The irony of being a not-for-profit is how important money is.

We have helped organizations big and small find faster ways to their goals and smarter ways to fulfill their missions. We act as an independent ally to the board’s strategic plan, taking a proactive approach to ensuring the vitality and viability of your organization in the short and long term. By evaluating tax laws early on and being straightforward in our communications after our audits, we provide ideas to increase cash flow, streamline processes and accomplish financial and operational goals.

Our CPAs not only successfully serve not-for-profits in a professional capacity, but also as volunteers, acting in leadership roles for a large variety of organizations and participating in community service projects. So we understand the concerns of the board and the challenges facing management. Furthermore, we appreciate the immense value of the contribution of volunteer organizations to the character and quality of their communities.

Specialized services

  • Audits, reviews and compilations of financial statements
  • Agreed Upon Procedures
  • OMB Circular A-133 single audits and program-specific audits
  • Identification and Implementation of Current Best Practices for Not-For-Profits
  • Federal and State Tax Compliance
  • Tax planning and savings
  • Preparation of CRUT/CRAT Tax Returns
  • Strategic and Organizational Planning including review of board policies and board orientation
  • Assistance with board orientation and training
  • Operational Reviews to Streamline Systems
  • Budgeting and Cash Flows
  • Assistance in Software Selection, Installation, and Training
  • HR Consulting including assistance with set up and administration of employee benefit plans
  • Functional cost allocation methods and procedures
  • Indiana property tax and exemptions

Our Quality Commitment

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Amanda J. Meko, CPA
Audit and Assurance Services
317.260.4436
Anita W. Sherman, CPAAnita W. Sherman, CPA
Managing Partner
317.240.4486

As a member of the American Institute of CPAs Governmental Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements, which include designating a partner responsible for the quality of our not-for-profit audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.

For more information about audit quality, visit the Governmental Audit Quality Center at http://www.aicpa.org/GAQC.

Industry Experience

  • Agricultural Organizations
  • Arts Organizations
  • Churches
  • Civic Organizations
  • Community Development Corporations
  • Fraternities and Sororities
  • For-Profit Subsidiaries
  • Charitable and Private Foundations
  • Government Funded Organizations
  • Homeowner’s Associations
  • Human Service Organizations
  • Joint Ventures
  • Membership, Professional and Trade Associations
  • Religious Organizations
  • Schools
  • Social Clubs
  • United Way Agencies
  • Veteran’s Organizations

Professional Affiliations and Community Involvement

  • Member of CPA Associates International, with membership on the peer review, and NFP committees
  • Board Member and member of Leadership Cabinet of Indiana CPA Society
  • Board Member of American Society of Women Accountants Indianapolis Chapter
  • Member of Manchester College’s Planned Giving Committee
  • Member of Audit Committee for Volunteers of America
  • President of Library Leasing Corporation

Items of Interest
Tax Information for Charities & Other Non-Profits
Charity Navigator – America’s Largest Charity Evaluator | Home
Standards for Charity Accountability – U.S. BBB
Independent Sector
BoardSource: Build Effective Nonprofit Boards of Directors through Good Governance
Council on Foundations
ASAE & The Center for Association Leadership