Baker Tilly Advantage for not-for-profits
Spend more time enriching your not-for-profit’s impact, not just managing its back-office and administrative functions.
Baker Tilly Advantage for not-for-profits
Not-for-profit organizations face unique challenges that require industry-specific strategies to optimize financial, operational and overall organizational value.
Baker Tilly Advantage is a subscription-based service tailored to your organization’s evolving accounting, tax and HR needs.
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. However, organization leaders spend much of their time on administrative tasks and personnel issues instead of strategic growth efforts.
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.
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).
Advantage solutions
Drive your mission forward with the power of Advantage services. We provide the ideal mix of resources, expertise and turnkey 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
- Increased 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 tax-exempt organizations are complex. Our solutions-driven approach minimizes risk and maximizes 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 take pride in providing exceptional support, matching you with the service bundle 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 and compliance
Baker Tilly has been a valuable partner in strengthening the Dallas Convention & Visitors Bureau during a significant season of change. Consistently producing timely and error-free work, Baker Tilly’s support allows us to focus on strategic challenges and decision-making vital to our success.Jacqueline Rutledge, CFO, Visit Dallas
HR Checkup
Assess the effectiveness of your organization's HR function with our complimentary HR Checkup.
Beyond Advantage: Not-for-Profit Solutions
Explore additional resources, insights and services for not-for-profit organizations.
Discover more resources
Catch up on the latest outsourced accounting, tax and HR insights for not-for-profits.
From snoozer to hotshot: Mastering HSA education for maximum impact
Help your employees take the next step in their HSA savings journey through understanding their diverse and dynamic HSA personalities.
Why not-for-profit organizations should consider outsourcing their accounting office
Explore key factors for not-for-profit organizations considering outsourcing your accounting functions and how Baker Tilly can serve as your outsourced accountant.
Multistate Payroll & HR Compliance Management
The Employer State Compliance Roadmap is an on-demand resource guide designed to aid your organization's payroll and human resource compliance management efforts by providing access to each state's respective requirements.
Enhancing workforce management with data analytics
Baker Tilly discusses how data analytics can transform workforce management. Many HR professionals use it reactively, unsure where to start.
The future of HR and payroll: staying compliant and mitigating risk
This on-demand webinar discusses recent human resources and payroll regulations, as well as provides a solution for employers looking for an easy way to stay up-to-date and in compliance.
U.S. labor trends: the state of fair pay, equity and transparency
Regulatory and legislative requirements remain increasingly complex and remote work brings the issue of fair pay, equity and pay transparency to the forefront.
Outsourcing your accounting function: Making data-driven decisions while saving time and money
Learn why more companies are making the strategic decision to outsource their accounting function to a dedicated advisor.
Relationships, not transactions: a better approach to outsourcing tax, accounting and human resources services
Companies focused on growing their business put operations critical to success in the hands of their professionals who prioritize relationships above transactions.
Connect with our leaders
[1] Pulse Survey: Time Management, The Alternative Board, December 2015.