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Client Connect

Client Connect

Your own "self-service" area! Check on your account and connect with us at your convenience.

Not-For-Profit Clients

Successfully operating a not-for-profit organization through tough economic times is more challenging and more complex than ever before. At Marien + Company, because of our 30 years of experience in working with not-for-profit entities and our own extensive volunteer time with not-for-profit entities, we understand the challenges your organization is faced with. We work with management and the boards of not-for-profits to help offer guidance in dealing with these problems, especially those dealing with financial management. We are committed to assisting not-for-profits. We dedicate resources and assign our top professionals to the accounts of not-for-profits in an effort to better serve you.

We can assist not-for-profit organizations in understanding regulations and managing their financial requirements efficiently and effectively. Our services include the following:

  • Application for or Changes in Tax Exempt Status with the IRS
  • Preparation and Consultation Regarding Form 990 and the Related Policies
  • Preparation and Consultation Regarding State Filings Requirements
  • Preparation of Financial Statements and Audits, Reviews or Compilations
  • Assistance in the Preparation of Budgets, Forecasts and Projections
  • Assistance in Preparing Policies and Procedures
  • Review of Internal Controls and Compliance
  • Assistance in Establishing Accounting and Reporting Systems
  • Assistance with Accounting and Bookkeeping Issues
  • Professional Staffing and Consulting Assistance
  • Assistance with Cost Allocation Plans and Overhead Rates
  • Fraud Investigations
  • Assistance with Audit Committees
  • Special Procedures to Test Sub-Recipients’ Controls and Compliance

Our staff works hard to assist not-for-profit entities to understand what is required of them by the regulations in place, and how it will affect their financial reporting. We do this by providing our not-for-profit clients with classes on subjects such as:

  • Internal Control Framework: Establishing an Accounting Manual
  • Establishing An Audit Committee
  • Management’s Role in Preparing Form 990
  • Board Member Responsibilities
  • Using QuickBooks for Nonprofits
  • How to Prepare for Your Audit

Plus, we provide seminars to our other clients that have been of interest to some of our not-for-profit clients as well. These include topics such as: employment law (presented by a labor attorney), public speaking (presented by Dale Carnegie), preparing PowerPoint presentations, calendar year end payroll requirements, various QuickBooks seminars, etc.