Not-for-Profit The Walker & Armstrong Difference

The "Walker & Armstrong Difference"
for Not-for-Profit Entities


We do not simply help you comply. We help you succeed.

Walker & Armstrong was established in 1971 on a simple premise: To help our clients enhance their success and achieve their goals. The importance of delivering uncompromising client service – as you define it – and exceeding your expectations is instilled at all levels of our firm, and it is fundamental to our core values of:


  • integrity
  • accountability
  • positive attitude
  • respect.


The “Walker & Armstrong Difference” is evident to the hundreds of entities with whom we have served as partners in planning and progress.

WE ARE EASY TO WORK WITH

You will appreciate our experience with organizations like yours, our consistency in staffing from year to year, and our emphasis on careful planning, hands-on partner involvement and effective communication. Our ability to anticipate the course of your engagement protects you from unwanted surprises and unnecessary disruptions to your routine.

WE HONOR OUR COMMITMENTS ... AND HELP YOU HONOR YOURS

We understand the frustration and risk stemming from missed deadlines and broken promises. That is why, at every step in the process, from staffing your engagement and calendaring our target dates to delivering the finished product, our focus is on meeting your expectations for timeliness, accuracy and thoroughness.

WE ADD VALUE TO YOUR ORGANIZATION

Every dollar your organization spends on administrative requirements is a dollar diverted from your core purpose. Maximizing the return on your professional fees is an absolute necessity.


Our five-decade tradition of austerity in managing our firm has consistently yielded savings that benefit our not-for-profit and commercial clients. Our fee structure is competitive with firms of comparable quality; we are faithful to our quoted fees; and we are vigilant in seeking opportunities to add value to our services and to your organization.

WE LOOK OUT FOR YOUR INTERESTS

In addition to offering techni­cal expertise, research tools and other resources that rival the qualities of a national firm, we are alert to emerging regulatory requirements and opportunities for administrative and operational improvements.


Backed by our extensive resources and network of technical experts, we add value to many of our not-for-profit clients by advising them in areas such as:


  • Sales and property tax reporting
  • Employee benefit plan compliance
  • Enterprise risk management
  • Internal controls
  • Board governance
  • Donor stipulations and related laws and regulations
  • Staff training


With respect to helping you meet your tax reporting require­ments, our approach is consistent with our overall philosophy of effective planning, communication and quality. Walker & Arm­strong’s tax professionals understand the challenges that are unique to not-for-profit entities – including your disclosure requirements, functional expense allocations and reporting, and matters involving unrelated business income tax.

WE HELP YOU FULFILL YOUR MISSION

Your relation­ship with Walker & Armstrong means far more than mere compli­ance with complicated reporting and regulatory requirements. We carefully tailor our services to your mission, objectives, service needs and constituents, and everything we do for you is shaped by our “big picture” understanding of what you are striving to achieve.

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