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Accounting for not-for-profit success.

Our CPA-level outsourced accounting team provides a range of customized services to help manage your nonprofit’s finances.

Client accounting solutions.

Accounting and Financial Statements

Well-prepared financial statements allow you to better target fundraising efforts, report properly to funding sources, and have a clean audit at year-end. We can help translate your nonprofit operations into a financial format that accurately reflects what you do — all at an affordable cost.

Financial Services

Our accounting services for the nonprofit sector include preparing accurate financial statements; determining charts of accounts and cost center structures; setting up customized internal accounting systems; and consulting on internal controls, staffing, cost allocation methodologies and how to prepare for an audit.

Board Training

Our experts offer training for management and board members on understanding and analyzing financial reports, the fiduciary responsibility of board members around financial reporting and the role of Audit Committee members.   

Outsourced CFO and Controller Services

Whether your organization is between financial leadership, or needs help to scale, we offer part-time outsourced CFO and controller services as needed so your organization can continue to focus on your mission.

meet our team

Client accounting leadership.

Jorge Servin, CPA

Partner-in-Charge, Client Accounting Services Group
View bio
“Our outsourced client accounting team offers a range of customized services to meet the complex financial reporting needs of the nonprofit sector. We’re proud to work with a wide range of exempt organizations that make our communities stronger and better for all.”

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