Not-For-Profit Services

What Our Clients Are Saying

The Older American Act Fund has specific requirements for the use of their funds for administrative purposes. When we needed help in understanding those requirements, PBMares participated in a conference call with the Fund representative and me to find answers to our questions. They were instrumental in helping us get the clarification we needed which turned out to be very beneficial to Senior Services of Southeastern Virginia.

Brigid Miller
Chief Financial Officer
Senior Services of Southeastern Virginia

PBMares > Services > Not-For-Profits > Not-For-Profit Services

Not-For-Profit Services



Audit, Compliance and Tax Services

  • Audit of financial statements
  • Preparation of federal Forms 990 and 990-T
  • Compliance audits under OMB Circular A-133 (single audit) and Government Auditing Standards
  • Reviewed and compiled financial statements
  • Employee benefit plan audits
  • Accounting outsourcing

Business Strategy

  • Strategic financial planning and executive reporting
  • Development and fundraising
  • Development of business, marketing and strategic plans
  • Analysis of retirement plan benefits
  • Identification and planning for unrelated business income taxes
Performance Improvement

  • Board and executive advisory services
  • Operational review and audits
  • Budgets and cash flow analysis
  • Financial projections and forecasts
  • Best practices consulting

Risk Management

  • Design, implementation and review of accounting systems and related internal controls
  • Consultation on financial management of federal and state grants
  • Analysis of grant compliance requirements
  • Whistle blower services