Not for Profit Services

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The ways we can help not-for-profit institutions successfully carry out their mission include:

Budgeting
Our team of professionals can help your institution structure a sensible budget for your organization's needs.

Capital Campaign Planning
Fund-raising is a critical component of the operations of any not-for-profit institution. Being successful requires good planning and execution. We can work with your professional team of advisors to achieve your capital needs.

Cash and Investment Management
Raising funds can be just one part of a not-for-profit institution's mission. Maintaining financial strength requires investing funds wisely through the use of diversification and planned allocations, which should be defined by an investment committee. We can assist in developing a long-term investment policy.

Internal Accounting Controls
Lear & Pannepacker can help you set up and maintain systems for proper accounting controls to safeguard your organization's assets.

General Accounting and Records
We can help guide your organization on how to maintain proper books and records.

Federal and State Tax Filing Compliance
Not-for-profit institutions may not be subject to many of the taxes paid by commercial ventures. However, federal and state regulating agencies still require most organizations to file annual reports. Lear & Pannepacker professionals can help with initial applications and informational returns as required.

Financial Reporting
Our services include compilation or review of your financial statements. We can help create an accounting system that will act as a foundation for business decisions.

Auditing
Lear & Pannepacker professionals are experienced auditors that can meet your compliance, grant reporting and general fiduciary needs. We also assist the board and officers in reviewing current procedures and systems to improve the organization's overall financial management.

Benefits Planning
The implementation, cost and management of employee benefits is increasingly complex, whether you are operating a for-profit or not-for-profit organization. We can help you understand the incentives of providing health and life insurance; cafeteria plans; workers' compensation, disability and other benefits.

Strategic Planning
We can implement ongoing cost analyses, cash-flow projections and other tools to help you remain abreast of changes that impact how your organization is managed.

791 Alexander Road, Princeton, NJ 08540
Ph: 609-452-2200, Fx: 609-452-1065
email: info@lp-cpa.com