Services For Nonprofits

Working with auditors who specialize in nonprofits is a wise investment. Our Nonprofit Group uses the latest tools to help ensure your financial statements are fairly stated and accurately presented.

When your nonprofit doesn’t require a full-blown financial statement audit, a review or compilation will give you meaningful reports to help support your decision-making.

If your organization receives federal funds, you need to comply with the stringent requirements associated with government funding. Audits falling under Uniform Guidance require special expertise. Working with auditors who understand the rules surrounding government funding and have experience performing Single Audits is critical.

Employee benefit plan auditing is complex and highly scrutinized. Substandard audit work can result in civil penalties against the plan sponsor by the Department of Labor. Working with a CPA firm that specializes in employee benefit plan audits is a must.

Public tax forms like IRS Form 990 are often thoroughly examined by donors and grant administrators, making the accurate preparation of your tax returns essential to your nonprofit’s success. We also prepare Forms 990-T and 990-PF and state returns.

Nonprofits often hit stumbling blocks in endowment management when setting and meeting fundraising goals and figuring out investment strategies. Our endowment specialists are here to help.

Strategic planning is one of those activities most nonprofit leaders know is important, but don’t always make the time for. An experienced strategic planning facilitator can help guide you.

Your staff may be smaller than you’d like due to budget restrictions. Our Technology Solutions Group helps nonprofits use software to do more with less.

GGM Wealth Advisors, our affiliated registered investment advisory firm, helps nonprofits grow and protect their investments, including endowment funds.

Hackers are lurking around every corner of the internet. Keep your organization’s network and sensitive donor information safe from a cyberattack.

A managed services plan gives you access to a well-maintained, secure IT infrastructure for your organization at a fixed monthly cost. Our IT experts are ready to help.

Focus more on running your nonprofit by outsourcing your accounting function to seasoned pros.