Shea Labagh Dobberstein has been providing tax, audit, and consulting services to Bay Area non-profit organizations for over fifty-seven years. We have a longstanding commitment to local service organizations, with some clients going all the way back to the senior Mr. Shea’s founding of our firm in 1944. We perform regular annual audits, government-required, OMBA-133 audits, and prepare annual 990 filings for the IRS. 

However, we don’t consider our responsibilities to you to end there. We realize that the not-for-profit environment is changing. 

Today’s non-profits and their boards are placing increasing emphasis on enhancing operations, expecting their organizations to meet the same standards for efficiency and accountability as for-profit businesses. As your business advisors, and as professionals who are thoroughly familiar with your organization’s financial operations, we’re well-qualified to help evaluate your business processes and uncover areas for improvement.

We’re eager to meet with boards and answer questions about the efficiency of operations, the adequacy of financial controls, and the competence of your staff. Using statistical financial tools, we can perform analyses that will tell you how your organization measures up to similar non-profits. Then we can pinpoint areas for improvement, offer recommendations, and develop specific plans. And as a firm that takes a proactive approach, when we see a situation that you should know about, we tell you; we don’t just wait for you to ask.

SLD can assist you in the full range of financial situations that arise for a nonprofit, from the large to the small. Whether you need help hiring a bookkeeper or controller, assistance in booking an unusual donation, advice on accounting procedures, or help developing an innovative planning vehicle, SLD has the experience and expertise to meet your needs.