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 60 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 over 75 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
  • 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

Kathleen M. Flaherty, CPA
principal

EMAIL Kathy VIEW BIO
Charles R. Deppe, CPA
James L. Keating, CPA

James L. Keating, CPA
principal

EMAIL Jim VIEW BIO

INDUSTRY RESOURCES


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

VIEW RESOURCES

CLIENT TESTIMONIALS & CASE STUDIES.

“Their patience is extraordinary, their responses immediate and their explanations thorough. We have depended on them for over four decades, and there’s a reason for that.”

—Franki Stuntz
NOIA Senior Vice President

“Matthews, Carter & Boyce is a trusted partner whose commitment and quality of work have helped us to better serve our customers and ensure a strong financial management system to adhere to federal funding compliance.”
—Cito Vanegas, NOWCC President

DOWNLOAD THE MCB NOT-FOR-PROFIT NICHE PDF.

DOWNLOAD PDF

CONNECT WITH AN EXPERT.