Nonprofit Audit and Accounting Services
This is a very challenging time for nonprofit organizations. Dramatic changes resulting from recent economic, social, and legislative developments are increasingly common. Many face the demand for increased levels of program activities during a period of reduced government funding, reduced tax benefits for gifts, and variable environmental and political issues impacting interest rates. In addition, nonprofit organizations face increasing Federal and State regulations, changes in tax laws, threat of litigation, and increased reporting requirements.
Experience You Can Trust
Our Nonprofit Solutions Group is made up of Certified Public Accountants who specialize and take pride in knowing the needs and requirements of the nonprofit environment. Accordingly, we are able to provide our nonprofit clients with a wide range of services from traditional accounting and auditing to highly diverse and specialized financial consulting and advice. With over 40 years of experience, we have built a reputation for quality and value. We presently serve over 200 nonprofit and governmental entities throughout New York State.
As a client of our firm, you will receive your services on time and on budget, with no disruptions and no surprises. Insero’s clients experience, seamless transitions, and staff continuity are unrivaled by other firms. Our consistent ranking as one of the nation’s Best Accounting Firms to Work for by Accounting Today and Best Companies Group is just one of the reasons our turnover rate is well below the industry average.
Our Quality Commitment
We are committed to adhering to the highest quality standards and have developed a number of procedures for ensuring these standards are upheld. These include designating a partner responsible for the quality of our nonprofit audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.
Our goal is to continue to enhance our quality initiatives within our nonprofit audit practice to deliver the highest quality audit services possible.
Our services include:
- Compliance Audits under Uniform Guidance
- Program and Grant Audits
- Annual Plan Reporting to Client, Federal Agencies, and Plan Participants
- IRS/DOL, ERISA Reporting and Compliance
- IRS 990/990T, NYS annual financial report form CHAR 500
- Audits and Preparation Assistance of Consolidated Fiscal Reports (CFR)
- Fraud Audits
- Review and Testing of Internal Controls
- Cybersecurity Consulting
- Data Analytics
- Other Consulting Services Related to Nonprofit Audits
What our clients have to say…
“I was very favorably impressed with the knowledge and professionalism of Insero’s team, and particularly pleased with their openness, approach, and communication. Communication was an important part of our assessment as we went through the vetting process, and the team did not disappoint.”
Resources
Client Service Team
Evan Cleveland
Email (607) 216-1917 LinkedIn Evan Cleveland, CPA [...]
Patrick Jordan
Email (607) 216-1908 Patrick S. Jordan, CPA Partner [...]
Vincent Leo
Email (585) 697-9683 LinkedIn Vince is [...]
Benjamin Owens
Email (607) 216-1922 LinkedIn Benjamin Owens, CPA Partner [...]
Duane Shoen
Email (607) 216-1909 Duane Shoen, CPA Partner [...]
D. Leslie Spurgin
Email (607) 216-1907 LinkedIn D. Leslie Spurgin, [...]
Colleen Stannard
Email (607) 216-1940 LinkedIn Colleen Stannard, CPA [...]
Contact Us
Have a question or want to discuss your needs? Get in touch – we’re here to help.