W&HWhittlesey & Hadley, Advisors to Successful People
Advisors to Successful People


Services we provide to not-for-profit organizations
Services we provide to not-for-profit organizations

Accounting and Auditing

  • Financial Statement Audits.
  • Yellow Book and Single Audits.
  • Financial statement review and compilations.
  • Agreed-upon procedures.
  • Employee Benefit Plan Audits and preparation of IRS Form 550.
  • Budget preparation and analysis.
  • Cash flow projections.
Tax Services
  • Tax compliance and reporting requirements.
  • Tax planning regarding unrelated business income issues.
  • Representation before tax authorities.
  • Tax exemptions for nonprofit organizations.
Advisory Services
  • Management advisory services.
  • Board development and training.
  • Organizational and strategic planning.
  • Operational efficiency studies and grant studies (to maximize grant and rate reimbursements).
  • Contract review.
  • Cost containment.
  • Benchmarking.
  • Grant procurement.
Technology Services
  • Best Software’s MIP Fund Accounting and Paradigm Fundraising Solution.
  • Information systems review.
  • Network security reviews, including HIPAA compliance.
  • Wide and Local Area Network support.
  • Website development, Internet and email solutions.

Whittlesey & Hadley - 860-522-3111
copyright 2007 Whittlesey & Hadley

 

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