Phillips Harvey Group
801 Laurel Oak Drive
Suite 303
Naples, FL 34108
239-566-1600 Phone
239-566-1901 Fax

 


 

It is our mission to advance your mission and community commitment through a creative, strategic approach. Thus YOUR mission becomes OUR mission.

At 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 innovations.

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.

We 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.

As 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
  • Writing business plans
  • Setting accounting policies and procedures
  • Clarifying state and federal tax issues
  • Establishing or reviewing personnel policies and designing compensation systems
  • Creating donation, endowment, and gift acceptance policies
  • Facilitating board retreats
  • Screening and recruiting financial personnel
  • Applying for not-for-profit status with the IRS

If you would like to discuss how your mission can become Phillips Harvey Group's mission, too, contact Nathan Phillips (239-566-1600).

Click here to read what our not-for-profit clients want you to know.

 


  © 2009 Phillips Harvey Group