Nonprofits
Audit, tax and accounting support for nonprofits that need clean reporting, confident boards and room to focus on the mission.
Strong Finances Behind a Strong Mission
Nonprofits answer to more people than most businesses do. Boards, donors, grantors, regulators and the public all rely on your financial statements, and each one expects them to be accurate, transparent and on time.
We work with charities, foundations and community organizations on the full financial picture: audits and reviews, Form 990 preparation, grant and restricted fund accounting, and the day-to-day bookkeeping that keeps it all in order. Our goal is reporting your board can trust and a finance function that does not pull your team away from the work that matters.
What We Do
Audits and Reviews
Financial statement audits and reviews that meet the requirements of your board, funders, lenders and state charitable registration.
Form 990 and Tax Compliance
Form 990 preparation and review, unrelated business income, and the details that protect your tax-exempt status.
Grant and Restricted Fund Accounting
Tracking donor restrictions, grant budgets and net asset releases so your reporting matches what funders expect.
Outsourced Accounting
Bookkeeping, monthly close and board-ready financial reports, handled for you or alongside your finance staff.
Internal Controls and Fraud Prevention
Reviewing how money moves through your organization and putting practical controls in place, even with a small staff.
Learn More About Financial Statement Audits
Audits that give lenders, funders and boards confidence in your numbers.
Learn More About Accounting and Bookkeeping
Day-to-day bookkeeping, monthly close and financial reporting, handled for you or alongside your team.
Who Is This For
- Charities and community organizations
- Private and community foundations
- Organizations that receive government or foundation grants
- Boards and finance committees that want clearer reporting
- Nonprofits preparing for their first audit or a change in auditors
Who You Will Work With
Your team brings audit, tax and accounting experience together, so the people preparing your Form 990 also understand your audit, your grants and your board's priorities.
Frequently Asked Questions
When does a nonprofit need an audit?
Requirements can come from funders, lenders, your board or bylaws, and state charitable registration rules. In Pennsylvania, charities that register with the Department of State generally must submit audited financial statements once annual gross contributions reach $750,000. Charities with between $250,000 and $750,000 in contributions can submit reviewed statements instead. Organizations that spend $1,000,000 or more in federal awards in a fiscal year are also subject to a Single Audit under the federal Uniform Guidance, and our audit team performs Single Audits.
Which Form 990 does our organization file?
It depends on size. Very small organizations may file the Form 990-N postcard, smaller organizations generally file Form 990-EZ, and larger organizations file the full Form 990. Private foundations file Form 990-PF. Read our Form 990 FAQs for the details.
How should we account for restricted gifts and grants?
Gifts with donor restrictions are reported separately from unrestricted funds and released as the restriction is met. Getting this right keeps your statements accurate and shows funders their money was used as intended.
How can a small nonprofit reduce the risk of fraud?
Separate key duties where you can, require board review of bank statements and large disbursements, and reconcile accounts monthly. Even a small staff can put practical controls in place.
Where are your nonprofit clients located?
Our office is in Media, PA. We work with nonprofits across Delaware County, Greater Philadelphia, South Jersey and Delaware, and nationwide.
Leading a nonprofit?
Let's talk about your audit, your reporting and what your board needs from you.
Related Resources and Insights
Stay informed with our latest articles for nonprofit leaders and boards.
Breaking Down The Basics: Form 990 FAQs
Form 990 is more than just a tax form; it’s a vital tool for nonprofit transparency and credibility. Whether you’re a new board member or an experienced nonprofit leader, understanding the basics can ...
Put Qualified Charitable Distributions to Work for Your Nonprofit
A Qualified Charitable Distribution allows individuals aged 70½ or older to donate up to $100,000 directly from their traditional IRA to a qualified charity without incurring taxable income.
What Your Nonprofit Should Know About Credit Loss Reporting Rules
The Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) No. 2016-13 seems like it would be old news. However, the provision for accounting for current expected credit loss ...