Nonprofit

Our mission is to empower your mission.

Nonprofits face the compounded pressures of balancing costs, compliance, operations and funding, all while pursuing their mission. Our nonprofit CPAs help protect your tax-exempt status and achieve operational efficiencies, so you can focus on your organization’s purpose and impact.

Services to our clients

  • Financial statement audits 
  • Fund accounting 
  • Unrelated business income tax (UBIT) advisory services
  • Budgeting, forecasting and projections to assist in developing long-term goals
  • 401(k) and 403(b) retirement plan audit and compliance services
  • Fundraising and contribution tax consulting
  • Implementation of accounting pronouncements
  • Form 990 and Form 990-T preparation services
  • Multi-state compliance filing requirements
  • Policy and procedures development to foster corporate responsibility
  • Federal grant compliance consulting
  • Fraud investigation and prevention
  • Licensing for solicitation
  • Cybersecurity
  • Outsourced accounting

Capabilities customized for every business

Who we serve

Dedicated to serving tax-exempt organizations like yours, so you can focus on the mission at hand.

Community-Based Organizations

Museums

Foundations

Education

Trade & Membership Associations

Governmental

Religious