Stone Carlie's Not-For-Profit group provides professional services to charitable organizations, foundations, membership organizations, professional and trade associations, and social clubs that are exempt from federal income taxes under Section 501(c) of the Internal Revenue Code.

Assurance Services

• Audit, Review or Compilation of Financial Statements
• Agreed-upon Procedures – Procedures designed to review a specific area of the organization's operations
• Budgeting, Forecasting and Financial Analysis
• Internal Controls Review
• Circular A-133 Audits, Compliance Testing & Reporting

Tax Services

• Federal Tax Consulting and Compliance
• State and Local Consulting and Compliance
• Sales and Use Tax Consulting
• Representation before Taxing Authorities

Corporate Finance

• Business Valuations
• Mergers, Acquisitions & Divestitures
• Financing
• Capital & Debt Sourcing 

Performance Analysis & Improvement

• Financial Analysis
• Cash Flow Analysis, Forecasting and Management
• Systems Review and Design
• Performance Measurement
• Balanced Scorecard
• Benchmarking
• Financial Diagnostics and Insights
• Rapid Performance Improvement
• Rapid Financial Close
• Compensation System Design

Business Planning

• Financial Modeling
• Visioning – core values, core purpose, courageous goals, “Good to Great”
• Strategic Planning & Mapping
• Strategic Leadership
• Outsourced Resources & Project Management

Security Systems and Process Assurance

• Information Technology Planning
• Technology Risk Assessments
• IT Governance and Controls Reviews
• Security Testing and Assessment
• SAS 70 Reviews