Not-For-Profit

West Rhode & Roberts specializes in not-for-profit organizations. We have over 40 years’ experience with Southern California not-for-profits and understand the compliance needs of tax-exempt organizations.

 

Our expertise and direct partner involvement in the audit mean that you don’t have to spend time training our staff in your practices. We staff each engagement with senior accountants and supervise each audit to minimize its effects on your business.

 

Private Companies

West Rhode & Roberts’ clients enjoy local expertise and perspective. Our private company clients rely on us for creativity, responsiveness and direct contact with partners.

 

West Rhode & Roberts provides business development advice, succession planning, financial statement attestation and tax planning for our business clients.

 

Audited, reviewed or compiled financial statements are a compelling advantage whenever you are bidding on contracts, keeping investors informed or trying to receive financing.

 

Private Wealth

Whether you’re looking for personal tax strategies or financial counseling, West Rhode & Roberts keeps abreast of the latest changes in tax laws and helps you make sound investment decisions.

 

​Many of our business clients also engage us for their personal and family tax planning. Having your personal accountant understand your business environment allows you to benefit from a shorter learning curve, smoother financial planning and deeper perspective for your decision making.

 

Employee Benefit Plans

The Employee Retirement Income Security Act of 1974 (ERISA) requires that employee benefit plans with more than 100 eligible participants receive an annual audit. This audit is reported to the Department of Labor each year with IRS Form 5500, Annual Return/Report of Employee Benefit Plan. If your employee benefit plan – 403(b), 401(k), or profit-sharing plan – covers more than 100 participants, we can audit the plan to satisfy the Form 5500 requirements. ​

 

West Rhode & Roberts is a member of the AICPA Employee Benefit Audit Quality Center, a firm-based, volunteer membership center for firms that audit employee benefit plans. We have audited employee benefit plans of all sizes. We can assist you with an easy transition to WRR or with a first-time audit. Our partners and staff monitor changes in regulatory requirements and reporting obligations, and we attend the AICPA’s annual National Conference on Employee Benefit Plans.

Religious 

Institutions

 

Our not-for-profit group serves religious and faith-based organizations. The group works with dioceses, religious orders, churches, pre-schools, K-12 schools, cemeteries, foundations and social service organizations. We provide the following services to religious organizations:

  • Audit, review and compilation of financial statements and agreed-upon procedures

  • Single Audits

  • Tax planning and compliance

  • Audits of employee benefit plans, church plans and ERISA plans

  • Strategic planning and financial consulting

Education

 

West Rhode & Roberts understands that education is a life-long journey.   We realize how important our education institutions are to the community and to our future leaders. Each institution is unique and WRR prides itself in being extremely adaptable and able to partner in furthering the mission of the organization.

Serving Southern California’s educational institutions for over a decade has enabled us to gain experience that benefits all of our clients. Our client base includes preschool through post graduate universities.  WRR is devoted to providing excellent services for schools like yours.

 

Museums  

WRR applies the same attention to detail in your tax preparation and financial reporting that you apply to the collections that make up your museum. Our not-for-profit team can perform your financial statement audit and OMB Uniform Guidance compliance audit.

 

We have over 40 years’ experience with Southern California not-for-profits and understand the complex needs of museums.

 

Entrepreneurial / Start Up

When building the business of your dreams, it is easy to become overwhelmed by the administrative requirements of running a new business.  Accounting, human resources, sales tax, income tax and investor relations take away from what you are trying to accomplish. West Rhode & Roberts can relieve you of many of these chores and free you up to grow your business.

 

Our private company team performs audit, review and compilation of financial statements. In addition, we offer outsourced, or concierge, accounting to our non-attest clients that removes the risk and burden of financial reporting. We tailor the accounting assistance to each client’s needs: from monthly assistance in closing the books to completely outsourced accounting.

 

Manufacturing and Distribution

Manufacturing and distribution companies in California face stringent labor laws, high costs of doing business, tough environmental regulations and demanding capital requirements. Your company’s future depends on making good decisions and planning for changes.

 

At WRR, we know that efficiency and preciseness are the keys to profitability. We take the same approach when it comes to auditing, reviewing and compiling your financial statements, allowing you to provide accurate information to investors and lenders.

 

WRR can also assist with tax planning and compliance, accounting system design, cost accounting, research and development credits, operational analysis and succession planning.

 

Research Institutions

 

Every day you strive to build a better world. We want to free you up to achieve your vision.

 

The National Institutes of Health (NIH), Department of Health and Human Services (HHS) and other federal agencies require an audit if federal expenditures exceed $750,000 in a year. West Rhode & Roberts regularly helps clients with grant audits, preparation of financial statements and compliance with OMB Uniform Guidance.

 

For non-audit clients, we provide compliance analysis, indirect cost rate reviews and audit support.

Single Audits

If your non-profit expended more than $750,000 in federal funding in a fiscal year, you need an audit in accordance with OMB Uniform Guidance. WRR regularly performs Single Audits and can accommodate the needs of your funders.

 

We will assist your staff in the transition to new auditors or provide detailed requests for information that will make your Single Audit go as smoothly as possible.

2741 4th Avenue

San Diego, CA 92103

Tel: (619) 615-5380

Fax: (619) 615-5389

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