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INDUSTRIES

CLIENT ACCOUNTING ADVISORY SERVICES

NOT-FOR-PROFIT & HIGHER EDUCATION

Our decades of experience serving not-for-profit and educational organizations of all structures, sizes, and complexities helps us provide you with accounting, advisory, audit, and tax services you need to sustain and grow your organization and maintain your tax-exempt status. Find out how.

2024 Not-for-Profit Trends Report

The UHY 2024 Not-for-Profit Survey was created to assess the state of the industry as economic and societal trends continue to challenge organizations in all sectors. We sought input from participants in various positions within the industry on financial matters, technology utilization, talent challenges, and more to provide an industry benchmark for not-for-profit organizations.

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CAPABILITIES

OVERVIEW AND EXPERIENCE

Client Accounting Advisory Services (CAAS) For Not-For-Profits

Not for-profit organizations are ripe for Client Accounting Advisory Services (CAAS) solutions, which ultimately save time, create efficiency and improve timely reporting.

Whether you’re a local charity, a statewide foundation or a national trade association, there are a number of solutions to help you update and transform the financial side of your organization.

Many not-for-profits turn to CAAS automated and outsourced solutions as they run on tighter budgets and cannot hire expansive accounting departments. We have an entire practice devoted to Client Accounting Advisory Services (CAAS), which transforms financial organizations with the right people, process, and technology. Within CAAS, we offer accounting experts who have decades of experience working in not-for-profits, including monthly accounting processes, fund accounting, 990 and audit support.

Not-for-profits are asking us to help them move from outdated, on-premise and labor-intensive processes toward new, efficient automated systems. We take an agnostic and customized approach to software and staffing solutions. We’re not a solution provider of one product. Our team meets with you, listens to your organization’s challenges and recommends the best solution for your size and need.

Our Professionals

JENNIFER PAWLOWSKI

Principal, UHY LLP
Farmington Hills, Michigan

JENNIFER PAWLOWSKI

Principal, UHY LLP

AMY GALLAGHER

Managing Director, UHY Consulting
Atlanta, Georgia

AMY GALLAGHER

Managing Director, UHY Consulting

SCOTT MACCALLUM

Principal, UHY LLP
Kalamazoo, Michigan

SCOTT MACCALLUM

Principal, UHY LLP

N. THÉRÈSE WOLFE

Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York

N. THÉRÈSE WOLFE

Partner, UHY LLP
Managing Director, UHY Advisors

RONALD HICKMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

RONALD HICKMAN

Partner, UHY LLP
Managing Director, UHY Advisors

F. MICHAEL ZOVISTOSKI

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

F. MICHAEL ZOVISTOSKI

Partner, UHY LLP
Managing Director, UHY Advisors

ALEX ZHANG

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

ALEX ZHANG

Partner, UHY LLP
Managing Director, UHY Advisors

MARILYN PENDERGAST

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

MARILYN PENDERGAST

Partner, UHY LLP
Managing Director, UHY Advisors

BRIAN KEARNS

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

BRIAN KEARNS

Partner, UHY LLP
Managing Director, UHY Advisors

STACY FARBER

Partner, UHY LLP
Managing Director, UHY Advisors
West Hartford, Connecticut

STACY FARBER

Partner, UHY LLP
Managing Director, UHY Advisors

MICHAEL BURKE

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

MICHAEL BURKE

Partner, UHY LLP
Managing Director, UHY Advisors

A. MICHAEL BUCCI

Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York

A. MICHAEL BUCCI

Partner, UHY LLP
Managing Director, UHY Advisors

DENISE PISCIOTTA

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

DENISE PISCIOTTA

Partner, UHY LLP
Managing Director, UHY Advisors

MARK CRONIN

Principal, UHY Advisors
Des Moines, Iowa

MARK CRONIN

Principal, UHY Advisors

NANCY PATZWAHL

Principal, UHY Advisors
Hudson, New York

NANCY PATZWAHL

Principal, UHY Advisors

SCOTT MCRUER

Partner, UHY LLP
Managing Director, UHY Advisors
Kansas City, Missouri

SCOTT MCRUER

Partner, UHY LLP
Managing Director, UHY Advisors

MAUREEN DOCKSTADER

Partner, UHY LLP
Managing Director, UHY Advisors
Ames, Iowa

MAUREEN DOCKSTADER

Partner, UHY LLP
Managing Director, UHY Advisors

JEAN HOWE LOSSI

Principal, UHY Advisors
Hudson, New York

JEAN HOWE LOSSI

Principal, UHY Advisors

JOHN KINCAID

Partner, UHY LLP
Managing Director, UHY Advisors
Towson, Maryland

JOHN KINCAID

Partner, UHY LLP
Managing Director, UHY Advisors

MICHAEL TRETTIN

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

MICHAEL TRETTIN

Partner, UHY LLP
Managing Director, UHY Advisors

COLETTE CAHILL

Partner, UHY LLP
Managing Director, UHY Advisors
McLean, Virginia

COLETTE CAHILL

Partner, UHY LLP
Managing Director, UHY Advisors

THOMAS R. REY, JR.

