Non-Profit CPA

CPA Services for Nonprofits: Empowering Your Impact with Financial Clarity and Compliance.

Trusted CPA Financial Guidance for Nonprofit Organizations

At Avizo Group, we know every dollar counts when you’re working to make a difference. Our nonprofit accounting experts help mission-driven organizations navigate complex financial challenges with transparency, compliance, and confidence. Whether it’s managing grants, preparing for audits, or planning for a sustainable future, we’re here to simplify the process so you can focus on your impact.

We proudly serve nonprofits that support youth and families, first responders, fire departments, utility systems, and more. 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.

Our Niche Expertise

Youth & Family
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First Responders
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Fire Departments
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Utility Systems

What Do You Need?

Assurance & Audits

We provide full audit and single audit services to ensure compliance and financial transparency. Our team works closely with you to simplify the process and give you peace of mind, whether it’s for regulatory requirements or internal oversight.

A Proactive Auditor

Before even getting started, we work with you to build a schedule that is agreed upon within your proposal so everything is coordinated in advance. During the actual audit, we provide an organized list of documents and data needed in a software that makes it easy to track your progress. We're responsive, and we deliver quality work on time. If you want to streamline your audit, let's chat!

Single Audit

If a Single Audit required due to federal expenditures exceeding the threshold provided by the Uniform Guidance, our team can provide this service along with an audit or as a separate engagement. If you've never had a Single Audit, we will provide support to help you learn the process and necessary documentation.

Review

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

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.

Agreed Upon Procedures

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

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.

Bookkeeping & CFO Support

From monthly bookkeeping to selecting and using the right software, we help you streamline your finances. Our outsourced CFO services offer strategic guidance and ensure you’re making the best financial decisions for your organization’s long-term success. Additionally, we provide expert tax filing services to keep you compliant and focused on what matters most – your mission.

An Outsourced CFO

From budgeting and forecasting to financial reporting and long-term planning, we act as a trusted partner, ensuring your financial health and supporting your mission’s growth. We can also participate on your Executive Team by serving as your organization's Treasurer. We can prepare financial statements and attend board meetings to provide updates through the year. 

Help with My Books

Our nonprofit bookkeeping services keep your finances organized and compliant. We handle everything from monthly transactions to reconciliations, ensuring accurate records and timely reports. Whether you need full-service support or assistance with your own software, we tailor our services to fit your needs.

Better Software

Our team has experience with a wide range of nonprofit and accounting software. We’ll recommend the best options from our tech stack to ensure proper record-keeping and financial management. Additionally, we offer training for your team and ongoing support to keep everything running smoothly.

990 Tax Return Filing

Our tax team includes experts in 990 filings, ensuring you stay compliant and maintain your nonprofit status. We handle the necessary paperwork efficiently, so you can focus on your mission without worrying about deadlines.

FDIC Investment Placement

We’ll help you shop for the best rates on FDIC-insured products. Our team will gather options from local banks, present them to you, and handle all the documentation. You simply choose the best option and sign the paperwork.

The Impact of Working with Us

At Avizo Group, we help nonprofits grow by providing the financial clarity and strategic support they need to thrive. Our services are designed to simplify your operations, enhance your financial health, and ensure your mission continues to make an impact.

  • Streamlined Financial Management: Gain real-time insights into cash flow, expenses, and budgeting, enabling better decision-making with organized bookkeeping and accurate financial reporting.
  • Confidence in Compliance: Stay fully compliant with tax laws and audit requirements, protecting your nonprofit’s status. 
  • Optimized Software Solutions: Implement the best accounting and nonprofit software to better manage restricted and unrestricted funds, helping you track and report on grants and donations effectively. 
  • Stronger Donor Confidence: Provide transparent and accurate financial reporting to build trust with donors and stakeholders.
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Client 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

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We have 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. - Rickey Rhodes, Executive Director Roberta Young 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. - Casey Gay Williams, President & CEO
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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, Director of Development

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