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Executive Search Firms
Organization Description Keywords
JER HR Group, LLC

JER HR Group is a full-service human resource consulting firm with 30 years of experience and expertise in meeting the strategic and complex HR needs of organizations across the U.S. We provide customized services with a team of more than 30 experienced professionals in Training, Consulting, Compensation and Executive Recruiting to meet your critical business needs and the unique needs and challenges of our clients.

We have extensive experience working with organizations of all sizes and types in supporting their HR functions including leadership training and development, executive search and recruiting, compensation design, compliance and HR technology solutions. We work closely with our client’s Human Resource Departments, to design programs and strategies that are targeted to their individual organizational needs, easy to implement and built upon leading edge best practices.

To complement our expertise, we maintain active memberships in leading associations of compensation and human resources practitioners, including: Society for Human Resource Management (SHRM), WorldatWork, International Public Management Association of NC (NC-IPMA), and the New York Society of Association Executives (NYSAE). We are active in the not-for-profit community, serving on Boards of Directors or as non-Board advisors to human resources committees.

As a leading Human Resource outsourcing firm, JER HR Group provides HR services for city governments, non-profit organizations and for-profit companies both large and small, from Fortune 500 companies to family businesses. We provide professional external team support with extended services and expertise. Some of our HR services include HR Audits, Interim HR Management, Employee Handbooks, Safety and Compliance Consulting and Analysis of Organization and Staffing.

Human Resources, recruiting, executive compensation
CliftonLarsonAllen LLP (CLA)

CLA is a professional services firm delivering integrated outsourced accounting, audit, tax, executive search and consulting services to help clients succeed professionally and personally. Our industry-focused teams offer services that support clients locally, nationally, and globally.

CLA is focused on delivering an exceptional level of knowledge, insight, and industry experience. As our clients’ most trusted business advisor, we:
• Take a genuine interest in organizational opportunities and challenges
• Proactively work with clients to develop approaches based on a deep understanding of their business and industry
• Address financial challenges clients face through our national and global resources
• Continually strive to better client organizations, the nonprofit industry, the communities in which we work and live, the accounting profession, and ourselves

CLA has a dedicated nonprofit group, a team focused on providing high‐quality services to nonprofits organizations. Members of CLA’s nonprofit group focus almost exclusively on serving nonprofit organizations, so they have the experience and commitment to fully understand your challenges and opportunities.

Nonprofit organizations are a dynamic, unique area of accounting, and require constant attention and monitoring. Our knowledge of the industry is crucial to offering actionable activities. As a firm with more than 60 years of experience, serving more than 9,000 nonprofit clients, we possess a thorough understanding of organizational challenges and are able to respond promptly and effectively to help meet them.

The regulated industry segment, which includes a portfolio of nonprofit, government, and health care institutions, represents nearly half of the firm’s total revenues. Based on information from the Federal Audit Clearinghouse for audits with fiscal year ends between January 1, 2019 and December 31, 2019. CLA performs the largest number of single audits in the United States! We audited over $56 billion dollars in federal funds in 2019. This not only shows our experience in serving organizations that receive federal funds but it demonstrates our firm’s dedication to serving the government and nonprofit industries. In addition, CLA prepares more 990s than any other professional services firm in the United States based on data obtained from CauseIQ.

To make working with CLA a seamless experience, our team utilizes a secure web-based application to request and obtain documents necessary to complete client engagements. This application allows CLA and our clients to view a live client assistance letter clients, which provides detailed information, including due dates for all of the open items CLA is requesting. Additionally, clients have the ability to attach electronic files and add commentary related to the document requests directly on the application. We also utilize CLA's Seamless Assurance Advantage (SAA) is an innovative approach to auditing that utilizes leading technologies, analytics, and audit methods to help solve client problems and create a seamless experience. Unlike any conventional audit process, SAA does not depend on physical location. It reduces the time our professionals spend on site, creates fewer disruptions, enables more efficient use of resources, and allows for more impactful interactions with our clients.

Diversity, equity, and inclusion — We are dedicated to building a diverse and inclusive culture that thrives on different beliefs and perspectives. Our diversity, equity, and inclusion council identifies strategies that foster and support the many dimensions of diversity within the firm. When we embrace an inclusive culture, we can truly know and help each other and our clients — that’s how we create opportunities together.

