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Not-for-Profit Organizations

SBNG has shown reliability and professionalism over many years in working with our non-profits' complex and integrated systems. We have appreciated both their understanding and their objectivity in pointing out areas for improvement.

Bill Schlesinger, Executive Director
Project Vida

SBNG is an excellent accounting firm to work with. LCDF has used SBNG for audit, tax, and other agreed-upon procedures for several years. SBNG has been a great partner to LCDF and has always provided great and efficient customer service. SBNG has staff that is very knowledgeable and has experience in various areas. It has been important to LCDF to be in communication with SBNG year-round, not just through audit season or at the tax deadline. SBNG has always been just an email, phone call, or text away when needed. SBNG has been dependable and willing to understand LCDF's business and needs.

Jorge Almuina, Chief Financial Officer
La Clinica de Familia, Inc.

SBNG is professional, patient, reasonable, thorough and prompt in their audits and financial advice. They also have a good understanding of non-profits.

Ray Tullius, Executive Director
Opportunity Center for the Homeless

We realize that many not-for-profit organizations face difficulty in complying with regulatory requirements due to a shortage of personnel. Our goal is to simplify the auditing, compliance, and reporting process to allow you to focus on what really matters – accomplishing your organization’s mission. From assisting in the preparation of the financial statements to making recommendations to improve internal controls, let us put our extensive not-for-profit and single audit knowledge to work for you.

We are committed to exceeding the highest-quality standards of our profession in each service we provide to our clients. Click below to learn more about our commitment to quality, which includes our peer review results and membership in the AICPA Governmental Audit Quality Center and Employee Benefit Plan Audit Quality Center.

Learn more about our "Commitment to Quality"

Our experience with not-for-profit organizations has allowed us the opportunity to provide a wide array of services specific to the industry, including the following:

Audit & Assurance Services

  • Financial statement audits, reviews and compilations
  • Compliance (Single) audits under Uniform Guidance and Texas State Single Audits
  • Governmental audits under Governmental Auditing Standards (Yellow Book)
  • Employee benefit plan audits
  • Agreed-upon procedures (AUP)

Tax Services

  • Preparation of annual Form 990/990-T/990-EZ/990-N
  • Not-for-profit tax-exempt status application (Form 1023/Form 1024) and initial set-up
  • Executive compensation studies and analysis
  • Various additional tax services

Additional Industry-Specific Services

  • Assistance with preparation of Schedule of Expenditures of Federal Awards (SEFA)
  • Grant reporting, grant writing and other grant-related tasks
  • Budget preparation and reporting
  • Monitoring of specific programs to determine compliance with laws, contracts and regulations
  • Implementation of internal controls specific to contract requirements
  • Indirect rate negotiations and indirect cost allocation plans

Other Services

  • Outsourced CFO services
  • Due diligence procedures
  • Internal control reviews
  • Assistance with fiscal year-end close
  • Accounting system set-up and transition
  • Monthly, quarterly and annual bookkeeping and tax filings
  • Written policy development and staff training
  • Various additional small business accounting services
  • Various additional consulting and other services

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