Nonprofit & Social Services | Sobel & Co., LLC

Our nonprofit clients often ask us why we do what we do

The answer is simple - we work with the nonprofit sector because we feel good helping those who do good; we have a passion for helping nonprofit organizations achieve their mission of helping the world's most vulnerable.

To accomplish this, we provide personal attention, targeted programs, ongoing educational information and access to best practices and benchmarks that our clients can use to make educated and smart decisions.

Sobel & Co.’s nonprofit and social service clients are served by a team of professionals who understand the importance of efficient operations for charitable, educational, government and civic organizations. With more than 175 clients in this growing niche, the team has developed a distinctive depth of experience that enables us to deliver the high quality service combined with industry expertise that our clients deserve.

At Sobel & Co. we do more than “walk the walk” and “talk the talk” for our nonprofit clients. Instead, we have the advice and guidance that the situation calls for, from long range planning to disaster recovery to executive compensation.

No matter what the issues, we have services tailored to their critical needs, such as:

Accounting and Audit (HUD, A133, private schools, operational, etc.)
Benchmarking
Board Governance
Budgeting
Competitive Analysis
Compensation Studies
Consulting Services
Cost Certifications
Cost Containment Reviews
Fraud Vulnerability Studies
Forensic Accounting/Litigation Support
Fundraising
Grant Compliance Reviews
Investment Policy Reviews
Leadership Training
LIHTC Projects
REAC Electronic Filing
Retreat Facilitation
Strategic Planning
Team Building

Sobel & Co Nonprofit and Social Services Niche

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Along with the more traditional accounting and tax services that Sobel & Co. provides for the nonprofit community, we also offer a range of additional services and resources based on our experience with this market segment.

Click Here to View the Results of the "2008-2009 Nonprofit Survey: Study of Nonprofit & Social Service Organizations" (downloads a PDF)

These services range from specialty audits, including HUD and private schools to Low Income Housing Tax Credits along with other capabilities such as:

Board training
Internal audit services
Internal controls
Marketing communications and branding
Policy manuals
Retreat facilitation

Lastly, through our network of relationships, we have access to professionals involved in these additional areas that are critical to nonprofits:

Capital Campaigns
Grant Writing

We are pleased to offer such a variety of resources and information and we look forward to working with you.

Taking care of nonprofits is a top priority at Sobel & Co. As a result, our clients benefit from our proven track record, specialized technical skills, industry credentials and ongoing commitment to remain at the cutting edge of the nonprofit services sector.

While Sobel & Co. will not recommend any particular accounting and donor tracking software for Not for Profit organizations, we have assembled a list of some of the most known programs along with a list of the characteristics of each to help make your selection process easier.
Click here to download our list of Software Analysis in PDF format.

Click here to view our "Nonprofit Matters" Newsletter

Click here to download a PDF of our Nonprofit and Social Services brochure

Click here for more information on Specialty Audits and Low Income Housing Tax Credits (downloads a Word document)

Click here to download a PDF of Sobel & Co., LLC Nonprofit Fraud Checklist

Click here to view a pdf of "Giving USA 2010" The Annual Report on Philanthropy for the year 2009

Click here for our calendar, featuring nonprofit events and programs

Click here to go the resource library to view white papers and articles

Click here to download a PDF of the NFP Desk Reference Manual

Click here to e-mail Ron Matan, the Member in Charge of Sobel & Co.’s Nonprofit and Social Services Group. Ron will be happy to answer your questions.

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