Commitment to the community — CLA family members bring meaningful social impact through volunteer efforts, charitable contributions, service on boards, and a focus on sustainable practices. Our community engagement team is bolstered by the diversity and inclusion council and the CLA Foundation — a philanthropic organization that has awarded more than $3.5 million through 200 grants (to 158 unique organizations) funded solely by the CLA family.

Please see more information on our offerings at www.claconnect.com and contact us at (919) 239-8549 for a free quote.

Audit, outsourced accounting, executive search firm
Armstrong McGuire & Associates

We’re invested in your success because, when you succeed, the people you are helping succeed. Achieving success requires both the human capital of nonprofit agencies and the financial resources of charitable donors. The effective union of those resources requires talented leadership, thoughtful planning and dynamic fundraising. With a team of experienced professionals, a network of talented support services, and a roster of successful, satisfied clients, Armstrong McGuire provides counsel that helps our clients reach their goals successfully. Our services include:

- Organizational assessments
- Executive Transition Management (ETM)
- Executive recruitment
- Interim management services
- Board and staff training
- Strategic planning
- Retreat facilitation
- Resource development planning
- Annual giving
- Major and planned giving
- Feasibility studies
- Capital campaign planning and management

Resource development, fundraising, succession planning; evaluation; strategic planning; planning; board of directors; organizational development; evaluation; impact; assessment; benchmarks
Financial Services
Organization Description Keywords
Viola Insurance Services, Inc.

Viola Insurance Services, Inc., founded in 2013, is an independent insurance agency with a passion to serve non-profit organizations. We understand the unique risks that non-profit organizations face and offer a full complement of coverages and programs specifically tailored for all types of non-profits.

Our Principles of Security:
• All non-profits, irrespective of size, budget and mission, are entitled to full Risk Management Counsel.
• You are entitled to a competitive price. Chances are that we can save you money and, even better than that, we can improve your coverages.
• Your counsel can be credible only when having access to multiple markets. No one insurance company has the best product for each of your needs. As an independent insurance agency, we represent several companies that understand the non-profit sector.
• Providing claims service is the most important thing we do. In fact, we're available for emergencies 24 hours a day.
• You deserve face-to-face contact with someone experienced in the business, someone committed to staying up to date, and someone who will still be in business as your needs change.

Insurance for Non-Profits
S.E. Owens & Company

Accounting Compliance Compassion
NOW AVAILABLE IN NORTH CAROLINA
Accounting and Compliance For Political, Non-Profit and Animal Rights Organizations
S.E. Owens & Company has provided essential recording and reporting services to a wide range of non-profits for more than 20 years. We have team members and clients across the country serving the political, non-profit, and business spheres. We help our clients stay compliant and legal with our responsive and dedicated team. We provide accounting services, tax preparation, government document preparation and filing among our many financial and compliance services. We are numbers focused and deliver excellent results as well as heart-driven and passionate about assisting our clients so they can focus on what they do best.
Visit us at www.seowenscompany.com
Local Representative in Durham, NC: Beth Budd, bbudd@seowenscompany.com, (919) 864-0109

Accounting and Bookkeeping, Regulatory Compliance and Filings
Norton Collar Lund Lilley, PLLC

For years, Norton Collar Lund Lilley, PLLC has been providing quality, inclusive financial guidance to not-for-profit entities. Our expertise ranges from tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Through research and sound analysis, we encourage open communication to reach an understanding of the needs of the nonprofit entities we serve. Our firm is dedicated to meeting the goals of your nonprofit with high standards of excellence and professionalism. In addition to our work with local not-for-profits in a professional capacity, our firm’s leadership team is strongly committed to serving our community individually. All of our partners have volunteered their time and expertise as board members or advisory board members to various not-for-profit organizations in the Triangle area. We have been a staple of Raleigh’s nonprofit community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around Raleigh. We believe this to be a direct derivative of our talent and responsiveness to our client base.

