Who We Serve: Non-Profits

Our non-for profit experience includes social service agencies, trade associations and chambers of commerce. We have extensive experience also in working with funding from state and federal agencies, and we are familiar with the process. The majority of our work with non-profits is in assurance, but we also provide monthly bookkeeping and year-end accounting services. Our non-profit team has years of experience and is up to date with non-profit reporting and compliance changes. For this reason, we are able to add value to our clients by ensuring that compliance requirements are met and also by finding ways of improving internal controls or other areas of operations.

Some of the services we provide are:

Audit, Review and Compilation of Financial Statements
Monthly bookkeeping
Year-end Accounting Clean-up
Internal Control analysis
Bank and Compliance Audits
Temp to permanent or interim staffing

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Securities and insurance products offered through Cetera Financial Specialists LLC (DBA Cetera Financial Specialists and Insurance Services in CA), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Cetera Financial Specialists LLC does not offer tax or legal services.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor listed on this site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.

Home offices at 200 N. Martingale Rd, Schaumburg, IL 60173; phone 888.528.2987.

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