CPAs and Consultants for Aging-Focused Nonprofits and Area Agencies on Aging

Aging-focused nonprofits manage a funding structure that leaves little room for guesswork: Older Americans Act dollars, Medicaid HCBS billing, state match requirements, and often a network of subrecipient contracts with senior centers, meal providers and transportation vendors. Each stream carries its own allowable-cost rules, its own reporting cadence and its own audit trail.

James Moore works with aging services nonprofits nationwide. Our team handles single audits and financial statement audits, OAA and HCBS grant accounting, cost allocation and subrecipient monitoring, Form 990 preparation, and outsourced controllership support, the specific mix most aging-focused nonprofits are juggling at once.

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Stay in compliance

Audit support built for the funding streams you actually manage, so state and federal reviews don't catch you off guard.

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Get more out of your grants

A cost allocation plan that directs every dollar where it's needed and where it qualifies, across every OAA and Medicaid category you administer.

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Peace of mind

Your programs evolve as your community's needs change. Your accounting support should keep up, without you having to worry about it.

Guidance That Starts Where Your Knowledge Ends

Most finance teams at aging-focused nonprofits are stretched thin, covering compliance, reporting and day-to-day accounting with limited staff and even less time to research every rule change. A firm that already knows this terrain can move straight into the work instead of spending your time getting up to speed on OAA funding streams or HCBS billing basics.

We've sat across the table during single audits, walked through cost allocation plans line by line, and helped finance staff anticipate what a reviewer will ask before they ask it. That experience means fewer surprises for your board, your funders and your team.

How We Support Aging-Focused Nonprofits

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Uniform Guidance (Single Audit) Support

Uniform Guidance (Single Audit) Support

Meet single audit requirements with a team that knows exactly what OAA and HCBS funding streams demand.

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Compliance Consulting

Compliance Consulting

Protect your funding with cost allocation guidance built around Older Americans Act and Medicaid billing rules.

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Internal Controls Assessment

Internal Controls Assessment

Strengthen the processes behind your grant reporting so risk goes down and accountability goes up.

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Board and Staff Training

Board and Staff Training

Give your team and board a clear understanding of financial responsibilities and what reviewers expect.

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Budgeting and Forecasting Support

Budgeting and Forecasting Support

Build budgets and forecasts that hold up against shifting grant cycles and funding levels.

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Strategic Financial Consulting

Strategic Financial Consulting

Get guidance on long-term planning and how to stretch limited resources further.

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Corinne LaRoche, CPA

Partner

The leader of the firm’s Nonprofit Services team, Corinne’s heart lies in serving the needs of nonprofit organizations to address taxation issues and provide audit/assurance and CFO and controllership services. She works with an extensive number of entities that receive substantial federal and state assistance and is a trusted authority on OMB Super Circular and the Florida Single Audit Act and a certified member of the AICPA’s Not-For-Profit section. She’s also the host of Nonprofit Accounting Explained, our monthly series of to-the-point videos about common questions in nonprofit accounting.

Corinne’s experience also includes serving on local nonprofit boards. Her volunteer experience has given her a solid understanding of how nonprofits work and the challenges they face, from obtaining funding and operating with limited budgets to ensuring compliance and transparency. She uses both perspectives, as a participant and an accounting professional, to better serve her clients.

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Katherine Munday, CPA

Director

Katie brings nearly 15 years of public accounting experience to the table for her clients. A key member of our Nonprofit Services team, she spent several years performing audits before taking on her current role in our Accounting and Controllership Services (ACS) department. Her work includes financial statement review, board and management reporting, budgeting, cash flow planning and advisory support tailored to each organization’s needs.

Katie’s practice is centered on serving nonprofit organizations, with a particular emphasis on Healthy Start programs, social service agencies and statewide associations. Through her combined audit and ACS experience, Katie has gained a deep understanding of compliance, internal controls and financial reporting while supporting organizations with day-to-day accounting oversight and higher-level financial strategy. She is valued by clients for her practical approach, attention to detail and ability to provide clear guidance in complex financial situations.

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Andrew Ferguson, CPA

Senior Manager

Andrew has over six years of professional auditing and accounting experience. He focuses primarily on nonprofit entities, in particular Community Action Agencies and Head Start programs. His extensive expertise in single audit requirements and OMB Uniform Grant Guidance has served these nonprofits well in their efforts to stay in compliance and operate soundly.

Andrew’s dedication to service goes beyond his nonprofit client work. He’s the treasurer for CHOAIDS, an organization that provides education and care to Haitian orphaned children and women who are HIV positive. He also wrote the benevolence funds policy at his church and currently serves on the benevolence team.

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Becca Gilbert

Business Development Manager

Becca supports our firm’s Nonprofit Services Team as they strive to meet business goals. Her work involves developing relationships with potential clients, listening to their concerns, and connecting them with professionals who offer the solutions they need. She also oversees our business development program for younger staff, coaching them on building connections with clients and ensuring the highest level of service for them.

Becca’s career has spanned nearly 30 years as a “boots on the ground” business developer. She has an extensive track record of helping companies expand beyond state boundaries and saturated markets to better serve clients and drive business growth.

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