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Nonprofits face unprecedented challenges including finding new funding sources, navigating increased regulation, and planning for leadership transitions all while exceeding the marketing expectations of their current and potential donors, volunteers, and Boards. It’s difficult to know where to invest or how to achieve operational efficiencies, especially when your mission requires dedicated focus.

Philanthropic best practices exist and, by working in partnership with your staff, executives, Board of Directors, and financial team, we can help your organization deliver accurate financial reporting, compliance with laws and regulations, and solid internal controls. We tailor our work to your particular organization and reporting requirements.

We can help validate key decisions because we service over 350 nonprofits. Accounting for nonprofits is, in fact, our firm’s largest practice area. Our technically astute professionals understand nonprofit operations, the grant process, and the unique requirements of tax-exempt operations. We pride ourselves on providing value added, insightful advice earned from years of experience.

How We Can Help

We provide financial statement audits and reviews in accordance with Government Auditing Standards, Uniform Guidance, State of Connecticut Single Audit, Commonwealth of Massachusetts Uniform Financial Reports (UFR), other state compliance reporting and employee benefit plan audits.

We prepare Forms 990, 990-T, 990-PF and relevant state forms. Our team also provides guidance on the establishment and maintenance of tax exempt and public charity status, state public charity filings, unrelated business income tax compliance, IRS and state audit representation, and assistance with establishment of tax structures.

Our team offers internal controls and business process reviews, long-term strategic planning, board training on governance issues, assistance with new accounting standards, consulting on compensation arrangements, grant procurement, succession planning and benchmarking, outsourced CFO services, and ratio analysis.

Our technology division offers cybersecurity, outsourced CIO services, nonprofit software consulting including MIP Fund Accounting and managed IT services.

Whittlesey’s staff understands our business challenges and opportunities, and are always there to assist us; especially during the last few years when we have grown expansively.

- Kim Beauregard, President and CEO, InterCommunity

Changes Ahead

Is your organization undergoing a merger or acquisition? Whittlesey is here to help. Find out how we helped InterCommunity navigate organizational change and succession.

Ready to Connect?

We deliver personalized, expert services. Find out what we can do for you.