Situation: An organization operating dining and concessions for a university needed an independent review of its financial and operational practices. Solution: Our team reviewed procedures covering cash receipts, disbursements, inventory, payroll, benefits, information technology, and board governance. Impact: Our client’s management and their audit committee gained a clearer understanding of higher-risk areas and practical recommendations […]
Situation: A Western New York not-for-profit client providing mental health, employment, housing, and homelessness services fell behind on required audits and filings following management turnover. Solution: Our team coordinated the financial statement audit, two years of Single Audits, New York State Consolidated Fiscal Reports, and tax filings. Impact: Within 12 months, the organization returned to […]
Situation: A not-for-profit organization needed to enter and reconcile three years of transactions and resolve incomplete connections between QuickBooks Online, Stripe, and Bill.com. Solution: Tronconi Segarra & Associates corrected the integrations, organized historical transactions, and reconciled bank, credit card, and related accounts. Impact: This client gained three years of reliable accounting records and ongoing quarterly […]