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NOT-FOR-PROFIT SERVICES

Overview

At Dermody, Burke & Brown, our work with Not-for-Profit clients isn't a sideline - it is a significant portion of our practice. In our 50+ years, DB&B has worked with more than 200 NFPs. Our highly experienced team is dedicated to not-for-profit engagements. We are therefore very well-versed in the day-to-day issues that most NFPs face and can offer real solutions. And should an unusual issue arise, DB&B's standing in the PKF Not-for-Profit Committee allows our team to tap into the wealth of knowledge of other top NFP accounting practices around the world.

Because DB&B has a deep base of knowledge, experience and professional contacts, we can offer what few firms can: proactive solutions. We routinely give our clients new ideas and suggestions for improving their operational efficiency and effectiveness. For example, every audit engagement culminates in a "Letter of Observations and Recommendations" that: (1) highlights relevant trends and "best practices" in the client's niche; (2) offers pertinent observations regarding the client's practices; and (3) makes suggestions for improvement. We also regularly assist our NFP clients with board presentations, including an in-depth review of the audit and a summary of our findings and other observations and recommendations.

To us, our clients are far more than clients: they are our partners. Therefore, we strive to keep them apprised of best practices, industry trends and developments, and changes in standards and regulations through our niche-specific seminars, "Thought Leadership" emails, and our Nonprofit Insights newsletters. And to ensure that it is a two-way conversation, our partners reach out to our clients often, so that we can understand the specific challenges they face and how DB&B can be of most help.

Services

DB&B's menu of services includes:

Audits and Accounting

  • Financial statement audits
  • Governmental audits
  • Review and certification of governmental cost reports
  • Fraud investigation services
  • Alerts on new standards and trends in the industry
  • Internal control studies and recommendations

Tax Services

  • Tax return preparation and filing
  • Unrelated business income tax issues
  • Tax law alerts and consultation

Advisory Services

  • Employee benefit design, audit and administration
  • Internal operational review
  • Seminars
  • Management and development training

Technology Services

  • Information systems review
  • Network security review
  • Training

Not-for-Profit Team

Dave deSilva, CPA, Partner
Jill Palmeter, CPA, Partner
Brian DuMond, CPA, Partner
Jo Ann Golden, CPA, Partner
Carolyn Sturick, CPA, Partner
Shannon Nelson, CPA
Lori Ciarla, CPA
Johanna Dorrance
Sarah Stehlik, CPA

Contact

For more information on DB&B's Not-For-Profit Services, email info@dbbllc.com or call Dave deSilva at 315.471.9171.

Links

The following is a list of links to useful websites:

The Nonprofit Risk Management Center
American Society of Association Executives
BBB Wise Giving Alliance
Board Source
Charity Navigator
CompassPoint Nonprofit Services
Council on Foundations
Giving USA
Government Accountability Office
Guidestar
Healthcare Financial Management Association
Independent Sector
Information for Tax-Exempt Organizations (an IRS site)
Management Assistance Program for Nonprofits
National Association of State Charity Officials
National Committee on Planned Giving
National Council of Nonprofit Associations
NYS Charities Bureau
Tax Basics for 501(c)(3s) (an IRS site)
The Chronicle of Philanthropy and links to other sites
The Foundation Center
The National Center for Charitable Statistics
The Nonprofit Genie
The Nonprofit Resource Center
The Nonprofit Times Online
U.S. Office of Management and Budget

DERMODY, BURKE & BROWN, CPAs, LLC
443 N. FRANKLIN STREET, SYRACUSE, NY 13204 | 315.471.9171 | FAX 315.471.8555
1120 CORPORATE DRIVE, AUBURN, NY 13021 | 315.253.6273 | FAX 315.253.0890
4350 MIDDLE SETTLEMENT ROAD, NEW HARTFORD, NY 13413 | 315.732.2991 | FAX 315.732.0282