If you feel your organization would benefit from on-site consulting by one of the foremost authorities on not-for-profit financial management, your will be glad you selected Ed McMillan, CPA, CAE.

After completing the on-site portion of the consulting assignment, Ed will provide and in-depth report of his findings, including recommendations for improvement. The consulting study includes:

• Analysis of existing systems of internal controls

• Evaluation of risk-reduction systems, such as adequacy of fidelity bond and other insurance coverage

• Review of tax returns and other filings, including Form 990 and Form 990-T

• Review or assist in compiling policies and procedures

• Evaluation of personnel policies and fringe benefits programs

• Review the relationship between the organization and its independent CPA firm

• Issue independent option of the adequacy of audits, reviews or compilations

• Issue option of adequacy of internal financial statements

• Review the effectiveness of the existing budgeting system.

TOP