Results Through Connections

Overcoming budget challenges, improving financial accountability, protecting your tax-exempt status — there’s no shortage of issues when you’re running a not-for-profit. But how can you overcome these challenges while staying focused on the most important goal: fulfilling your mission? The answer is a helpful working relationship.

At CSH we believe better relationships produce better results, so we teach our professionals to deliver highly-valued client experiences. And it shows. Our client satisfaction ratings are 45% higher than the industry average.*

We offer all the sophisticated services you expect from a top CPA and advisory firm — but it’s our service style that sets us apart.

While we help you stay compliant, manage risk and make smart decisions, we’ll also respond promptly, deliver quality and truly care about your mission. More than 800 not-for-profits have counted on us to do just that. We call it results through remarkable relationships.

* Based on third-party surveys of accounting firm customers.

Service Offerings

Assurance Services

More than just compliance, quality assurance services bring credibility to the financial picture of your not-for-profit. We strengthen your organization by keeping operational improvements top-of-mind as we examine your financials, practices and policies. Our assurance services include:

  • Financial statement audits, reviews & compilations
  • Employee benefit plan audit
  • Internal audit
  • Outsourced accounting
  • Bookkeeping
  • Payroll
  • Reports on internal controls

Tax Services

With our deep knowledge of the not-for-profit industry, we’ll make sure you fulfill required annual reporting requirements and help ensure you retain your tax-exempt status. Our tax compliance services include:

  • Corporate formation & application for tax-exempt status
  • Form 990s, 990-T & state equivalent returns
  • Unrelated Business Income Tax (UBIT) reviews
  • Public charity status redetermination requests
  • Private letter ruling requests
  • IRS examination assistance
  • Cost allocation
  • Employment & payroll compliance
  • Fringe benefit reviews
  • Executive compensation planning
  • Private use analysis for tax-exempt bonds
  • Formation of taxable & non-taxable subsidiaries
  • Mergers & acquisitions
  • Joint venture structuring
  • International tax planning for global initiatives
  • Planned giving advisory services
  • Charitable solicitation registration & renewal
  • Sales & use tax preparation & consulting
  • Unclaimed property compliance & consulting

Consulting Services

From strategic planning to mergers and acquisitions, our professionals provide an array of consulting services, including:

  • Governance & board composition
  • Strategic planning
  • Financial forecasting
  • Fundraising policies, procedures & reporting
  • Pronouncements from the Financial Accounting Standards Board (FASB)
  • Internal controls
  • Strategic HR services

A Unique Approach to Client Service

At CSH, we believe better relationships produce better outcomes. We are so passionate about this approach that we published a book entitled The CSH Way, documenting our unique commitment to client service.

Our professionals are specially trained to deliver highly-valued client experiences, and our superior client satisfaction ratings are the result. In a recent independent survey, our client satisfaction ratings were 45% higher than the industry average*.

Here’s a closer look at results we’re proud of.

Over 95% of not-for-profit clients surveyed said CSH professionals:

Are good listeners
Provide timely service
Understand their industry

Learn more about our firmwide client satisfaction results here.

Thought Leadership

We believe it is imperative to keep our clients and the greater business communities abreast of relevant topics and trends. Our professionals are more than CPAs. They are authors, speakers and association leaders who offer timely educational opportunities on industry-specific topics and challenges.

CSH publishes alerts, articles, resource guides and hosts webinars and seminars aimed at keeping you informed and performing at your best.

Not-For-Profit Guidance

At CSH, we’re not just accountants; we’re leaders, authors, speakers and association members. Our professionals have deep higher education expertise, and share their insights for the good of our clients and the industries we serve.

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Upcoming Conferences

Critical Listening Skills
August 14 @ 8:30 am - 11:30 am
One East Fourth St. Suite 900 Cincinnati, OH

Upcoming Webinars

Our webinars keep you in-the-know on business-critical trends and issues. Check back shortly to see upcoming topics.

How Can We Help You?

With a vast array of solutions to meet the needs of growing businesses, individuals and families, the question isn’t if we can help but how.

Not-For-Profit Team

We offer best-in-class technical expertise and services, but it’s the quality of our professionals that set us apart. At CSH, relationships matter, and we believe creating supportive, helpful, working relationships is perhaps the most valuable talent we offer. How can we support you? Contact one of our team members below or explore our searchable page of all firm professionals.