Your work makes a meaningful difference in the community. Yet from fundraising during challenging times to managing the resources you do have, your organization faces many challenges in pursuit of achieving your mission.

Our Passion + Your Mission

Our Not-for-Profit team is dedicated to helping tax-exempt organizations navigate the challenges they face, keeping you in compliance and focused on your future goals. We understand your commitment to serving your community and we are passionate about helping you achieve your goals.

Aside from our technical expertise, many of our professionals hold not-for-profit leadership roles which provide a deeper understanding of the intricacies such organizations face firsthand.

Meet our full team of experts

Our Services

With over 70 years of public accounting experience and our deep expertise in the Not-for-Profit industry, our specialized Not-for-Profit team has the expertise to deliver the results you deserve through a customized mix of assurance, tax, and consulting services. We bring deep perspective and true understanding to the table, so you can feel confident in your finances and focus your energy on your mission.

  • Audit & Assurance

    While our engagement teams will work closely and seamlessly with management throughout the audit process, we recognize oversight of the audit by the Audit Committee is paramount. Our dedicated Not-for-Profit team will meet with the Audit Committee before the audit to discuss the engagement scope. We meet with your team to plan and schedule efficiently. After the audit, we will review the results with you to ensure full transparency during the process.

    As we develop insights throughout the audit process, we will help your organization strengthen internal controls and identify areas to improve your operations.

  • Tax Planning and Compliance 

    Tax planning and compliance can be complex for not-for-profit organizations. Our Tax team can help your organization navigate compliance requirements and provide ongoing planning. We offer strategic advice and efficient solutions to private foundations and public charities with their tax matters, including choice of entity, initial registration, required state filings and foreign disclosures. 

  • Technology and Software Implementation

    Selecting the right technology is essential to the growth and success of your organization. We specialize in helping you select and implement accounting, financial reporting, budgeting and business analytics solutions meet your unique needs.

  • Outsourced Accounting and CFO Advisory

    We provide specialized accounting, controller and CFO advisory services that allow your team to focus on the areas that matter most to the success of your mission. 

Contact Us

Our offices are located throughout the greater San Francisco Bay Area. If you would like to contact us, please call one of our office locations or send us a message.