Not-for-profit organizations face unique challenges that require industry-specific solutions to optimize financial, operational and overall organizational value.

Baker Tilly Advantage is a subscription service model tailored to your organization’s accounting, tax and HR needs, providing the ideal mix of resources, expertise and turnkey services.

As a community-focused organization, there is constant pressure to maximize contributions, revenues and support to create an efficient and scalable operating model that can withstand the many challenges and risks that come with managing a charitable organization – all while advancing your core mission. Organization leaders spend much of their time on administrative tasks and personnel issues instead of strategic growth efforts. Baker Tilly is here to help change that for the better.

It starts with freeing you up from the operational complexities and fiscal responsibilities related to three essential functions of every organization: accounting, taxes and human resources (HR).

However, according to a pulse survey on time management [1], most organizations spend an average of almost 70% of their time on administrative tasks and employee issues instead of strategic growth efforts.

Advantage services

Drive your mission forward with the power of Advantage services.

Accounting services

Whether you’re looking to outsource your entire accounting department, modernize back-office functions or receive assistance with basic accounting, we work with you to create a customized solution that meets your organization’s needs and scales as you grow:

  • Automated and streamlined processes
  • Real-time data to drive decisions
  • Actionable insights
  • Increase efficiency and reduced cost
  • Tiered levels of support to meet your needs

Tax services

As a not-for-profit, managing your organization is already challenging, so don’t let taxes become a distraction. At Baker Tilly, we understand that the federal and state laws for exempt organizations are complex. Our solutions-driven planning aims to minimize risk and maximize benefits through strategic planning and implementation:

  • Year-round tax planning
  • Tax preparation, including Forms 990 and 990-T
  • Accounting services
  • Annual 1099s
  • Personal property tax returns
  • Specialty tax services

HR and payroll services

People are at the heart of not-for-profits, so prioritize your human resources and payroll with a customized solution that fits your organization. We tailor our approach to provide exceptional service and support, matching you with the service bundles that will help you succeed. Services include:

  • Federal, state and local HR compliance
  • Recruitment and applicant tracking
  • Hiring and onboarding
  • Performance management
  • Benefits administration
  • Employee engagement
  • Payroll coordination

[1] Pulse Survey: Time Management, The Alternative Board, December 2015.