Running a not-for-profit organization comes with a unique set of challenges. These organizations must stretch every donation in order to do the most possible good with their resources, while justifying their financial decisions to donors, oversight bodies, and beneficiaries. It’s a delicate balance, and we aim to help you strike the right balance. Our recommendations for improving your financial and operation procedures can help you make the most of your limited time and resources.

Service Beyond the Bottom Line

Get an answer that moves you forward and goes beyond just the numbers.

The Pun Group’s Not-for-Profit Group brings decades of combined experience in serving tax-exempt organizations to your unique situation. We provide tax, assurance, and consulting services to help you improve efficiency and maintain compliance with pertinent regulations.

Our team is always up-to-date on changes in regulations, accounting procedures, and tax laws that affect the not-for-profit industry, and we will work with you to ensure you understand how industry changes apply to your organization. We deeply admire the work of charitable organizations, and we are fully dedicated to helping not-for-profits serve their communities.

Our not-for-profit clients include:
  • Business organizations
  • Human service organizations
  • Social service agencies
  • Private foundations
  • Supporting organizations
  • Federally qualified health clinics
Our services include:
Assurance services
  • Financial statement audits
  • Employee benefit plan audits
  • Compliance audits – OMB Circular A-133
  • Agreed-upon-procedure engagements
  • Other attestation engagements
Management advisory services
  • Financial and operational consulting
  • Enterprise and corporate compliance risk assessments
  • Internal audits
  • Financial/operational analysis
  • Litigation support
Tax services
  • Consultation and preparation for tax-exempt status
  • Annual state and federal filings
  • Other regulatory filing compliance
  • Consultation of unrelated business income tax