is our mission to advance your mission and community commitment through a creative,
strategic approach. Thus YOUR mission becomes OUR mission.
Phillips Harvey Group, we consider it a privilege to serve not-for-profit
organizations whose leaders value advisors that have heavy experience in the not-for-profit
sector and who focus on staying in step with regulatory guidelines and practice
Phillips Harvey Group has long-served many varied organizations
including voluntary health and welfare, charitable not-for-profits, private foundations,
charities supported by exempt-purpose activities, advocacy groups, and more.
are skilled at handling issues that surround fund accounting, cash vs. accrual
accounting, treatment of fixed assets and contributions, pledges, transfers and
appropriations, and non-cash contributions. These services create the cornerstone
of what should be a comprehensive program that ensures fiscal and managerial responsibility.
a strong financial foundation for its not-for-profit clients, Phillips Harvey Group also provides
basic services including compliance with government regulations and preparation
of financial statements and tax returns.
Phillips Harvey Group is constantly
updating its knowledge about industry standards and supplementary guidelines that
are presented by Government Auditing Standards (GAS); Government Auditing Standards
Board (GASB); Financial Accounting Standards Board (FASB), Auditor General; the
American Institute of Certified Public Accountants (AICPA), and the U.S. Federal
Office of Management and Budget (OMB). We advise toward strict adherence of the
crucial guidelines regarding contributions received and made and also to the composition
of financial statements.
We encourage our clients to tap into
our knowledge to assist with important strategic planning and the development
of benchmarks in addition to:
- Developing cash flow projection spreadsheets
- Setting accounting policies and procedures
state and federal tax issues
- Establishing or reviewing personnel policies
and designing compensation systems
- Creating donation, endowment, and gift
- Facilitating board retreats
- Screening and
recruiting financial personnel
- Applying for not-for-profit status with
If you would like to discuss how your mission can become
Phillips Harvey Group's mission, too, contact Nathan Phillips
Click here to read
what our not-for-profit clients want you to know.