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Deal Team M&A Insights Through Mid-2024
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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Not-for-profits are asking us to help them move from outdated, on-premise and labor-intensive processes toward new, efficient automated systems.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
A. MICHAEL BUCCI
Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York
A. MICHAEL BUCCI
Partner, UHY LLP
Managing Director, UHY Advisors
JOHN KINCAID
Partner, UHY LLP
Managing Director, UHY Advisors
MARC ROSEN
Principal, 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
LAUREN OUIMET
Principal, UHY Advisors
MICHAEL TRETTIN
Partner, UHY LLP
Managing Director, UHY Advisors
SARAH HARDEE
Office Managing Partner, Nashville, UHY LLPManaging Director, UHY Advisors
Nashville, Tennesee
SARAH HARDEE
Office Managing Partner, Nashville, UHY LLPManaging Director, UHY Advisors
RHONDA NEWMAN
Partner, UHY LLP
Managing Director, UHY Advisors
Kalamazoo, Michigan
RHONDA NEWMAN
Partner, UHY LLP
Managing Director, UHY Advisors
DAVE HOVE
Partner, UHY LLP
Managing Director, UHY Advisors
NATASHA PERKINS
Principal, UHY LLP
ROBERT BOESIGER
Partner, UHY LLP
Managing Director, UHY Advisors
Detroit, Michigan
ROBERT BOESIGER
Partner, UHY LLP
Managing Director, UHY Advisors
NICOLE OVERBAUGH
Principal, UHY LLP
STEVE KATZMAN
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan
STEVE KATZMAN
Partner, UHY LLP
Managing Director, UHY Advisors
BRIAN KEARNS
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
MIKE SANTICCHIA
Partner, UHY LLP
Managing Director, UHY Advisors
Ann Arbor, Michigan
MIKE SANTICCHIA
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
BARRY THOMAS
Partner, UHY LLPManaging Director, UHY Advisors
TEGEST HAILEMICHAEL
Principal, UHY Advisors
NANCY PATZWAHL
Principal, UHY Advisors
RICHARD KOSKEY
Principal, UHY Advisors
DAVID PLAJSTEK
Principal, UHY Advisors
ALEX ZHANG
Partner, UHY LLP
Managing Director, UHY Advisors
N. THÉRÈSE WOLFE
Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York
N. THÉRÈSE WOLFE
Partner, UHY LLP
Managing Director, UHY Advisors
MICHAEL BURKE
Partner, UHY LLP
Managing Director, UHY Advisors
AUDREY MCKENRICK
Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland
AUDREY MCKENRICK
Partner, UHY LLP
Managing Director, UHY Advisors
MARLENE BEACH
Principal, UHY LLP
JAMES DANIELS
Partner, UHY LLP
Managing Director, UHY Advisors
SUZANNE MULDOON
Principal, UHY Advisors
JEAN HOWE LOSSI
Principal, 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
COLETTE CAHILL
Partner, UHY LLPManaging Director, UHY Advisors
ERIC HENNESSEY
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
JENNIFER WOOLF
Principal, UHY LLP
ERIK BONSTROM
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
MATTHEW VANDERBECK
Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York
MATTHEW VANDERBECK
Partner, UHY LLP
Managing Director, UHY Advisors
STACY FARBER
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington, Connecticut
STACY FARBER
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
BRADLEY CUMMINGS
Partner, UHY LLP
Managing Director, UHY Advisors
Catskill, New York
BRADLEY CUMMINGS
Partner, UHY LLP
Managing Director, 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
NELLY GIZDOVA
Partner, UHY LLP
Managing Director, UHY Advisors
MARK CRONIN
Principal, UHY Advisors
ANGELA KOPRIVA
Principal, UHY LLP
TINA STEINBECK
Principal, UHY Advisors
JANEEN ARMSTRONG
Principal, UHY Advisors
MAUREEN DOCKSTADER
Partner, UHY LLP
Managing Director, UHY Advisors
JACK REAGAN
Partner, UHY LLP
Managing Director, UHY Advisors
DANIEL KEY
Principal, UHY Advisors
ROY GEISER
Partner, UHY LLP
Managing Director, UHY Advisors
PAUL BAILEY
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
ALANNA ABREU
Principal, UHY Advisors
CHRIS PETERSON
Principal, UHY Advisors
JENNIFER PAWLOWSKI
Principal, UHY LLP
CYNTHIA SCHEUER
Managing Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York
CYNTHIA SCHEUER
Managing 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
JOYCE O'DWYER
Principal, UHY Advisors
AMY GALLAGHER
Managing Director, UHY Consulting
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
KAREN SHAFIK
Partner, UHY LLP
Managing Director, UHY Advisors
Port Huron, Michigan
KAREN SHAFIK
Partner, UHY LLP
Managing Director, UHY Advisors
KERRY SANTOPIETRO
Principal, UHY Advisors
SCOTT MAYOTTE
Principal, UHY Advisors
JODY LURK
Partner, UHY LLP
Managing Director, UHY Advisors
JEFFREY HAYDEN
Partner, UHY LLPManaging 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
JULIE MAYER
Partner, UHY LLPManaging Director, UHY Advisors
DANIEL ENSOR
Principal, UHY LLP
MARK WELSH
Partner, UHY LLP
Managing Director, UHY Advisors
MARK DICKINSON
Principal, UHY LLP
SCOTT MACCALLUM
Principal, UHY LLP
MICHAEL MAHONEY
Northeast Regional Managing Director, UHY Advisors
New York, New York
MICHAEL MAHONEY
Northeast Regional Managing Director, UHY Advisors
SCOTT MCRUER
Partner, UHY LLP
Managing Director, UHY Advisors
Kansas City, Missouri
SCOTT MCRUER
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