Nonprofit

Your nonprofit depends on solid and consistent accounting practices. Finding qualified people for the job, however, isn’t always easy. It’s also expensive to bring them onboard, train them and pay their salary and overhead. And if you don’t have the basic accounting knowledge to review their work, then you won’t know whether they’re doing a good job (until it’s too late).

Our nonprofit CPAs have worked with organizations of all sizes, ranging from small local entities to national foundations and associations. Through this experience, and by monitoring the issues and trends in nonprofit accounting, we’re in a prime position to best serve you.

We can help you in whatever way fits your organization best: in-house solutions, cloud-based accounting software, payroll options, QuickBooks consulting, even entirely outsourced accounting services.

Whether you need to complement your existing financial staff or outsource your accounting completely, our nonprofit CPAs can provide a customized accounting solution that suits your needs.

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Nonprofits have unique tax needs. Your Return Form 990 provides donors and grantors important information about your programs, expenditures and compensation. It also demonstrates your compliance with IRS regulations.

Read our nine-part series on the Form 990

In addition, there are unrelated business income taxes to consider. Nearly all transactions have alternate tax consequences, and constant changes in tax laws require your situation to be monitored throughout the year.

Our CPAs serve the specific needs of nonprofit organizations. This includes a dedicated Nonprofit Tax Director with years of expertise in Return Form 990, UBIT regulations and the many wrinkles of nonprofit accounting and tax planning.

We’ll time our information gathering and the preparation of your 990 so the form can be presented along with your audit results. We’ll keep communication open throughout the process via face-to-face meetings, phone calls, technology and other methods. And we’ll make sure you meet the extensive UBIT tax filing requirements.

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We position IT as a strategic growth driver, not a background utility. We help clients cut downtime, reduce risk and gain real value through services built around their goals.

Our differentiator is proof, not promises. With guaranteed response times, daily backup checks, recovery drills and training that reduces threats, we hold ourselves accountable to results that matter. Our team combines 24/7 monitoring, proactive planning and compliance expertise with a consultative style that keeps your business first.

We’re more than a managed service provider. We’re an IT partner backed by nearly 60 years of firmwide legacy in audit, advisory and compliance. That means credibility, accountability and financial rigor are built into every engagement.

Bringing credibility and accountability to every engagement, we help small and midsize businesses, nonprofits and public organizations access protections once reserved for larger enterprises:

• Cybersecurity with modern threat detection and fast response
• Disaster resilience through backup testing and recovery planning
• Cloud and Microsoft 365 migrations that minimize disruption
• Technology planning that delivers roadmaps and budgets leaders can trust

Our clients rely on us to turn IT from a cost center into a tool for growth, keeping them secure today and ready for tomorrow.

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Human resources laws and trends are constantly changing, making it a challenge to keep a compliant and productive workplace. And with a pressing need for the services you provide, you face an increasing need for qualified employees.

Many nonprofits are turning to outsourced human resources service providers to address these issues. From recruiting and retention to long-term personnel planning, external HR consulting can help you keep up with regulations and fill vacancies quickly.

Our HR Solutions team brings decades of combined human resources experience to the table. And our partnership with HKP, a national workforce management company, puts even more knowledge to work for you.

We’ll show you how to stay in compliance with employment regulations and protect your organization from costly penalties. We can also help you find and retain qualified personnel so you can serve your community. From a one-time consult to a consistent HR presence, we have a solution for every nonprofit.

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Your nonprofit’s performance depends on more than the funds you raise. You also need to track the money you receive, understand the regulations affecting your organization, maintain and increase memberships, and keep your staff and board of directors devoted to your cause.

Serving your constituents while tackling these responsibilities (and with a limited budget) is a challenge unto itself. When you couple that restrictive environment with redundant processes, wasted efforts and lack of quality control, it can cost you time and money.

Streamlining and properly managing your nonprofit’s operations allows you to better utilize your resources so you can successfully serve your constituents and achieve your mission.

As a nonprofit CPA firm, we understand the operational challenges organizations face in today’s world. Our Operational Excellence team applies Lean Six Sigma principles to analyze your processes and develop sustainable solutions that work for you. Find and fix the inefficiencies in your procedures so you can do more with less.

• Operational Excellence Services
• Lean Six Sigma Employee Training

The success of your nonprofit depends on more than getting funding and carrying out daily operations. There’s the future to consider as well. What are your long-term goals? Will your organization still be viable five or ten years from now? Can you grow your organization to serve more people?

Setting and achieving these goals doesn’t just happen; it requires a plan that includes objectives, implementation steps and methods to track progress. You also need to keep an eye on regulations and issues that affect your cause.

As a CPA firm specializing in nonprofits, we’ll put our extensive knowledge to work for you so you can create a solid plan for your organization’s future. After helping more than 250 nonprofits with accounting, tax, audit, HR, technology and other services, we can provide you with an experienced perspective.

By partnering with James Moore, you’ll have the information you need to make sound decisions and ensure the long-term stability of your nonprofit.

Do you have an up-and-coming staffer who you envision as a future leader in your nonprofit? Have you recently taken such a position yourself and wonder what to do next? How do you handle the transition when one person steps aside for the next?

To guide your organization in the years to come, your future leaders need skills in operations, finance, leadership, communication, strategy and process improvement.

Our training and development programs can give your team the tools they need to ultimately take the reins. We can also help analyze and fill knowledge gaps between your leadership and immediate successors, and provide coaching to these individuals throughout the transition.

By teaming with partners like Velocity Advisory Group, local businesses and community leaders, we provide the most thorough and practical instruction for you and your nonprofit.