Jacobson Jarvis provides a range of customized consulting services and training focused on helping not-for-profit organizationsunderstand and improve their use of financial data.

While Jacobson Jarvis is frequently engaged for a specific service, clients report that the real value is in the breadth of experience in not-for-profit management that our team brings to the table as a result of our exclusive focus.

As such, we take pride in our responsiveness and accessibility, and in the quality of our work. We also understand the cost constraints all not-for-profits face. Because Jacobson Jarvis is uniquely focused on serving not-for-profits, our billing rates are structured to provide cost-effective services.

Thanks for Jacobson Jarvis’ great work for Orchestra Seattle over the past several years. I always found the people at JJCo to be easy to work with, brilliant, efficient, and kind.

– Laurie Medill, Orchestra Seattle

Our Consulting Services

Financial Health Check-Up

For significantly less than the cost of an audit, this service is specifically designed to improve the accounting operations and internal controls of not-for-profit organizations.

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Board Assistance and Training

We can help your board of directors improve their knowledge of financial statements and governance requirements, as well as simplifying the myriad of tax rules and regulations that govern tax exempt organizations.

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Adapting Quickbooks

With our help, you can track functional expenses, bill allowable costs to grants and contracts, monitor and report restricted donations, allocate payroll between program and supporting services, and much more.

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Providing Internal Audits

Not-for-profit organizations that do not have their own internal audit staff frequently engage Jacobson Jarvis to provide these services to gain the benefits of objective analysis.

Internal Controls Strengthening and Documentation

No matter the size of your organization, internal controls are key to protect your assets and reputation. Our consultants will guide you through assessing and documenting your key controls so that your Board can provide oversight and donors will have confidence in your procedures.

Setting Up New Not-for-Profits

For individuals or newly-formed groups with plans for a mission of social service or philanthropy, Jacobson Jarvis can assist with becoming established as a not-for-profit organization, including securing IRS 501(c)3 tax exempt status, developing budget and cash flow projections, setting up an accounting system and providing guidance relative to tax and reporting responsibilities.

Interested in Consulting Services?

Please contact Erin Welch, Partner, for more information, or to schedule an appointment.

Interested in Help for Your New NFP?

For more information, or to schedule an appointment, please contact Howard Donkin, Partner.