- Sector Expertise
Charities & Foundations
We assist CPA firms with fund-level tracking, donation reporting, and year-end financials for tax-exempt organizations. Our team helps ensure clean records and readiness for audits or board reviews.
NGOs & International Nonprofits
We support multi-currency reporting, grant utilization tracking, and cross-border compliance workflows for CPA firms serving international causes and aid groups.
Religious & Faith-Based Organizations
We handle donor record maintenance, departmental budgets, and special fund tracking for churches, temples, and religious nonprofits–ensuring transparency and trust.
Membership Associations & Advocacy Groups
From dues collection to program-specific budgeting, we manage back-office workflows that help firms deliver reporting clarity for membership and outreach-based organizations.
How We Help
We deliver consistent, white-labeled support through your systems–focused on nonprofit-specific financial structures, controls, and timelines.
200+
1,800+
Client results
See how we help CPA firms provide compliant, donor-ready financials–without increasing overhead.
- Our expertise
Craft effective strategies to drive competitiveness and achieve business objectives.
Streamline operations and improve efficiency to maximize productivity and reduce costs.
Gain valuable insights into your target market, competitors, and customer needs.
Navigate organizational change smoothly and ensure successful implementation.
Our partners with leading technology providers to guide our clients through the implementation process.