Not for Profit

Dana F. Cole & Company, LLP has been providing professional services to not for profit organizations for 90 years. We currently provide professional services on behalf of over 320 not for profit organizations.

Our experience demonstrates that the most successful organizations have set goals and established long-range plans. We can assist you in setting your goals and reaching your objectives by asking the right questions.

Once your goals and objectives have been established, we can then assist you in the preparation of a budget and long range plan. In addition to providing a basis for the goal-setting and planning process, budgets and long range plans are commonly used to monitor activities and highlight deviations from planned operations.

The financial reports of your not-for-profit organization merit special attention because they often determine the amount of funding your organization will receive. We can assist you in the preparation of these statements and optimize your organization’s opportunity to receive more funds.

While elaborate internal controls are sometimes impractical due to the size of an organization, certain critical procedures should always be followed. We can recommend controls that will help safeguard assets, produce accurate reports and improve administrative effectiveness.

Some of the traditional services we provide include:
Annual information returns Management training Tax planning for non-exempt income
Grant tracking Cash flow management Preparation of grant applications

Throughout all phases, we provide all business, tax, financial and accounting services that are necessary to ensure your organization is meeting its goals. The members of our firm share specialized knowledge and capabilities in a wide range of areas. More importantly, we share an earnest desire to see that your organization is successful.

The above services are not all inclusive. We will design our services specific to your needs. For additional information or a proposal call 1-800-328-2857 ext 312.