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

THOMAS R. REY, JR.

Partner, UHY LLP
Managing Director, UHY Advisors

JACK REAGAN

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

JACK REAGAN

Partner, UHY LLP
Managing Director, UHY Advisors

RHONDA NEWMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Kalamazoo, Michigan

RHONDA NEWMAN

Partner, UHY LLP
Managing Director, UHY Advisors

ALANNA ABREU

Principal, UHY Advisors
Long Island, New York

ALANNA ABREU

Principal, UHY Advisors

JODY LURK

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

JODY LURK

Partner, UHY LLP
Managing Director, UHY Advisors

BARRY THOMAS

Partner, UHY LLP
Managing Director, UHY Advisors
McLean, Virginia

BARRY THOMAS

Partner, UHY LLP
Managing Director, UHY Advisors

ERIK BONSTROM

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

ERIK BONSTROM

Partner, UHY LLP
Managing Director, UHY Advisors

MICHAEL LIPSCHULTZ

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

MICHAEL LIPSCHULTZ

Partner, UHY LLP
Managing Director, UHY Advisors

SCOT HOSKINS

Partner, UHY LLP
Managing Director, UHY Advisors
Port Huron, Michigan

SCOT HOSKINS

Partner, UHY LLP
Managing Director, UHY Advisors

DANIEL KEY

Principal, UHY Advisors
Kansas City, Missouri

DANIEL KEY

Principal, UHY Advisors

CHRIS HALL

Office Managing Partner, Salisbury, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

CHRIS HALL

Office Managing Partner, Salisbury, UHY LLP
Managing Director, UHY Advisors

STEPHEN SLATER

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

STEPHEN SLATER

Partner, UHY LLP
Managing Director, UHY Advisors

MICHAEL MAHONEY

Northeast Regional Managing Director, UHY Advisors
New York, New York

MICHAEL MAHONEY

Northeast Regional Managing Director, UHY Advisors

CHRIS PETERSON

Principal, UHY Advisors
Farmington Hills, Michigan

CHRIS PETERSON

Principal, UHY Advisors

BRADLEY CUMMINGS

Partner, UHY LLP
Managing Director, UHY Advisors
Catskill, New York

BRADLEY CUMMINGS

Partner, UHY LLP
Managing Director, UHY Advisors

PAUL BAILEY

Partner, UHY LLP
Managing Director, UHY Advisors
Port Huron, Michigan

PAUL BAILEY

Partner, UHY LLP
Managing Director, UHY Advisors

JOYCE O'DWYER

Principal, UHY Advisors
Towson, Maryland

JOYCE O'DWYER

Principal, UHY Advisors

NICOLE OVERBAUGH

Principal, UHY LLP
Catskill, New York

NICOLE OVERBAUGH

Principal, UHY LLP

ROBERT BOESIGER

Partner, UHY LLP
Managing Director, UHY Advisors
Detroit, Michigan

ROBERT BOESIGER

Partner, UHY LLP
Managing Director, UHY Advisors

HOWARD FOOTE

Office Managing Partner,
Capital Region, UHY LLP
Managing Director, UHY Advisors
Albany, New York

HOWARD FOOTE

Office Managing Partner,
Capital Region, UHY LLP
Managing Director, UHY Advisors

ERIC HENNESSEY

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

ERIC HENNESSEY

Partner, UHY LLP
Managing Director, UHY Advisors

ANGELA KOPRIVA

Principal, UHY LLP
Cadillac, Michigan

ANGELA KOPRIVA

Principal, UHY LLP

DAVID PLAJSTEK

Principal, UHY Advisors
Long Island, New York

DAVID PLAJSTEK

Principal, UHY Advisors

DANIEL ENSOR

Principal, UHY LLP
Salisbury, Maryland

DANIEL ENSOR

Principal, UHY LLP

SARAH HARDEE

Office Managing Partner, Nashville, UHY LLP
Managing Director, UHY Advisors
Nashville, Tennesee

SARAH HARDEE

Office Managing Partner, Nashville, UHY LLP
Managing Director, UHY Advisors

JAMES DANIELS

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

JAMES DANIELS

Partner, UHY LLP
Managing Director, UHY Advisors

MARK WELSH

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

MARK WELSH

Partner, UHY LLP
Managing Director, UHY Advisors

MATTHEW VANDERBECK

Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York

MATTHEW VANDERBECK

Partner, UHY LLP
Managing Director, UHY Advisors

DAVE HOVE

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

DAVE HOVE

Partner, UHY LLP
Managing Director, UHY Advisors

EDWARD PLAWECKI, JR.

Special Counsel and Director of Government Relations, UHY Advisors
Farmington Hills, Michigan

EDWARD PLAWECKI, JR.

