Not-for-Profit

Not-for-profit organizations are experiencing incredible changes and pressures as traditional models become outdated. Everything from sources of revenues, types of services provided and how they are delivered, donor demographics and expectations, and legislation are forcing nonprofit groups to be more transparent, innovative, strategic, and effective. Nonprofit boards and finance committees are continuously adapting to sustain their organization while the need for their programs are increasing.

DWC has considerable expertise in helping nonprofit groups find efficiencies, address current needs, and plan for the future. Our nonprofit team works with various nonprofit organizations and membership associations that provide services in the arts, culture, animal welfare, civic, economic development, youth, health and human services, foundations, and more.

Services

  • Consultation, preparation, and filings of Form 990 Series
  • Securing and maintaining tax exempt status
  • IRS audit support
  • Unrelated trade or business income consultation, preparation, and filings

Tax Services

  • Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
  • Financial statements, reporting, and management reports
  • Set up, training, and consulting for QuickBooks® software
  • Advisory services on general ledger set-up and internal controls
  • Virtual controller outsource and consulting
  • Virtual CFO outsource and consulting

Client Accounting Services

Intuit®, QuickBooks®, and QuickBooks® ProAdvisor are registered trademarks of Intuit Inc. Used with permission.

  • Financial policies and procedures review/documentation
  • Organization planning, financial projections, and budgets
  • Entity set-up and organizational structure
  • Cash flow management

Consulting Services

  • Financial statement audits, reviews, and compilations
  • Donor-compliance audits
  • Internal control reviews
  • Operational audits
  • Fraud investigations and risk management
  • Employee benefit plan audits
  • Agreed-upon procedures

Audit & Assurance

Our Nonprofit Specialists

Christopher T. Allen, CPA
Christopher T. Allen, CPAPrincipal
Nathan A. Fyock, CPA, ABV
Nathan A. Fyock, CPA, ABVPrincipal
Mark L. Groves, CPA
Mark L. Groves, CPAPrincipal
Sabrina J. Hoyt, CPA
Sabrina J. Hoyt, CPAPrincipal
Susan L. Fezer, CPA
Susan L. Fezer, CPAManager
Brooke A. McKenzie, CPA
Brooke A. McKenzie, CPAManager
Kelsa D. Tinsley, CPA
Kelsa D. Tinsley, CPAManager