Not-for-Profit & Education Advisory | Financial Services

Not-for-Profit & Education Advisory

Not-for-Profit & Education Advisory

The business side of managing a not-for-profit organization or higher education institution takes substantial involvement from your leadership team. As the sector grapples with rapid changes, you may face increasing demands for  additional revenue, financial transparency, staying on top of shared service arrangements, implementing process improvements, enterprise risk management, and strategic planning. 

With the help of our team, not-for-profit organizations and higher education institutions can achieve long-term financial sustainability and operational excellence. We help organizations like yours reach their full potential and deliver on their missions with a comprehensive suite of solutions that can assist with business model and strategy, compliance requirements, and treasury management. You can also tap into our extensive experience helping organizations transform operations, optimize costs, and grow and enhance revenues.

Advisory Solutions for Not-for-Profit & Education


Each month, CBIZ publishes the Not-for-Profit Viewpoint, a publication which covers the regulatory updates and trends impacting not-for-profit organizations.

Here are some ways that not-for-profit organizations can tap into stimulus benefits.

Here’s a look at what the recent stimulus law means for not-for-profit organizations.

The Employee Retention Tax Credit (ERTC) was enacted as part of the early COVID-19 stimulus measures, and can be claimed through Dec. 31, 2021 by eligible employers who retained employees during the COVID-19 pandemic.

    *CBIZ is a business consulting, tax and financial services provider and works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm providing audit, review and attest services. CBIZ and MHM are members of Kreston Global, an international network of independent accounting firms.