Not-for-Profit

Not-for-profits today face more scrutiny, financial challenges, compliance requirements and demands for outcomes than ever before. They need a partner who not only understands the not-for-profit landscape but also offers actionable advice for nonprofit leaders to fulfill their vision and fiduciary responsibilities.

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Services

At Sax, we let you focus on your mission while we address the operational and financial obstacles that stand in the way of achieving it. Our accounting, tax and advisory services include:

• Financial Reporting
• Auditing (including single audits under OMB Uniform Guidance)
• Tax Planning and Preparation
• Risk Management
• Governance Best Practices
• Internal Controls
• Cash Flow Forecasting
• Workflow Efficiencies (i.e. Lean)
• iCat Impact Capacity Assessment Tool

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Fist to Five

Sax Not-for-Profit Industry Service Team members use their depth of experience and expertise to educate and consult clients on key areas that are critical to their organization’s success. We call it moving from Fist to Five.

Fist to Five Event Series

Presented by Sax, the popular Fist to Five event series brings not-for-profit executives, board members and industry leaders together to learn how they can operate and sustain their organizations more effectively through increased efficiencies and social sustainability. For a list of upcoming events, visit http://www.fisttofive.com/events.

Fist to Five Assessments

Our not-for-profit advisors also offer a proprietary Fist to Five process that combines the latest tools and best practices to evaluate not-for-profits in the following key areas:

• Vision
• Financial Health
• Accountability
• Organic Infrastructure
• Presence

The evaluation process results in a “scorecard” and executive summary that guide management and board members through the ratings given to their organizations. On a scale of “Fist” (zero) to 5, anything below a 3 would indicate where improvement is needed.

After the evaluation phase, our advisors help clients develop an Action Plan for addressing areas of weakness, as well as solutions for executing the plan.

Fist to Five Resources

Fist to Five is also an online community of speakers, bloggers and expert thought leaders offering guidance and advice for the daily challenges not-for-profits face. Visit our Resources page to access a wealth of industry knowledge and expertise.