Non-Profit CPA

Non-profit organizations have complex rules and strict tax laws. With the right guides to explain these accounting practices, you can ensure compliance and transparency with your organization’s financials. Our firm works very closely with leaders of large non-profit organizations to help them feel comfortable with the process, the requirements, and the actual finalized reports.

We pride ourselves on having a high level of knowledge and expertise in our ability to complete and explain tax compliance, audit & assurance services, bookkeeping, CFO services, and strategic planning.

We have 30+ years of Non-Profit CPA Experience:

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Non-profit accounting experience with non-profit organizations of varying sizes
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Non-profit Reporting Requirements
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Operating Procedures
Laws & regulations governing the use of public, tax & other restricted funds from grants & other sources icon
Regulations and accounting guidance governing the use of restricted contributions
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Non-profit specific payroll matters

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.
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Participate as Part of Executive Team

We can serve as your organization's "treasurer" and attend board meetings to provide financial updates through the year.
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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

We can recommend software within our tech stack that can assist with ensure you have proper record maintenance.
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Our assurance team has team members who specialize in not-for-profit auditing procedures.
Assurance Services
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Our review services offers limited assurance than an audit, and is comprised primarily of inquiries and analytics.
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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.
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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.
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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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Quarterly Consulting

We will be happy to meet with your organization's CEO, key employees, or even the entire board to provide updates every quarter.
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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.

Non-Profit Resources

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In-Kind Reporting Changes
Nonprofit Audit
Should Your Nonprofit Consider Getting An Independent Audit?

Our Non-Profit Niche Team

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