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Daniel Figueredo, CPA, CGMA
Partner, Assurance
Nonprofit Industry Group Leader and FinTech Leader

Overview

Our religious organization practice serves clients from several denominations including Catholic, Episcopal, Presbyterian, and Jewish. Each religious organization is unique with its own range of operating and reporting matters such as significant endowments, legal and religious corporate structures, and complex financial statements.

In today’s world, religious organizations face increasing scrutiny and challenges such as a strain on budgets and resources, sometimes resulting from fraudulent activities. In many cases, this can be prevented by implementing proper oversight, segregation of duties, and risk assessment. BPM has deep expertise managing these issues for religious organizations in the Bay Area and throughout California.

We provide a wide range of services including:

  • Board governance
  • Corporate structure and reorganization
  • Debt valuation
  • Endowment accounting
  • Financial statement audits
  • Financial statement reviews
  • Fiscal operation reviews
  • Internal controls
  • Outsourced accounting and management support
  • Outsourced human resource support
  • Risk assessment
  • Training and workshops

As trusted advisors for religious organizations, we take a collaborative approach to our client’s real issues by helping them understand where their financial and operational risks lay. An understanding of these risks will help religious organizations identify where they can or cannot accept risk and what that level of acceptance means in terms of increased personnel, resources, monitoring, and oversight.

We are privileged to partner with our religious organizations through an offering of trainings, workshops, and conferences with a variety of topics that will benefit our clients in a multitude of ways.

View a quick introduction to Intacct Cloud ERP software for diocesan organizations.

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Contact

Daniel Figueredo, CPA, CGMA
Partner, Assurance
Nonprofit Industry Group Leader and FinTech Leader