A Profitable Mindset to Further Your Cause

In today’s rapidly changing market, not­for-profit organizations require more professional and financial savvy than ever before.  Regulatory oversight, increased competition, and an already complex fundraising model have created even more challenges. In addition, tax-exempt organizations must continually develop new strategies to fund operations, while providing assurance to donors, lenders, and board members that they are acting with fiscal responsibility.

At Tarlow & Co., our Partners and professionals will optimize the operations of your not-for­profit organization. Our experienced team will provide the insights to make the most of your funding, donations, volunteers, and paid staff so you can best serve the needs of your community. You can count on Tarlow for proactive and anticipatory advice, personalized guidance, and customized solutions so you can take advantage of every opportunity to grow your organization.

Tarlow provides a broad range of services to non-profit organizations including: 

Tax Services: 

  • Non-profit tax compliance, preparation, reporting, and strategy
  • Consulting on applications to IRS and state charities for exemption
  • Unrelated business income tax consulting
  • Corporate private foundation consulting
  • Excess benefits consulting

Assurance Services: 

  • Financial statement audits and reviews
  • Audits under financial OMB circular A- 133
  • Cost certifications studies
  • Agreed-upon procedures
  • FASB to GASB conversions
  • Governmental audits

Outsourced Services:

  • Payroll administration and reporting
  • Compensation planning
  • Outsourced accounting via QuickBooks or NetSuite
  • Budgeting and forecast analysis and consulting

Internal Controls, Compliance and Other Services:

  • Forensic services – insurance litigation/settlements and internal financial investigations
  • Internal control studies and attestations
  • Review of compliance with terms of grants

Business and Strategic Consulting: 

  • Organizational development
  • Management consulting and governance
  • Cash flow management
  • Fundraising consultation
  • Key performance indicators, metrics, and benchmarking
  • Business continuity and disaster recovery planning
  • Business process improvement services
  • Automated systems review and implementation

Board Development:

  • Development plans
  • Board of director audits
  • Board governance

Employee Benefits: 

  • 401(k) plan design, document consulting and administration
  • Wealth management for 401(k) plan
  • Retirement plan consulting