CITRIN COOPERMAN’S NOT-FOR-PROFIT PRACTICE
Citrin Cooperman is a leading accounting, tax, and advisory firm with 15 locations nationwide. The firm was founded in 1979 by Joel Cooperman and Niles Citrin and today is the 22nd largest accounting and consulting firm in the United States and 4th largest in the Mid-Atlantic region. We work with our clients to provide strategic advice for their organizations, actively bringing our best-in-class resources so you can focus on what counts.
The firm consists of 1,100 employees firm wide, including 185 partners. In addition, our Not-for-Profit Practice team consists of a local partners, directors, managers, and senior accountants who are exclusively dedicated to the not-for-profit sector year-round. Our dedicated professionals have the expertise and knowledge to meet the needs of not-for-profit organizations in the areas of accounting, audit, tax, and consulting. When you need a highly-specialized service, you can count on our team to develop innovative solutions and strategies to help your organization succeed. We are committed to serving as a valuable resource to you when it comes to compliance and governance issues so you can focus on its mission and not regulations.
The not-for-profit organizations served include:
Professional and trade associations
Education services organizations
Research and scientific organizations
Private and public foundations
Social services organizations
Arts and music organizations
Crisis and intervention organizations
Working with a full-service accounting and consulting firm means so much more than just audits, reviews, and tax returns. In addition to our dedicated industry practice and full range of audit, attest, and core tax services offerings, Citrin Cooperman also has a deep bench of consulting and specialty services to help support your business and personal assets from all angles. Our advisory services range from business consulting and technology/risk advisory consulting, wealth management, and transaction specialty services. The following services we provide are most popular among our not-for-profit clients:
Audit, assurance, and review services
Evaluation of internal controls
Audits of employee benefit plans
Assisting with obtaining financing and funding
Tax compliance and consulting services
Review of operational and financial systems
IRS tax exam representation
Business planning and budgeting
Evaluation of grant provisions and reporting
Outsource accounting services
Citrin Cooperman partners and principals across the firm are actively involved in various professional associations, organizations, and their respective committees. While uncommon among accounting firms, we believe that active participation on boards of local not-for-profit organizations and national associations enhances our ability to serve our not-for-profit clients and demonstrates our commitment to providing excellent service to the not-for-profit industry.
Citrin Cooperman’s Not-For-Profit Practice conducts educational seminars and roundtables and releases publications related to the not-for-profit sector. These services are provided to our clients at no charge since we believe it is important to provide education and an open forum for the exchange of best practices to our clients. Examples of seminars/roundtables and publications are listed below. Articles and a listing of upcoming events are available on our website by clicking on the “Thought Leadership” tab.