What Our Clients Are Saying
PBMares brings a depth and breadth of experience to the table. When we have questions or need additional information, their staff has the skill set to bring that information forward. Based on PBMares' level of detail and discussion, we've set up a more sophisticated mechanism for capturing in-kind donations. Their team conducted background research to provide us comparable approaches from similar agencies, allowing us to make a more informed decision.
Executive Director
Seton Youth Shelters
Not-For-Profits
Bringing accounting solutions to not-for-profit clients has been a primary specialty of PBMares for over 45 years. This specialized area of accounting services represents 35% of the firm’s audit services.
Our Not-For-Profit Team consists of highly experienced professionals with deep industry knowledge and a commitment to providing exceptional client service. Team members understand that each entity is unique, with its own culture, circumstances and mission; therefore, services are tailored to meet each organization’s needs.
Serving not-for-profit clients is a vital part of our firm’s past, present and future. We bring structure to the spiraling demands placed upon your organization, so you can do what you do best – serve your community and constituents.
Services
PBMares can provide your organization with services in the following areas:
- Audit, Compliance and Tax
- Business Strategy
- Performance Improvement
- Risk Management
Click here to view a comprehensive list of services.
Clients
Our Not-For-Profit Team members have extensive experience working with:
- Foundations
- Voluntary health and welfare agencies
- Cultural and performing arts organizations
- Trade/membership associations
- Other non-profit organizations
Issues, Perspectives & Events
Proposed Single Audit Changes
The OMB has proposed reforms that could have a significant impact on financial reporting and accountability requirements for non-profit organizations. More…
The Ins and Outs of Endowments
(As Published by the Guidestar® Newsletter)
UPMIFA has slowly been adopted by most states to provide guidance regarding endowments. More…
Endowments – The Elephant in the Room
(As published on The Trust Blog)
One favored method for ensuring continuity of the nonprofit’s mission is the establishment of permanent endowments. More…
Team Members
- Kevin Humphries, CPA, CVA, Team Leader
- Lee T. Sullivan, CPA, CGMA, Team Leader
- Mensel D. Dean, CPA
- Daniel Haynes, CPA, CFE, CFF
- Daniel B. Martin, CPA
- Lawrence Schwartz, CPA, MBA, CVA
- Neena Shukla, CPA, CFE
- Helaine S. Weissman, CPA
- Brian Windley, CPA
- Jackie H. White, CPA
- John “Eddie” Zigler, Jr., CPA