Nonprofit Consulting Services

Nonprofits have to make every dollar count. Faced with increased funding competition, evolving technology, and changing regulations, nonprofits rely on Templeton’s nonprofit team for a myriad of requirements.

Considered one of the outstanding professional services firms serving South Florida’s nonprofits, Templeton provides organizations of all sizes with high quality audit, accounting, consulting, tax and advisory services and solutions that are customized to each nonprofit organization’s unique concerns and issues.

Our nonprofit clients include:

We have deep experience working with a full span of nonprofits ranging from civic, cultural organizations, foundations, faith-based organizations and educational institutions.

Our Services Include

Audits of financial statements in accordance with GAAP, the Yellow Book, the Single Audit Act, OMB Circulars, and various funding agencies.
Strategic planning and trend analyses.
Consultation services, including design and implementation of fund structures and charts of accounts.
Assistance with design and implementation of accounting and internal control systems, policies and procedures, and training personnel.
Consultation, design and implementation of computer systems with a special emphasis on MAS 90 accounting software.
Preparation of required reports for various funding agencies, including Mental Health and Mental Retardation Programs, Children and Youth Social Services, Long-term and Intermediate Care Facilities, Departments of Health and Human Services, Housing and Urban Development, and Public Welfare.
Preparation of federal and state tax and information returns, including private foundations.
Consultation on the most recent regulatory and legislative developments.
Consultation and advisory services on tax-related issues, including maintaining tax-exempt status and strategic planning.

The firm is a member of the AICPA’s Governmental Audit Quality Center demonstrating our commitment to the quality performance of not-for-profit, governmental and Uniform Guidance assurance engagements.

John Chenoweth

CPA, CFP®

Partner

Steven A. Templeton

CPA, CVA

Founding Partner

John Templeton

CPA, CVA, MBA

CEO and Managing Partner

Emma J. Pfister

CPA

Tax Partner

Walt Maxwell

CPA

Partner

Industry News

Pinched nonprofits may want to free up board-designated assets

In general, nonprofits can’t use restricted assets for purposes other than those specified by the original donor. Board-designated assets (or board-designated funds) are another matter. These are unrestricted funds that have been reserved by an organization’s leadership for a special purpose or a period of time. Your board can later

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