Driven Performance, For the Organizations That Drive Change
We don’t just file returns and close audits. We act as a year-round financial partner, flagging issues before they become problems, helping boards make confident decisions, and keeping your organization on the right side of every compliance threshold. Here’s what sets us apart:
Deep Nonprofit Expertise
We understand fund accounting, restricted grant compliance, UBIT, Form 990 public disclosure, and Yellow Book auditing standards, not as a side practice, but as a core focus.
Year-Round Partnership
Our relationship doesn't end with the audit report or the 990 filing. We're available when your board has questions, when a new grant arrives, and when regulatory requirements change.
Clear Communication
We translate complex compliance language into plain English, for your finance team, your board, and your funders. No jargon, no surprises.
Comprehensive Services Built for Nonprofits
Every service we offer to nonprofits is tailored to the specific requirements, standards, and pressures of tax-exempt organizations. We don’t adapt a for-profit model. We work from the ground up with nonprofit finance at the center.
Audit & Assurance
Tax Compliance & Form 990
Accounting
Advisory Services
Built for Your Type of Organization
Not all nonprofits face the same compliance picture. A trade association has different obligations than Community Impact Organizations receiving federal grants. We serve associations, charities, foundations, religious organizations, and community impact organizations and tailor our approach to your specific structure, revenue model, and regulatory environment.
- Associations & Trade Groups: Membership dues treatment, PAC accounting, lobbying disclosure, and regulatory requirements
- Community Impact Organizations: Federal and state grant compliance, restricted fund tracking, Single Audit expertise, program cost allocation
- Religious Organizations: Housing allowance guidance, clergy tax planning, endowment management, and denomination-specific reporting
- Philanthropic Organizations: Private foundation excise tax, minimum distribution requirements, investment policy guidance, and Form 990-PF
What services does a nonprofit CPA provide?
A nonprofit CPA provides specialized financial services including independent audits, Form 990 preparation, unrelated business income tax (UBIT) analysis, fund accounting, Single Audit compliance under Uniform Guidance, and board governance advisory. For organizations with international operations, donors, beneficiaries, or grant recipients, nonprofit specialists can also assist with OFAC compliance, sanctions screening, and risk-based due diligence to help organizations navigate complex U.S. Treasury requirements.
Guides for Nonprofit Organizations
|
|
|
Ready to talk?
Schedule a free 30-minute consultation with our nonprofit team. No pressure. Just a focused conversation about your organization’s financial situation and where we can help.
Resources for Nonprofit Organizations
IRS Tax Exempt Organization Search ToolUse the TEOS tool to find information on an organization’s status and filings |
Stay ExemptMini-courses for 501(c)(3) organizations and other recorded events for charities & nonprofits. |
National Council of NonprofitsThe nation’s largest network of nonprofits serving as a central coordinator to help nonprofits increase their collective impact in local communities. |
Grants.govAll federal agencies are required to post grant opportunities online. Grants.gov enables you to find and apply for federal grants. |