Nonprofit services

One service hub, built around what nonprofit organizations are actually accountable for.

Scope is defined at the start of every assignment. Filter by the area closest to your situation, or read the full practice below.

Accounting & Financial Reporting

The financial record is the foundation everything else rests on. Work begins with a complete review of what the organization already has.

  • Financial-record reviews
  • Reconciliations of complex accounting information
  • Financial-statement preparation
  • Accounting cleanup
  • Reporting-process improvement
  • QuickBooks support
  • Cloud and virtual accounting environments

Compliance & Tax Reporting

Federal and Massachusetts reporting obligations, prepared with attention to the questions that are most often answered incorrectly.

  • Nonprofit tax-return preparation
  • Federal and state reporting
  • Massachusetts Form PC support
  • Assistance involving federal and state taxing authorities
  • Filing-compliance reviews
  • Multistate considerations, where applicable

Audit Readiness

Preparation informed by fifteen years of directing nonprofit and governmental audits from the other side of the request list.

These are audit-readiness and consulting engagements. They are not independent audit or attest services.

  • Pre-audit record reviews
  • Requested-document preparation
  • Schedule and reconciliation support
  • Financial-statement readiness
  • Internal-control documentation
  • Communication support during the engagement

Internal Controls & Risk

Controls designed for the organization that exists — not for a finance department it does not have.

  • Segregation-of-duties reviews
  • Compensating-control design
  • Financial policies and procedures
  • Risk assessment
  • Quality-control systems
  • Corrective-action planning

Grants & Restricted Funding

Restricted funding carries obligations well beyond the award letter. Documentation is built as the money is spent, not reconstructed later.

  • Grant application support
  • Grant monitoring
  • Grant reporting
  • Restricted-fund accounting
  • Documentation and compliance preparation
  • Federal-award readiness

Planning & Board Support

Financial information shaped for the people responsible for governing the organization.

  • Future-goal planning
  • Strategic-plan implementation
  • Board financial education
  • Financial-policy reviews
  • Management reporting
  • Project supervision and quality assurance

Confirm before publicationService lists are derived from Marifran's published background and must be confirmed before publication. Audit readiness is consulting work; it is not independent audit or attest service.

Not certain which area applies?

Describe the situation in a sentence or two. Most organizations arrive with one pressing deadline and discover a second issue behind it.