Not-for-Profit

Not-for-profit organizations answer to perhaps the widest array of constituents of any management team:  the board of directors, donors, the government, the general public and, most importantly, the people they serve.  Most not-for-profits serve the greater good of society in some capacity.  Our not-for-profit team helps leaders of these organizations run operations more efficiently so they can spend more time and resources on their missions and less on administrative and financial concerns. We have helped a wide range of organizations maximize their assets and expand their efforts, touching more lives and better serving society. Our experts help not-for-profits run more like for-profit entities, with a strict fiscal discipline, a strong set of internal controls and an efficiency mindset.  We accurately and thoroughly communicate the organization's financial condition, while offering suggestions to help management achieve greater success.

Grassi & Co. works with a wide range of not-for-profit entities, including: 

• Educational institutions, including organizations focusing on special needs
• Religious institutions, including Diocesan organizations, churches, and synagogues
• Foundations
• Membership organziations and trade associations
• Cemeteries
• Social service providers, including health & welfare agencies and human services agencies   
• Incorporated Villages  
• Arts and culture organizations
• Libraries
• Country Clubs
• Day Care Centers

Charter Schools

Charter schools must produce annual audited financial statements as a matter of regulatory compliance, as well as to provide third party readers with accurate financial information.  With that in mind, schools need external auditors who understand their organizations, while maintaining current knowledge on the ever-changing requirements of audits and the dynamics of the ever-evolving charter school universe.  Grassi & Co.’s dedicated Not-For-Profit niche practice team has a client-centric philosophy that enables us to learn about our clients’ businesses as thoroughly as possible in order to provide comprehensive, value-added solutions.  With a specialization in the charter school arena, our team provides a depth of specialized knowledge that our clients highly value. The team helps organizations maximize their resources and provides high-level business advice.

For schools that already have an external auditor, Grassi’s accounting services team provides quality results to share with their auditors. External auditors need to maintain independence and are not able to provide bookkeeping and related services. Our accounting services team can provide you with services to help you close your books and records while helping your external auditors complete an accurate and efficient audit. Our accounting services team combines quality bookkeeping services with effective cash flow management and projections, helping clients obtain the pulse of their organizations’ financial health, as well as helping them effectively plan for the future.

In addition to financial statement audits and accounting services, Grassi’s team is adept at fraud checkups, board governance consultation and advisement, and a host of other services that help charter schools maintain and improve their financial health at minimum hassle.

Grassi & Co.’s Not-For-Profit niche practice team has the experience and depth of industry knowledge to help ensure charter schools are on the right financial path—and help them remain on target.

Click here for a brochure detailing the services provided by the Grassi Not-For-Profit Niche Practice