Edelstein & Company can help you balance your organization’s financial needs with the needs of the communities you serve. We work with you to:

  • Streamline administrative and financial operations
  • Fulfill the range of state and federal regulatory requirements
    • Perform audits and reviews of financial statements
    • Prepare Form 990
    • Complete Form 1023 Application for Recognition of Exemption
  • Develop board governance policies, practices and procedures
  • Develop internal accounting controls to minimize risk
  • Assess the impact of changing laws, regulations and the economy and then recommend a practical approach to manage these issues and concerns
  • Provide strategic, long-term planning guidance to ensure your organization’s success over the long haul

Our Nonprofit Team makes it easier for you to manage organizational finances, governance issues and regulatory compliance, so you can focus on what really matters – making a difference.

To learn more about how we can help, contact David McKay at 617-227-6161.