Nonprofit Services to Guide Your Mission
Tax exempt organizations are formed from a sense of social responsibility to address unmet needs in the community. While these organizations passionately provide services to their communities, O’Neill CPA & Business Advisors is equally passionate about helping them be successful. We understand the management challenges they face every step of the way and their constant need to find sufficient resources to operate. We also have a wealth of experience in handling these challenges.
O’Neill CPA & Business Advisors can help them understand the whole picture of what it takes to have a healthy organization. We can focus your team on ways to improve their performance and thrive.
It’s our passion to make Nonprofits thrive.
There is no one-size-fits-all service for nonprofit organizations. Nonprofit organizations have certain needs as they reach different stages in their lifecycles: Formation, Growth and Expansion, and the Winding Down of Operations.
Formation: It’s important to get your organization off to a good start and a solid foundation. We can do more than fill out your application for tax-exempt status. We can help you with implementing “best practices.”
Accounting: It is critical to set up and continuously maintain timely and accurate financial records. This enables the organization to use sophisticated decision-making techniques to help it grow and thrive, which makes it sustainable.
Tax Compliance: Federal and state laws require organizations to file tax returns or reports annually. Failing to meet the necessary filing requirements can bring hardship to an organization since there are severe penalty and interest statutes designed to enforce compliance. Failing to meet the tax filing requirements sends the wrong message to donors and the community. The Form 990 is more than an annual filing with the IRS; it is a self-reporting audit of your organization. Since it is available to the public it can be used as a powerful marketing tool.
Tax Planning & Consultation: Sometimes challenges crop up, and it’s good to have a trusted advisor to guide you through the technical and regulatory maze to a safe place.
Outsourced CFO Services: The more complex the organization, the greater the need for a CFO. Our CFO services are designed to support your organization with financial oversight so you can make better decisions and focus on your mission.
Management for Growth & Sustainability: Growth and sustainability doesn’t happen by itself; it takes continuous planning and preparation to sow those seeds.
Building Strong Governance & Leadership (Building Organizational Strength): The success of a nonprofit requires a strong board and executive leadership. We are a resource to support excellence in governance and board and staff leadership.
Terminations or Mergers: Nonprofits close for several reasons. No matter the reason, there are appropriate measures to be taken in order to close. We can assist your organization to close responsibly.
Training & Consultation: We provide a wide array of training and consulting topics in many areas of nonprofit operations and governance.
Who we serve
Section 501(c)(3) organizations
Public charities
Community foundations
Churches & religious organizations
Schools & educational organizations
Hospital & healthcare organizations
Supporting organizations
Private foundations - operating & nonoperating
Section 501(c)(6) Associations
Section 501(c)(7) Social Clubs
Section (2), (4), (5), (12) and (25) organizations
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