What we do
Charity CPAs exists for one purpose: to give nonprofits and governmental entities the accounting, audit, tax, and consulting support they need to serve their communities with confidence.
From day to day bookkeeping through board ready reports and specialized audits, our team focuses only on the nonprofit sector. That means you work with people who already understand grant requirements, funder expectations, and the realities of running a mission driven organization.
Services for your mission
Accounting & Finance
Ongoing accounting support that keeps your books current and your leadership informed.
Accounting and month end close
Day to day accounting, reconciliations, allocations, and month end journal entries so your general ledger stays clean and ready for review.Financial reporting, analysis, and data visualization
Monthly financial statements with plain language explanations, plus dashboards that make it easy for leadership and the board to see what matters.Planning, budgeting, and forecasting
Cash flow projections, scenario planning, and support for annual operating and capital budgets.Grants, audit support, and internal controls
Grant tracking, audit preparation, funder reporting, and help strengthening internal controls and processes.
nonprofit tax
Tax compliance and planning designed for public charities, private foundations, and other exempt organizations.
Core tax compliance
• Form 990 preparation and review
• Ongoing tax compliance and advisory services
• Private foundation compliance and filings
Specialized tax credits and incentives
• Employee retention credit services
• Clean energy and other credit opportunities available to nonprofits
Planning and optimization
• Unrelated business income tax UBIT studies and planning
• Revenue enhancement and opportunity reviews with a tax lens
Audit & Assurance
Independent assurance that builds trust with funders, lenders, and your board.
Financial statement services
• Audits
• Reviews
• Compilations
Specialized and regulatory services
• Employee benefit plan audits
• Governmental audits
• Compliance services for funding and regulatory requirements
Targeted engagements
• Agreed upon procedures engagements designed around specific questions from boards, funders, or management
Nonprofit Consulting
Outsourced support and consulting services built specifically for charities, with a focus on practical recommendations and clear communication.
Our team can act as an extension of your staff and help you:
Spot challenges and opportunities in your finance and accounting functions
Design realistic steps that strengthen stability and support healthy growth
Provide management and your board with clear, objective analysis and reporting so they can make informed decisions
We focus on what your organization actually needs, not simply on delivering a checklist of services.