Nonprofit Financial Services

High value for nonprofits

A few reasons to consider us for managing your financial operation:

  • We will meet with you to assess your needs and recommend a course of action. This is important because you may not need as much as you think you do, and we are creative in aligning our services with what you can spend.  Our services are a la carte allowing you to choose only those you really need.
  • Compliance with state and federal law and reporting requirements of not for profits have become more complex than ever. If you are concerned about segregation of duties due to lack of staff or their assignments; need a risk analysis, asset management,  proper account reconciliation or a number of other issues, we bring nonprofit expertise and sensitivity because we live by the same rules that you do. 
  • 990, Form PC, UFR, UPMIFA, Annual Report, Escheat Reporting, A-133, A-122, and a myriad of rules and prescribed policies and procedures can pull you away from focusing on your mission.
  • There is no need to hire your own financial staff and be concerned about getting payroll or invoices or payables out on time. 
  • We take care of writing and implementing new policy as federal and state regulations change
  • If you include our HR services in part or whole, we can administer your fringe benefits, run CORI checks, keep your personnel files compliant with labor standards, and ensure your staff is paid in accordance with state and federal laws.  
  • There is no need for you to purchase and or maintain expensive hardware and software
  • We can maintain and store your financial records for you
  • No need to worry about turnover or a single employee being out sick; we are always working for you

ERI – because talent matters.

Contact us to arrange for a free consultation.