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

INDUSTRY RESOURCES


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

VIEW RESOURCES

Industry Events


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.

CONNECT WITH AN EXPERT.