• Non-Profit CPA

    At Avizo Group, we understand that every dollar counts when you’re working to make a difference. Our dedicated nonprofit accounting team specializes in helping mission-driven organizations manage their finances with transparency, compliance, and confidence. Whether you’re navigating complex grant requirements, preparing for audits, or building a more sustainable future, we’re here to support your cause—so you can focus on changing the world.

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    Trusted CPA Financial Guidance for Nonprofit Organizations

    Running a nonprofit comes with its own set of financial challenges—strict tax laws, detailed reporting requirements, and the constant need for transparency. At Avizo Group, we’re here to make that easier.

    We proudly serve nonprofits that support youth and families, first responders, fire departments, and utility systems. Our team works work closely with nonprofit leaders to simplify the accounting process and give you a clear understanding of what’s required—and why it matters. Whether it’s tax compliance, audit and assurance, bookkeeping, CFO support, or strategic planning, our team brings deep experience and a hands-on approach to every engagement.

    We believe in building partnerships based on trust, clarity, and a shared commitment to your mission. With us, you get more than just reports—you get real support and guidance every step of the way.

    Avizo's Non-Profit CPA Services

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    Outsourced CFO

    We can help resolve challenges such as cash flow issues, raising capital, solving tight margins, implementing more efficient systems, or preparing for growth - without the cost of a full-time CEO.
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    Participate as Part of Executive Team

    By serving as your organization's Treasurer, we are available to prepare financial statements and attend board meetings to provide updates through the year.
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    FDIC Investment Placement

    We are available to shop bank rates for FDIC insured products. We will obtain rates from various local banks, present the options to you, and coordinate documentation. All you will have to do is select the option you want and sign the paperwork.
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    Form 990 as Required by the IRS

    Our tax team includes people who specialize in 990 filings. We'll ensure you maintain your not-for-profit status by getting the compliance pieces taken care of in a timely manner.
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    Maintenance of Records with Multiple Locations or Departments

    Our CAS team has worked with a variety of nonprofit and accounting software. We can recommend options within our tech stack that can assist with ensure you have proper record maintenance.
    CAS Services
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    Audits & Single Audits

    Our assurance team has team members who specialize in not-for-profit auditing procedures.
    Assurance Services
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    Review

    Our review services offers limited assurance than an audit, and is comprised primarily of inquiries and analytics.
    Assurance Services
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    Compilation

    This does not offer an opinion or assurance like an audit, but instead is a service that compiles your information into a set of financial statements.
    Assurance Services
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    Agreed Upon Procedures

    You as the client will determine the specific subject matter for our team to examine. We will report factual findings only.
    Assurance Services
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    Audit Workpaper Preparation

    If we are not performing your audit, we can act as your outsourced CFO to provide a checklist and secure link for you to upload documents (or have them physically prepared) so that when the audit is performed, everything will be ready.
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    Consultation on Budget Preparation

    Setting and maintaining a budget is vital to any growing not-for-profit organization and we can guide you through this important process.
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    Internal Controls Evaluations

    Our team can evaluate your processes & procedures to help you identify ways to mitigate risk without necessarily having to hire more people.
    Assurance Services

    Non-Profit Resources

    Testimonials

    We have been in partnership and utilizing Avizo’s accounting services for over two decades now. They have been instrumental in all of our accounting services, payroll, as well as ensuring that we remain operationally and fiscally sound. We are so grateful and thankful for their partnership.

    – Deon Gatson, Executive Director of Baldwin Youth Services

    In my positions, I’ve had the pleasure of working with Avizo, and particularly with Kim Pendley who has just been so important to helping us understand how our organization works, what opportunities we have, how we can do things better – it’s been just a pleasure to work with Kim and all the people I’ve met at Avizo.

    – Bruce Coldsmith, Vice Chair of Resource Development with the Boys & Girls Club of South Alabama

    The South Alabama Regional Planning Commission (SARPC) has worked with Avizo Group for over 15 years, and they have consistently proven to be a firm we can fully trust to be proactive, thorough, and easy to work with. Through every audit, single audit, and 990 filing, their team handles details with precision. Given the complexity of our accounting and federal compliance needs, expertise was essential—and Avizo has earned our trust in providing dependable service year after year.
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    Rickey Rhodes & Roberta Young Executive Director & Director of Administrative Services
    One of my favorite things Avizo has done for us is the Kolbe, which is a test for your employees. It’s not personality-based, but it’s how you initiate getting things done. It was probably one of the best things - after my experience being in the business arena and banking for 35 years and managing staff - to be able to understand how people BEST to do their work. Some people love to research, some people just make quick decisions, some people like to organize and then there are people who like to build - and when you understand your team from how they initiate, it has really helped us utilize our strengths better. It certainly helps you understand how your colleagues put their thoughts together when doing a project or an event. Avizo has brought us such good information and they’ve been great supporters of our Chamber.
    Casey Gay Williams
    Casey Gay WilliamsCEO & President of the Eastern Shore Chamber of Commerce
    Our Avizo team are great partners. They are always willing to jump on a call and answer any questions we have. Their ability to collaborate and be a true team player has been a gift to our Foundation.
    Meredith Toflinski
    Meredith ToflinskiDirector of Development, Bayshore Christian School
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