We serve clients that serve others.
Non-profit & Education
Non-Profit
We have extensive professional knowledge in all aspects of non-profit financial advisory and accounting practices and are honored to work with many leading non-profit organizations in North Carolina. Our list of references include charitable organizations, social and community service organizations, religious organizations and private foundations. We are more than a service provider for our clients; they see us as an integral part of their organization and processes. We are knowledgeable about the specific accounting issues faced by non-profits and work proactively to stay current on developing standards and regulations, so you can focus on what matters most – fulfilling your organization’s mission.
Education
Educational organizations play a key role in the efficient delivery of a wide range of educational support and program services. Our team has significant experience working with a wide range organizations like yours, including colleges and universities, community and technical colleges, related educational foundations, daycares and early learning centers and independent schools. Our extensive experience within education makes us uniquely qualified to serve you. We understand the industry and its particular business and operational challenges, including funding and regulatory issues. We will provide you with recommendations beyond that of just compliance to focus on enhancing the overall success of your organization.
Some of the services we provide to our Non-Profit & Education clients include:
- Audits, Reviews and Compilations
- Tax Planning and Compliance
- Financial Statement Preparation
- Audits of Retirement and Employee Benefit Plans
- Internal Control Evaluation and Review
- Business and Organizational Planning
- Accounting Methods, Practices and Systems
- Budget Preparation Assistance
- Functional Expense Allocation
- Outsourced Accounting
- Operations Improvement Consulting
- Agreed-Upon Procedures
- Single Audits and Program Specific Audits under Uniform Guidance
- Preparation of Form 990
Our professional staff are involved in the following organizations:
- NCACPA Not-For-Profit Committee
- North Carolina Center for Nonprofits
- AICPA Not-For-Profit Section

MaryEllen Prance
Partner

Michelle Huffman
Senior Manager

Ryan Hill
Manager

Kristen Potter
Manager
NONPROFIT NEWS & INSIGHTS

How to Select an ERP Software That’s Right for You
Nonprofits that make the right investments in technology can further their mission in an increasingly digitalized world, and the industry knows this: 60% of nonprofits accelerated investments in technology in 2021. But understanding which technologies are worth the investment is challenging for nonprofits navigating a shifting landscape with limited resources.

How Nonprofits Can Tap into Emerging Corporate Volunteering Trends
The onset of the COVID-19 pandemic marked the beginning of a tumultuous time in which uncertainty and confusion reigned. However, one bright spot appeared – people were inspired to give back to the world around them, and many nonprofits saw goodwill increase.

5 Steps to Begin – or Enhance – Your Data Privacy Strategy
Millions of people are unaware of how their personal data is being collected, used, or shared in an increasingly digital society. As a business, it’s more important than ever to have a data privacy strategy to protect customers and employees and remain compliant with applicable regulations.