We serve clients that serve others.
Non-profit & Education
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.
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
NONPROFIT NEWS & INSIGHTS
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.
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.
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.
In addition to a great work environment, I enjoy the many perks the firm has to offer as well. From the Dress for Your Day policy, which allows staff more flexibility in their attire (jeans!) on days when professional dress is not required, to the firm’s Half Day Friday policy from Memorial Day through Labor Day! For me, more comfortable workdays and having additional time to spend with family and friends or get a head start on my weekend during the summer months are just some of the ways that Williams Overman Pierce helps provide me with work life balance.
One of the benefits I enjoy the most here at Williams Overman Pierce is the work life balance that unlimited PTO provides. Since there are increased work hours during busy season, having unlimited PTO gives me the flexibility to create my own schedule during the less busy time of the year to rest and recharge without being confined to a few set weeks of time off during the year.
Williams Overman Pierce is a great place to work, but my colleagues are what keeps me here! I love the fact that we not only share our knowledge with one another but support each other as well. During my time with the firm, not only have I been able to build professional relationships, but my colleagues have become my friends and really care about me and my well-being.
Here at Williams Overman Pierce I am not only provided with opportunities to grow and meet challenges, but provided the support system and career guidance to do so. I like knowing that I am in the driver seat when it comes to my career path and progression and that I will be rewarded and promoted based on how hard I work.
I enjoy working at Williams Overman Pierce, as it allows both staff and interns to have the flexibility to explore all industries and service lines offered by the firm. When I joined the firm I did not have experience with many of the services offered by the firm . Having the opportunity to explore and work on a variety of industries and service lines has allowed me to be in control of my career and focus on those that I have a passion for most as opposed to being stuck in one industry. To me, this is just one of the many reasons Williams Overman Pierce stands out from other firms.
I enjoy working at Williams Overman Pierce for many reasons, but one of my favorite things about working here is the open door culture. I am not just a number and my contributions matter. I am always impressed by the firm’s leadership team for their willingness to listen to employees (from all levels) about their aspirations, visions for the firm and improvements that could be made to the firm and/or our processes to continue to make Williams Overman Pierce a great place to work.