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Coaching
Organization Description Keywords
HDH Advancement Group, LLC

HDH Advancement Group, LLC is based in Apex, NC and provides fundraising and nonprofit management services throughout the state of NC and around the country. Our areas of expertise include development assessments and plans, feasibility studies and campaigns, strategic planning, and comprehensive fundraising with an emphasis on major gifts.

Our team brings decades of experience working on-the-ground with nonprofits around the country - in organizations ranging from large health systems and universities to small, community nonprofits. We also bring years of expert consulting experience working under the mentorship and training of top leaders in the industry. It is our intense passion to build up and bring together people of diverse backgrounds, and we partner with nonprofits to elevate social impact together! Call or email for a free consult! info@hdhadvancementgroup.com

fundraising - major gifts; estate planning; events; annual giving, strategic assessments and plans, feasibility studies and campaigns
Fired Up Fundraising

Headquartered in Chapel Hill, Fired Up Fundraising provides fundraising counsel to nonprofits at all stages of development; supporting fundraising planning, major gift strategies, board development and training, and high-dollar capital campaigns. We empower nonprofits to achieve extraordinary fundraising results and build a better world through our expert consulting services, world-class training programs, and inspiring keynotes.

Through our major gifts and capital campaign consulting services, we equip you with actionable strategies, skills, and tools tailored for your organization. With you at every step, we champion you to create real change – the kind you can measure. Our data-driven Fundraising By The Numbers methodology helps focus your goals which drives you to achieve results, so you can impact the world.

In addition, our firm draws upon external national and international experts in marketing, design, prospect research, copywriting, digital communications, public relations and leadership development to provide additional top-quality services for our clients. Check out our website today or send us a note to explore how we can support you!

Major Gifts and Capital Campaign Consulting, Fundraising Training and Consulting, Leadership and Board Development
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
CLA (CliftonLarsonAllen LLP)

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. DEI is in our DNA!

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

Nonprofits must stay agile and resilient, prepared to evolve, adapt quickly and strategically to remain profitable, sustainable, and ahead, ensuring their growth equals funding and that funding equals community impact and change. Our clients are change-makers who lead with their hearts, passionately focused on improving their communities, and often moving mountains with limited support. They are challenged by the act of balancing and juggling shifting priorities—putting out today’s fires while feeling uncertain about the future of the organization. They lack the time, capacity, and tools to fulfill their missions and lead into their vision. Ultimately, they need an experienced partner who is equally invested in creating positive outcomes for their communities and can guide them towards a renewed sense of control and direction.

At Armstrong McGuire, we exist to to help our clients unlock the potential of the community. We equip our clients for maximum impact through increased organizational capacity in the areas of leadership development and executive recruitment, organizational development and planning, and resource development and campaign planning. Regardless of your needs, we meet you where you are and are positioned to address the challenges and opportunities that are most important to your success. Inside each of these areas we have professionals with extensive training and experience in a variety of targeted services. And if we are not the right partner for a particular need, we have an extensive network of strategic partners that we can introduce you to.

Executive Search, feasibility studies and campaigns, organizational planning
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
Vault Consulting, LLC

At Vault, the nation’s leading accounting and research firm for nonprofits and associations, we help organizations thrive and grow.

We not only establish the sound financial foundation you need to address today’s most urgent challenges, we conduct the original research it takes to understand the changing needs of your members, engage them more deeply and uncover potentially lucrative new opportunities.

To deliver these insights, we’ve broken the mold—nowhere else will you find accountants and researchers with more energy and personality! In fact, we’ve accumulated some of the highest client value and satisfaction ratings in the industry.

If you are ready to take your organization to brave new heights, Vault offers more than financial expertise; we deliver a powerful new perspective and a clearer path forward.

Take Advantage of Our Outsourced Services Including:

• CFO and Controllership Services
• Financial Reporting and Modeling
• Budgeting and Forecasting
• General Ledger Management
• Internal Controls & Industry Best Practices
• Grant and Restricted Fund Reporting
• Audit Preparation
• 990 Assistance

To learn more, visit our website (www.https://vaultconsulting.com) and follow us on LinkedIn (www.linkedin.com/company/vault-consulting-llc)

Accounting services, outsourced accounting, Accounting Automation
TowneBank

At TowneBank, we appreciate the difference that non-profit organizations make in the community. Let us assist you in managing your organization’s finances with our Community Partners program, a special collection of services designed just for you. Our Private Bankers are experienced lenders and banking relationship managers ready to provide expertise for your needs.

Enjoy Our Special Checking Account:
• No minimum daily balance requirement
• No monthly maintenance fee
• Unlimited check writing and deposits
• Interest bearing on balances over $3,000
• Great Online Banking, Bill Pay and mobile banking^
• First order custom TowneBank business checks free
• No fee cashier’s checks
• Free notary services
• 25% discount on safe deposit boxes (based on availability) +

Additional Benefits:
• Savings Account
Community Partners can open a TowneBank savings account with no minimum daily balance requirement that earns interest on all balances and offers a tiered rate schedule.

• VISA Cards*
Organizations can provide their employees with a company credit card for travel, business expenses, meals and more. Groups may designate the credit limit on a “per card” basis, and monthly statements are an easy way to keep track of expenses. And there are exciting Rewards® options!

• Merchant Services*
If you accept credit card payments for donations and events, TowneBank can help. Look to TowneBank for electronic processing of merchant credit card accounts, 24-hour support, and competitive pricing.

• Business Debit Cards*
If you prefer to withdraw funds straight from your TowneBank checking account, rather than purchasing on credit, a Business Debit Card is a convenient option.

• Loans*
Whatever the need, TowneBank offers pricing and terms designed to help your organization reach its goals. Plus, all loan decisions are made locally by experienced lenders who know you personally.

• Financial Services
Take advantage of free consultations with any of TowneBank’s professional team members, who are available to discuss the short and long-term financial goals of your organization.

Contact Brandi.Gerew@TowneBank.com at our Raleigh office to start your TowneBank relationship today!

Member FDIC | Equal Housing Lender

^Your mobile carrier’s web access and text messaging charges may apply. All terms applicable to Online Banking apply to Mobile Banking.
+Only Deposit Products are FDIC Insured.
*Normal credit approval criteria apply.

Community banking, non-profit banking, financial services
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