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 Nonprofits and Local Governments Can Leverage Sustainability Tax Credits
Nonprofits, state and local governments, Indian tribal governments, Alaska Native Corporations and rural electrical cooperatives have each been identified as entities eligible to receive the “direct pay” benefit established by the Inflation Reduction Act.
Do You Know Who Is Watching?
This article focuses on three prevalent nonprofit watchdog organizations: Charity Navigator, Candid and the Better Business Bureau Wise Giving Alliance.
Navigating Tax Benefits for Nonprofits: An Overview of IRC Section 179D
Do you need to remodel your nonprofit’s building, or even build a new structure for it? This tax incentive could be a game changer for your organization.