At DMLO, we recognize the importance of not-for-profit organizations to our community and to our economy. These organizations provide vital services and are important in providing jobs and opportunities for service. Not-for-profit organizations make up a key segment of our business, and we are committed to providing you with high-quality, responsive accounting, auditing, tax and consulting services.
For more information contact our Not-For-Profit Chairs: Jeff McCaffrey and Christine Koenig

Not-For-Profit Services

  • Consulting Services
  • Cost analysis
  • Business valuations
  • Employee retirement plans
  • Forecasts and projections
  • Medicaid and Medicare rate setting advisory services
  • Mergers and acquisitions assistance
  • Deferred compensation plan accounting
  • Design of accounting systems and procedures
  • Assistance in selection of computer systems
  • Assistance in obtaining financing, including tax exempt bonds
  • Arbitrage calculations for tax exempt bond issues

Organizations We Serve

  • Long-term care nursing facilities and retirement communities
  • Children’s service organizations
  • Voluntary health and welfare organizations
  • Trade associations
  • Schools
  • Country clubs
  • Churches and religious organizations
  • Assisted living facilities
  • Foundations
  • Condominium associations

Client accounting services

Click here to learn more about our cloud accounting options for nonprofits, and below for first-hand reports from a couple of organizations who have made the switch:

Auditing & other services

  • Financial audits
  • Specialized audits required by federal funding sources – OMB Circular A-133
  • Specialized audits required by U.S. Department of Housing u0026amp; Urban Development (including electronic filing capability)
  • Reviews and compilations of financial statements
  • Reports on compliance with contractual agreements
  • Internal auditing
  • Affordable Housing Services
  • Long-Term Care Services

Resources is an online community/resource developed in response to the Community Reinvestment Act, to connect lenders and not-for-profits.
CNPE Learning Calendar

We can help you.

Our team has invested extensive time and resources developing specialized expertise and experience.
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