Special Counsel and Director of Government Relations, UHY Advisors

TINA STEINBECK

Principal, UHY Advisors
New York, New York

TINA STEINBECK

Principal, UHY Advisors

STEVE KATZMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

STEVE KATZMAN

Partner, UHY LLP
Managing Director, UHY Advisors

JEFFREY HAYDEN

Partner, UHY LLP
Managing Director, UHY Advisors
McLean, Virginia

JEFFREY HAYDEN

Partner, UHY LLP
Managing Director, UHY Advisors

MARLENE BEACH

Principal, UHY LLP
Farmington Hills, Michigan

MARLENE BEACH

Principal, UHY LLP

LAUREN OUIMET

Principal, UHY Advisors
Saratoga Springs, New York

LAUREN OUIMET

Principal, UHY Advisors

NELLY GIZDOVA

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

NELLY GIZDOVA

Partner, UHY LLP
Managing Director, UHY Advisors

ROY GEISER

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

ROY GEISER

Partner, UHY LLP
Managing Director, UHY Advisors

KAREN SHAFIK

Partner, UHY LLP
Managing Director, UHY Advisors
Port Huron, Michigan

KAREN SHAFIK

Partner, UHY LLP
Managing Director, UHY Advisors

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors

STEVEN WIEBLER

Partner, UHY LLP
Managing Director, UHY Advisors
Kansas City, Missouri

STEVEN WIEBLER

Partner, UHY LLP
Managing Director, UHY Advisors

JENNIFER WOOLF

Principal, UHY LLP
Kalamazoo, Michigan

JENNIFER WOOLF

Principal, UHY LLP

KERRY SANTOPIETRO

Principal, UHY Advisors
Long Island, New York

KERRY SANTOPIETRO

Principal, UHY Advisors

DAN ROLBY

Principal, UHY LLP
St. Louis, Missouri

DAN ROLBY

Principal, UHY LLP

JANEEN ARMSTRONG

Principal, UHY Advisors
Towson, Maryland

JANEEN ARMSTRONG

Principal, UHY Advisors

RICHARD KOSKEY

Principal, UHY Advisors
Hudson, New York

RICHARD KOSKEY

Principal, UHY Advisors

MARC ROSEN

Principal, UHY Advisors
St. Louis, Missouri

MARC ROSEN

Principal, UHY Advisors

JULIE MAYER

Partner, UHY LLP
Managing Director, UHY Advisors
Nashville, Tennessee

JULIE MAYER

Partner, UHY LLP
Managing Director, UHY Advisors

SCOTT MAYOTTE

Principal, UHY Advisors
Sterling Heights, Michigan

SCOTT MAYOTTE

Principal, UHY Advisors

AUDREY MCKENRICK

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

AUDREY MCKENRICK

Partner, UHY LLP
Managing Director, UHY Advisors

KATE VASILIEV

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

KATE VASILIEV

Partner, UHY LLP
Managing Director, UHY Advisors

GARY NEWKIRK

Principal, UHY Advisors
Kingston, New York

GARY NEWKIRK

Principal, UHY Advisors

SUZANNE MULDOON

Principal, UHY Advisors
Hudson, New York

SUZANNE MULDOON

Principal, UHY Advisors

MIKE SANTICCHIA

Partner, UHY LLP
Managing Director, UHY Advisors
Ann Arbor, Michigan

MIKE SANTICCHIA

Partner, UHY LLP
Managing Director, UHY Advisors

TEGEST HAILEMICHAEL

Principal, UHY Advisors
St. Louis, Missouri

TEGEST HAILEMICHAEL

Principal, UHY Advisors

MARK DICKINSON

Principal, UHY LLP
Kansas City, Missouri

MARK DICKINSON

Principal, UHY LLP

NATASHA PERKINS

Principal, UHY LLP
McLean, Virginia

NATASHA PERKINS

Principal, UHY LLP

ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

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Tax

Tax laws can be complicated, but we understand them inside and out. Business or personal, our substantial industry experience and invaluable insights to empower you to take control of your taxes. Trust us to ensure you’ll never pay more than your fair share of taxes when you work with us.

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Consulting

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

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Advisory

Our specialty-trained team of advisors work with clients to ensure success in various business needs, including Transaction Services, Corporate Finance, Client Accounting Advisory Services, and International Business Services. We work with you every step of the day to ensure your company is receiving and utilizing to best information and tools to achieve success.

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UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc., and its subsidiary entities. UHY Advisors, Inc.’s subsidiaries, including UHY Consulting, Inc., provide tax and business consulting services through wholly owned subsidiary entities that operate under the name of “UHY Advisors” and “UHY Consulting”. UHY Advisors, Inc., and its subsidiary entities are not licensed CPA firms. UHY LLP, UHY Advisors, Inc. and UHY Consulting are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. “UHY” is the brand name for the UHY international network. Any services described herein are provided by UHY LLP, UHY Advisors and/or UHY Consulting (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.