Our Services:
Tax Preparation
Assurance and Advisory
Quickbooks Accounting Help and Assistance
Computer Consulting
Employee Benefit Plan Audits
Accounting Services
Financial Audits, Reviews, Compilations, and Preparation
Bookkeeping/Write-up
IRS Representation
Payroll Services
Cash Flow and Budgeting Analysis

Address:
7701 Six Forks Road
Suite 100
Raleigh, NC 27615

Accounting, Audit, 990
Main Street Insurance Group

With roots that date back to 1898, Main Street Insurance Group has been in business for 120 years. During that time, we’ve grown through partnerships with exceptional individuals and insurance agencies based in Charlotte, Forest City, Tryon, and Chapel Hill. Together, we form one of the nation’s largest independent agencies, serving the Southeastern United States with a wide array of customized insurance solutions, including Business Insurance, Home Insurance, Auto Insurance, Employee Benefits and Equine Insurance.

We work closely with clients, providing honest advice to help them make important and informed decisions that protect their lives and businesses from the unexpected. Because we’re independent, our priority is you—not an insurance brand. That’s why we represent many leading insurance companies with a wide variety of coverage options and price points. This allows us to deliver the right blend of price, plans and services for each client.

Our insurance advisors make it their business to understand your specific needs to help you through the many changes of life and business. So, whether you’re renting an apartment or buying a home, adding a partner to your business, getting married, renovating your house, including a teen driver on your auto policy, or revamping your employee benefits plan, we have you covered.

A Legacy of Excellence

Main Street Insurance Group unites some of the region’s most respected insurance agencies for a solid foundation of service and support. Our legacy agencies include Blanton-Flack Agency formed in 1928, as well as Brady Agency founded in 1928, and Martin and Harrill Agency founded in 1898. Our newest independent insurance partner, Swimmer Insurance Agency, has served Charlotte since 1953 and brings a lauded reputation for superb service and long-term client relationships. Collectively, we offer more than three centuries of experience, the backing of the Keystone Insurers Group, and an unwavering commitment to provide accessible insurance solutions for the people we’re honored to serve.

Employee Benefits Group Medical Health Dental Vision Long Term Disability Short Term Disability Life Insurance Human Resource Employee Navigator
Lamb Insurance Services

Lamb is the largest insurance broker in the country dedicated exclusively to helping nonprofit and human service organizations manage their risks. Lamb leverages its expertise, experience, and insurance carrier relationships to deliver the most comprehensive insurance program available at an advantageous cost to you. With more than 1,500 clients nationally, Lamb is truly making a difference by aggressively pursuing our mission of “protecting organizations that positively affect people’s lives.”

Learn how Lamb can protect your nonprofit, email Doug Penley.

property and general liability professional liability cyber liability auto liability and physical damage workers' compensation
Dean Dorton

Better financial tools mean better stewardship and mission fulfillment. Dean Dorton Allen Ford, PLLC (Dean Dorton), based in Raleigh, NC, is a full-service CPA and technology consulting firm that specializes in implementations and integrations of accounting software solutions for nonprofits. We offer outsourced accounting services along with leading financial management tools- Microsoft 365 Business Central and cloud-based Sage Intacct- that guarantee performance-driving components for your finance teams.

The team at Dean Dorton is comprised of technology consultants with experience as accountants, controllers, and information systems experts. We strive to provide nonprofit organizations with the most client-centric, integrated solutions that allow them to focus more on their core mission and less on their software.

Dean Dorton is committed to helping nonprofits pinpoint their financial concerns, establish their overall accounting needs, and move forward with the right solution that will allow their organization to scale as it grows. Over 100 clients across the United States, Canada, and Australia have turned to Dean Dorton's services and products. For more information on Dean Dorton's nonprofit accounting technology or outsourced accounting services, visit https://deandorton.com/

*Dean Dorton was previously known as Massey Consulting. Massey Consulting was acquired by Dean Dorton effective January 1st, 2019.

Accounting software, CPA, nonprofit technology
Community Services Insurance Program (CSIP)

Community Services Insurance Program (CSIP) is an insurance program that is available to non-profits and social service organizations in North Carolina plus other Southeast states. CSIP provides specialized insurance coverages specifically designed for social services operations while providing meaningful cost savings.

With CSIP, your organization can expect specialized claims and loss control services, premium savings, and most importantly – budget stability.

Lines of coverage include workers' compensation, general & professional liability, commercial auto liability, and excess liability.

Contact us today for a quote - info@csipins.com

workers compensation; insurance; non profit insurance; liability insurance; affordable insurance policy; workers comp; auto insurance; all-lines package; csip; community services insurance program;