Who We Serve

Nonprofit Organizations

We are committed to helping nonprofit organizations meet their compliance obligations and plan for the future.

Today’s nonprofit organizations face an ever-evolving set of challenges. It is important for these entities to have experienced advisors on their side. Our nonprofit accounting professionals have over forty years of experience in this industry. They understand and are well versed in the unique tax laws and complex reporting requirements that affect the nonprofit sector. Our clients include a diverse group of nonprofit organizations, including charitable organizations, advocacy groups, membership organizations, education and mentoring programs, organizations that provide housing and rental assistance through numerous HUD programs, associations, and foundations.

Financial Statement & Tax Services
  • Financial Statement & Tax Services
  • Outsourced Accounting Services
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    Financial Statement & Tax Services

    The company’s nonprofit practice is an integral part of our business.

    As such, we have developed a highly skilled set of expertise. Experience suggests that our more successful NFP clients understand the importance of year-round financial counsel.

    • Audits, including Single Audits under Uniform Guidance
    • Reviews and compilations
    • 401k and 403b plan audits
    • Information return preparation and compliance
    • State registration filings
    Learn More About Our Assurance Services
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    Outsourced Accounting Services

    We offer a wide range of consulting services to help nonprofit organizations effectively use their resources and achieve their objectives.

    • Controller and CFO services
    • Bookkeeping and accounting services
    • Monthly review and reconciliations
    • Design and implementation of policies and procedures
    • Business advisory services
    • Preparation of budgets and projections
    • Analysis of grant compliance requirements
    • Cash flow analysis
    • Customized reporting
    • Assistance in preparation for annual audit
    • Internal control reviews and compliance
    • Exemption planning and compliance
    • Assistance with accounting software review, selection, implementation and conversion
    Learn More About Our Outsourced Accounting Services

What Sets Us Apart

  • Dedicated senior team of CPAs with more than 40 years of industry experience
  • Low staff turnover to provide clients with continuity from year-to-year, so we can focus our efforts on adding value to your organization
  • Exposure to best practice alternatives based on our experience with nonprofit organizations
  • Commitment to high quality work and personal, timely service at reasonable rates
  • Access to timely updates, business news and expert commentary in our bi-weekly newsletter
  • Value-added services, including our online, secure client portal
  • Fixed fee engagements so there are no fee surprises
  • Membership in PrimeGlobal, an international association of accounting firms
  • A collaborator member of the Center for Nonprofit Advancement
  • Member of the Finance and Administration Roundtable (FAR)