For more than 80 years, Windes & McClaughry has served not-for-profit organizations including educational
organizations, social services organizations, religious organizations, hospitals, trade associations,
community action agencies, social clubs, and private foundations. We provide extensive expertise in
accounting, tax, audit, and management consulting services required to maintain tax-exempt status, avoid the
imposition of any excise taxes, and help organizations run effectively. We are committed to not-for-profit
organizations, demonstrated not only in the specialized technical knowledge we provide, but in the support
our partners and management staff provide by serving in various capacities within numerous community
organizations (see
Our Community Involvement ).
Not-for-profit clients are an essential part of our business. We continually train our staff to deliver the
following services specific to the not-for-profit industry:
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Budgets and cash flow projections
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Business and strategic plans
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Calculation of public support test for public charities
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Consultation regarding unrelated business income, public disclosure requirements, reporting
requirements for charitable donations, and fundraising events
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Employee benefit services
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Evaluation of internal accounting control systems
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Financial statements: audits, including audits in accordance with Government Auditing Standards and
Office of Management Budget (OMB) Circular A-133, reviews, compilations, and agreed-upon procedures
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Human resources consulting and placement
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Internal control attest and assurance procedures
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Management of federal and state audits
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Organization and work flow planning
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Preparation of exempt organization federal and state tax returns
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Presentations regarding good governance requirements
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Protection of tax exempt status
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Reasonable compensation analysis
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Tax planning and consulting for private foundations
