Who We Serve

NOT-FOR-PROFIT Consulting Who We Serve


Not-for-profit organizations are feeling the impact of government, societal, and economic changes. Managing a not-for-profit of any type is more complex than ever before. Berdon professionals advise boards of directors, chief executives, and financial officers on a multitude of issues, including financial management and reporting, regulatory compliance, and day-to-day operations. Our Firm also assists board members in discharging their fiduciary duties. Our insights and services can be a resource of information on which to make plans and base decisions.

Our not-for-profit consulting services include:

  • Preparing and reviewing of mandated cost reports, including Consolidated Fiscal Reports (CFR), Standards of Payment (SOP), Ambulatory Health Care Facility (AHCF) cost reports
  • Providing operational reviews and future revenue projections
  • Monitoring allocation of funds and the impact on reimbursement
  • Maximizing financial efficiency and reducing costs by evaluating budget variances and income and expenses
  • Developing executive compensation, retirement, and death benefit plans
  • Producing financial reports and benchmarks
  • Developing program and fiscal dashboards
  • Board and Executive Team succession planning
  • Mergers and acquisitions due diligence
  • Performing Board of Directors governance training
  • Budgeting and financial forecasting
  • Developing cash flow improvement strategy plans
  • Analyzing revenue sources-reviewing and evaluating unrelated business income (UBI)
  • Assisting in office lease negotiations

Berdon works side by side with organization management and boards to ensure their operations are healthy and the future of the organization remains secure.

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