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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.

CAPABILITIES

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Not-for-profits are asking us to help them move from outdated, on-premise and labor-intensive processes toward new, efficient automated systems.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

JEAN HOWE LOSSI

Principal, UHY Advisors
Hudson, New York

JEAN HOWE LOSSI

Principal, UHY Advisors

MARC ROSEN

Principal, UHY Advisors
St. Louis, Missouri

MARC ROSEN

Principal, UHY Advisors

MIKE SANTICCHIA

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

MIKE SANTICCHIA

Partner, UHY LLP
Managing Director, UHY Advisors

JONATHAN BECKER

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

JONATHAN BECKER

Partner, UHY LLP
Managing Director, UHY Advisors

LAUREN OUIMET

Principal, UHY Advisors Inc.
Saratoga Springs, New York

LAUREN OUIMET

Principal, UHY Advisors Inc.

NANCY PATZWAHL

Principal, UHY Advisors
Hudson, New York

NANCY PATZWAHL

Principal, UHY Advisors

PAUL YODER

Director of State and Local Tax, UHY Advisors
Houston, Texas

PAUL YODER

Director of State and Local Tax, UHY Advisors

MICHAEL MAHONEY

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

MICHAEL MAHONEY

Northeast Regional 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

MICHAEL LIPSCHULTZ

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

MICHAEL LIPSCHULTZ

Partner, UHY LLP
Managing Director, UHY Advisors

PATRICK ROHRKASTE

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

PATRICK ROHRKASTE

Partner, UHY LLP
Managing Director, UHY Advisors

RICHARD KOSKEY

Principal, UHY Advisors
Hudson, New York

RICHARD KOSKEY

Principal, UHY Advisors

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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©2022 UHY LLP. ALL RIGHTS RESERVED.

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.