Whether it be providing OMB Circular A-133 audits, financial statement audits, compliance reviews or tax consulting and preparation, O’Connor & Drew, P.C.’s principals and staff are dedicated in their work to provide each organization with the tools and solutions they need to minimize risk, enhance financial stewardship, and protect their tax-exempt status.
We also keep our not-for-profit clients apprised of current issues and developments affecting their particular organization or sector. We provide guidance and advice on changes needed as a result of those issues. Our dedicated not-for-profit staff can also work with you regarding business process improvements, board governance training, and technology improvements, as needed.
- Audit and Review of Financial Statements
- Agreed-Upon Procedures Audits
- Cost Allocations
- Cash Flow Planning
- Database Management
- Employee Benefits
- Fund-Raising Issues
- Internal Control Audits
- Investment Planning
- Real Estate Issues
- Review of Board Fiduciary Responsibilities
- Risk Management
- Tax Form Preparation
- Tax Planning for Exempt and Non-exempt Entities