Accounting & Consulting for Associations, Trade Unions, & Professional Societies

Technology may simplify operations, but its ability to reach constituencies more easily and disseminate news and information more quickly challenge the very reason member-driven organizations arose in the first place. As a result, these groups must find new ways to add value while functioning in an environment of increased transparency.

As so many not-for-profit groups have discovered, tapping the expertise of an industry leader can prove essential to maintaining and building membership, streamlining everyday operations and fulfilling regulatory requirements. PKF O’Connor Davies’ commitment to the not-for-profit industry began with our founding more than a century ago; today we are proud to work with more than 2,000 such groups with a special focus on member-driven organizations.

With a longstanding commitment to and demonstrated expertise in the non-profit sector, we are the firm of choice for member-driven organizations of every kind.

Diverse, Comprehensive Support

From complete audit and tax services to deep advisory support, our expertise is undisputed. Whether reviewing existing policies and procedures, assessing internal controls or recommending ways to strengthen IT security, PKF O’Connor Davies’ knowledgeable professionals address virtually every challenge today’s organizations face.

We help clients assure internal governance, identify and resolve potential conflicts of interest. Associations benefit from our tax planning expertise when seeking to preserve their tax-exempt status. Our professionals understanding of complex membership structures, particularly those with associated corporations, public charities and political action committees, equips them to add genuine value when assisting with implementation and management. Among the many services we provide are the following:

  • Financial statement audits, reviews, and compilations
  • Organization and operational reviews
  • Internal control reviews
  • Planning and compliance for payroll, sales tax, review of unrelated business income
  • Tax preparation
  • Employee benefit plan audits and compliance studies
  • Governance consultation
  • Membership relations
  • Complete back-office services including billing and collection
  • Information Technology reviews
  • External whistleblower programs
  • Advisory services

Committed to Serving Non-Profit Organizations Since 1891

With one of the nation’s largest specialized not-for-profit accounting and audit practices, PKF O’Connor Davies regularly hosts seminars to help our clients stay informed of the latest issues facing the industry — and how to address them most cost-effectively. Our many publications, such as our Nonprofit Notes and Tax Notes e-newsletters, offer insightful analyses of current accounting, tax and regulatory issues.