Nonprofit Accounting, Audit, and Form 990 Support
Nonprofit organizations face unique accounting, reporting, and compliance requirements. We provide accounting services for nonprofits that help tax-exempt organizations meet obligations to funders, regulators, boards, and stakeholders while keeping the record set useful for mission-driven decisions.
Who We Serve
- 501(c)(3) charitable organizations
- Private and family foundations
- Educational institutions
- Religious organizations
- Trade associations and membership organizations
- Healthcare nonprofits
Audit and Assurance
- Financial statement audits under GAAS
- Single Audits (Uniform Guidance)
- State charitable registration audits
- Review and compilation services
- Grant-specific agreed-upon procedures
Tax and Compliance
- Form 990 preparation and review
- State registration and annual reports
- Unrelated business income tax (UBIT)
- Private foundation excise tax
- Public charity status testing
- Tax-exempt application support
Accounting and Reporting
- Fund accounting and restricted fund tracking
- Grant accounting and compliance
- Functional expense allocation
- Board financial reporting