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Not-for-Profits

DeLeon & Stang has established a focused team of professionals who knows what it takes to assist not-for-profit organizations in reaching their financial goals. Through our experience, we have gained a deep understanding of the unique needs and tax laws facing our clients in this industry. By developing long-term, close client relationships, we can offer customized solutions that are aligned with your organization’s mission. We strive to help maximize your resources, so you may focus on fulfilling your commitment to the community.

Our not-for-profit team can assist with the following services:

Audits, reviews and compilation services
Full-service accounting
Assistance with internal controls
Tax compliance assessment
Tax advisory services
Outsourced CFO services
Charity registration filings
Election ballot services
Ethics and governance services
Fraud investigations
Strategic planning and consulting services
Tax return preparation and planning
Assistance in establishing planned giving programs
Representation before IRS, State Departments of Revenue or other taxing authorities
A-133 audit and consultation
Assistance in banking/lending relationships
Membership surveys
Personnel policy manuals and employee handbooks
Retirement planning and benefits consulting:
- Pension plan administration
- Benefits consulting
- Investment management

We know not-for-profit organizations have a unique set of accounting, tax and financial needs, just as they have distinct missions to carry out in the community. Therefore, our team will always be responsive to your needs and concerns while providing you with the expertise and support you need to achieve your goals. At DeLeon & Stang, we look forward to offering your not-for-profit organization the exceptional services you require.

Our Services

Bookkeeping and Accounting Support Services

Over the years, we have worked to build a team of professionals capable of providing quality bookkeeping and accounting services. As trusted advisors, we can provide you with strategic recommendations to help you achieve maximum profitability for your organization. At DeLeon & Stang, we take an active role in learning about your organization, needs, structure and internal processes. This allows us to provide systems tailored to your organization. Our team is focused on anticipating your needs and working with you to ensure you have the necessary resources and tools to meet your specific goals.

Complete Financial Management

At DeLeon & Stang, our specific industry expertise and commitment to strong personal relationships allows us to provide realistic recommendations to help you achieve your business goals. Our knowledgeable professionals possess the skill and foresight necessary to successfully navigate you through a constantly changing economy. We are equipped to handle many of the special situations that otherwise distract your attention from the daily management of your organization.

Technology Solutions and Training

Technology has become an integral part of our daily lives and many of us can’t even imagine what life was like before the personal computer, the Internet and accounting software. DeLeon & Stang recognizes that many not-for-profits depend on technology to manage their day-to-day bookkeeping needs.

At DeLeon & Stang, we can help you improve your technology systems and processes so you experience less hassle and greater efficiency. Our team can help you implement technology solutions that are designed to grow with your organization’s changing needs. We offer training on all software we sell and support. Our classes are facilitated by trained instructors in a professional environment. By utilizing our services, you can focus more on running your organization and spend less time dealing with technology issues.