial reporting from which to drive decision making
  • In conjunction with audit services, we will provide management and the board of directors with ratio and industry comparison analysis to assist with the evaluation of your organization’s financial health against local and national benchmarks

Accounting ServicesOur accounting team can provide support or assume the role of your internal accounting team to ensure you have accurate and timely financial reporting. Our services can include:

  • Monthly bookkeeping data entry
  • Accounts payable and accounts receivable
  • Monthly reconciliations – bank accounts, investment accounts, credit cards etc.
  • Reconciliation of third party software to QuickBooks
  • General ledger review
  • Financial statement preparation
  • Cash flow budgets and forecasting
  • Payroll processing and payroll tax return filing including year-end W-2s
  • Workers’ compensation audits
  • Sales and use tax reporting
  • Annual report filing
  • Maintaining property listing and complete annual personal property filing
  • 1096/1099 & 1098 reporting
  • QuickBooks assistance and training
  • Income tracking by donor and annual donor letters

IT Services – We share our technology expertise with you, making sure your systems run smoothly and your information is secure and safe from hack. Our team can help with:

  • Technology Consulting Services
    • General technology – hardware, software, and network setup
    • Strategic Technology Planning
    • Technical project management and implementation
    • Current technology assessment
    • Written policies and procedures
    • Security and risk assurance
  • Managed Services
    • 24/7/365 monitoring and maintenance of your systems and servers
    • Disaster recovery and backup for business continuity
    • Expert support, both onsite and virtually
    • Firewall and security management
    • Cloud computing and virtualization
    • Virtual CIO services
  • Enterprise Content Management  (ECM)
    • Sharepoint

Organizational Development Services Stratagem has deep organizational expertise in helping non-profits effectively reach their mission. We can assist you in creating alignment, harnessing momentum, and realizing true potential. Our services include:

  • Establishing your vision – Our Organizational Development Team can help you develop the vision, mission, and core values that will align and galvanize your organization’s direction for the future. Oftentimes these critical elements need to be refreshed and renewed to re-energize the organization toward its mission. Our process is engaging, inclusive, and motivating for your entire team and results in a more focused direction.
  • Developing your BoardThe Board of Directors of any non-profit is essential to helping the organization grow and stay focused on the mission. However, many times the role of the board is cloudy, leaving both the organization and the board disenchanted. We can help you better define the board’s role, determine the make-up of the members, and identify how the board is activated. A powerful, engaged board that supports an organization’s mission positively impacts momentum and forward progress.
  • Strategic Planning – Strategic planning is difficult in any organization, but can be especially challenging for non-profits. The time needed to complete planning often takes away from delivering the mission. Our Organizational Development Team can help you establish and define your goals and set the appropriate metrics to measure progress. A poor plan leads to organizational chaos.  A well-crafted, measurable plan leads to organizational alignment and success.


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