Donations and grants are your nonprofit’s lifeblood; without them, you wouldn’t be able to fulfill your mission.
This funding, however, comes with complicated financial reporting requirements. It also means you need solid controls on how that money is spent (and by whom) to curb the possibility of mismanagement.
Ensuring that your financial statements are compliant requires a nonprofit accounting firm that is well-versed in OMB Uniform Grant Guidance and other industry standards.
Our CPAs specializing in nonprofits have extensive experience performing standard financial audits, as well as federal and state single audits. We’ll also keep you updated on reporting changes and other accounting issues that affect your financial statements and procedures. We can even provide targeted scrutiny on specific areas of concern to reduce the risk of fraud or errors.
Have confidence that your financial reporting meets the necessary standards and regulations—so you can focus on serving the people who need you.
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.
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.
Your IT network is the backbone of your operations. It provides you with quick access to information, allows for timely communication and keeps your data secure.
A sound and reliable network needs a technology provider who can keep your organization running and safeguard it from hackers, viruses and other threats.
Our Technology Solutions Consulting department helps nonprofit entities with everything from routine troubleshooting and maintenance to long-term technology planning. As a Microsoft Gold Certified Partner, we keep up with the latest tools and techniques to make sure your network is operating optimally and protected from cyber threats.
Whatever your needs, our team is ready to keep you connected.
- Managed IT Solutions
- Break-Fix Support
- Security and Data Protection
- Backup & Disaster Recovery
- Email, Messaging & Collaboration
- Network Planning & Design
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.
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.
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.