Howard B. Levy, CPA
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Services to Not-For-Profit Organizations

In either a professional or volunteer capacity, Howard has often helped not-for-profit organizations identify financial management needs and objectives, select and prioritize ways to achieve those objectives, and  instill confidence and trust in their commitment to fiscal integrity and responsible leadership among those who provide and receive the organization's support (including donors and program beneficiaries) and those concerned with their performance such as “watchdog” organizations and regulators. Howard is the author of The Volunteer Treasurer's Handbook: Financial Management Building Blocks for Not-for-Profit Organizations (2020 edition now available to be previewed or purchased ​on Amazon.com). Click here for a description of the Handbook.

Following is a list of examples of key financial management and governance topics covered in his book and about which Howard is uncommonly qualified to provide consulting services to your not-for-profit organization, particularly in times of economic stress:

  • Role of the treasurer
  • Internal control, including controlling cash receipts and disbursements
  • Accounting and financial reporting
  • Budgeting
  • Fundraising
  • Pledges receivable
  • Cash and investment management
  • Role and selection of outside accountants
  • Using audit and other board committees
  • Regulatory (primarily IRS) and contractual compliance
  • Donor restrictions and agency transactions
  • Human resource management
  • Records management
  • Finding help
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  • ▪ Home
  • ▪ Who I Am
  • ▪ Publications
  • Volunteer Treasurer's Handbook
  • ▪ Services to CPA Firms
  • ▪ Consulting: a Key Element of Quality
  • ▪ Services to Law Firms
  • ▪ Services to Companies
  • ▪ Services to Not-for-Profit Organizations
  • ▪ Fees
  • ▪ Contact