Not-for-Profit



Types of Clients

  • Arts and Cultural
  • Colleges and Universities
  • Clinics/Ambulatory Care Facilities
  • Education
  • Foundations
  • Government
  • Health Related Services
  • Hospitals
  • HUD (and similar facilities)
  • Mental Health/Developmental Disabilities
  • Nursing Facilities and Services for the Aging
  • Religious
  • Support/Research
  • Youth/Community Centers

Extraordinary Quality. Unparalleled Commitment. Outstanding Results.
On an annual basis, hundreds of Not-for-Profit organizations throughout Upstate New York—ranging from small start-up operations to large, complex, multi-entity organizations—depend upon The Bonadio Group’s expertise in performing quality and comprehensive traditional audit and tax preparation services. Our NFP client list represents a broad and diverse mix of organizations with varied missions and stakeholders, all requiring high levels of service and technical excellence delivered at the lowest possible costs.

We currently have one of the largest NFP practices in the state, staffed by CPAs and other professionals with backgrounds in accounting, auditing, tax, internal controls, management consulting, & More. Because of the size, diversity and significant areas of expertise of our not-for-profit practice, you can be assured that TBG has the experience and resources to address both your compliance and financial management issues.

From community service organizations to colleges and universities, foundations to arts and cultural institutions, TBG is recognized throughout upstate New York as a premier CPA and business advisory firm.

For further information on TBG’s services for NFP’s,
call us at (800) 487-7624 or contact us.



Overview

Our Commitment & More
Since our founding, TBG has been committed to the Not-for-Profit sector. Our commitment is directly related to our belief that we have an obligation to serve the communities where we live, and in fulfillment of that obligation, to use our professional experience and expertise to help our clients protect and grow their assets while keeping them in compliance with applicable laws and regulations.

Our commitment is reflected in other ways, as well. For example, our NFP team members are required to annually attend over 80 hours of comprehensive, focused training including a course on advanced issues for not-for-profit organizations. We regularly support our clients’ missions in a variety of ways, and many TBG professionals serve in voluntary board and other positions for well over 100 organizations.

Unparalleled Quality at an Affordable Price
We understand the budget pressures as well as the governance and risk/internal control mandates you face. That’s why TBG’s commitment to our NFP clients extends to delivering audit and tax services of unparalleled quality at an affordable cost.

Beyond traditional audit and tax issues, TBG provides many different types of audit and consulting services to NFPs. Some of these are compliance related, such as grant audits. Other services we offer are designed to help you lower costs, increase productivity and efficiency, and minimize risk.

Now more than ever, NFPs are being asked to minimize risk through tightening internal controls and establishing internal audit capabilities. TBG has a dedicated Enterprise Risk Management Team that can help. With dozens of SOX 404 engagements under our belt, we have the tools, processes, protocols and formats to assess, document, test and remediate both financial and IT internal controls.

Regulatory Compliance Made Easier
When the regulatory and funding compliance requests of Federal, state and local funding sources seem overwhelming and confusing, healthcare organizations throughout New York turn to TBG for assistance. Our team of CPAs, Registered Nurses, Rate and Reimbursement Specialists, Consultants and Trainers possess the clinical, regulatory and administrative expertise to assist you in making your compliance efforts comprehensive, yet affordable.

We have assisted clients in achieving compliance with a broad spectrum of regulations and programs including HIPAA, Medicaid, Medicare, HUD reporting, and various OMRDD guidelines. TBG has worked with many healthcare entities to develop, implement and monitor required Corporate Compliance Plans. We even perform outsourcing functions such as Compliance Officer.

Throughout New York State, our Training workshops are well-known, respected and attended. We provide a comprehensive, interactive documentation management training series for each of the HCBS Waiver programs addressing specific areas of concern associated with documentation risk. From our one-day Regulatory Compliance Review to our two-day HCBS Waiver Documentation Seminar, agencies depend upon TBG to provide timely, up to date guidance and information for achieving and maintaining compliance with both Medicaid and OMRDD governing regulations.



Services for Not-for-Profit Clients

From Audits to Software, We’ve Got You Covered

  • Administrative Staffing Reviews
  • Annual Report Preparation Assistance
  • Auditing:
    • Financial
    • Vendor Requirements, Performance, Billing
    • Employee Benefit Plans
    • OMB Circular A-133, OMB Circular A-87
    • Operational, Efficiency, Performance
    • Claims
  • Assistance with Grant Applications
  • Benchmarking Studies
  • Board Development and Training
  • Business Office Staffing And Productivity Reviews
  • Business Plan Development
  • Capital Cost Certifications
  • Component Depreciation Studies
  • Computer System Control Reviews
  • Computer System Installations
  • Corporate Compliance Plan Development, Implementation and Monitoring
  • Corporate Organizational Structure Consultation
  • Cost Reporting Analysis
  • Due Diligence on Potential Acquisitions
  • Enterprise Risk Management Services
  • Foundation Audits, Establishment And Implementation
  • Grant Compliance Reviews
  • Internal Audit Functions
  • Internal Control Analysis, Remediation, Testing, Documentation
  • Lease Versus Buy Decisions
  • Preparation of Annual Statements of Segregated Gift Annuity Funds
  • Procedures Documentation
  • Projections/Feasibility Studies
  • Reviews of Investment Performance, Including Spending Policy Compliance
  • Software Evaluation, Selection, Installation and Training
  • Strategic Planning Consultation
  • Tax Preparation and Reporting
  • Valuations of Business Entities

The Bonadio Group is the largest independent CPA firm in upstate New York, providing accounting, tax, business advisory, and financial services.
With offices in Rochester, Buffalo, Syracuse, Geneva, and Perry, we serve the needs of commercial, small business, public, not-for-profit, and individual clients.