Non-Profit non_profit

When you’re a non-profit organization, not meeting your financial goals doesn’t disappoint shareholders—it changes lives. At blum, we’re keenly aware of this responsibility, which is why we’re not only committed to helping non-profit clients achieve their missions—but empowering them to achieve success and satisfaction.

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When you’re a non-profit organization, not meeting your financial goals doesn’t disappoint shareholders—it changes lives. At blum, we’re keenly aware of this responsibility, which is why we’re not only committed to helping non-profit clients achieve their missions—but empowering them to achieve success and satisfaction.

Who We Help

We have a team of experts that are invested in the future success of your organization and helping you meet your mission. Day in and day out, our team is focused on non-profit organizations, including:

 

  • Arts, cultural and membership organizations
  • Community and private foundations
  • Educational institutions
  • Healthcare
  • Human service agencies
  • Professional, trade and economic development associations

Our Solutions

Whatever type of non-profit organization you represent, we’re committed to investing deeply in understanding your organization’s unique challenges and delivering the services you need, within the amount of time we promised and for the amount of money we agreed to. We don’t approach our work as a one-time assignment. Instead, we build long-term relationships by truly understanding your unique issues and opportunities, and helping to turn those insights into actions. Because of this relationship with our clients and our deep industry expertise, we are often able to anticipate and solve problems our clients haven’t yet considered. Our nonprofit accounting services include tax returns, financial statements, risk management and software solutions.

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Our Insights

You won’t have to bring us up-to-speed. Our work serving non-profit organizations means that you will have the industry knowledge you need to help navigate your regulatory landscape, and solutions that meet or exceed your needs.

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Our Leadership

Lori Budnick

CPA

As a partner and industry leader of our Non-Profit Services Group, Lori has over 30 years of experience serving the firm’s many non-profit engagements. Her experience includes work for community and private foundations, membership- and admission-driven organizations, arts and cultural organizations, human service organizations and educational institutions. Lori’s knowledge includes the compliance and reporting requirements of both Uniform Guidance and the State Single Audit Act.

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What our Clients Say

blum provides timely and knowledgeable responses. They are consistent and reliable in the services that they provide. As the Executive Director of a non-profit agency, I find their staff to be professional and always mindful of the unique needs of a non-profit environment. They are uniquely positioned to present professional advice and counsel for the present and for the future needs for our agency, while always keeping a hand on the pulse of the trends in our industry.

- Toni Dolan, Executive Director, Beth-El Center, Inc.

As the president of a long-term care continuum I was challenged in the process of creating internal controls, streamlining our accounting processes and implementing best practice procedures and methods. blum came on board to handle the accounting functions, and when my controller left the organization I increased their responsibilities. I get all of the benefits of a talented accounting team without the expense of a full-time employee. They understand our unique needs as a not-for-profit provider and are extremely responsive to our concerns and are patient in answering our questions. They are professional, organized, and have established systems so that our monthly, quarterly and year-end processes provide the information that ensures our annual audit and corporate reporting goes smoothly. I know now I have valid and accurate information that gives me the confidence to make the right decisions for our business.

- Patricia Morse, President & CEO, CT Baptist Homes

Outsourcing our bookkeeping and accounting functions to blum was one the best decisions we’ve made. Each month blum provides the Executive Director and Board a clear, comprehensible, consistent picture of the agency’s financial status, enabling all of us to plan more strategically and manage more effectively. We can discuss finances with funders with confidence. Relieved of some financial and administrative responsibilities, staff can focus on program development and revenue generation. We can do what we do best, and let blum do what they do best.

- Carol DeVido Hauss, Executive Director, Literacy Volunteers of Greater Hartford

The ability to work collaboratively is a Discovery Center value. We were also seeking to reduce our administrative overhead so we could focus more of our resources on building our programs. blum understood our needs and provided solutions that work for a small company with a mostly non-technical staff.

- Kate Busch Gervais, Executive Director, The Discovery Center

The audit was quite thorough, and as expected, there were lots of documents and spreadsheets that we had to produce from the archives, but they were all so patient with us as we slowly fulfilled their requests. There were many teaching moments for myself and my staff during this period. For many processes and procedures that we were using because “that’s the way we always did it” we were shown better and easier ways to get the job done. As seasoned as our business office staff were, we were all learning new things under blum’s guidance and suggestions. That learning continued throughout the rest of the year as we frequently called blum for consultations and advice. Someone always got back to us quickly with the answers to our problems.

- Ray Hecht, Chief Financial Officer, The Storm King School

blum worked with us on a very time constrained and difficult task and enabled us to provide delivery in less than two weeks. Their expertise of Microsoft BI and data analytics allowed them to come in and provide fast and accurate results. The project results were then automated to enable us to give the Office of Early Childhood a glimpse into the finances of the program at any time. I could not have solved this problem this quickly with any other vendor.

- Leo Pellerin, CIO, United Way

blum has been a great partner for the YMCA of Greater Hartford. It all starts with their team who have been wonderful to work. Their knowledge and understanding of not for profits in general and YMCA's specifically enable us to focus on areas that are most important to our organization. blum is able to draw upon a variety of resources within their firm to make sure that our audit plan covers everything that we need to focus on so we can make certain that we have the control environment we want and that those controls are working.

- Joe Weist, Chief Financial Officer, YMCA of Greater Hartford

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