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| Organization | Description | Keywords |
|---|---|---|
| CLA (CliftonLarsonAllen LLP) |
CLA (CliftonLarsonAllen LLP) is a professional services firm committed to creating opportunities for our clients, our people, and our communities. Our vast network of deep industry specialized professionals and resources present and deliver services to clients seamlessly through values that drive our behavior: curious, collaborative, transparent, inclusive, and reliable. It’s simply how we do business. We are dedicated to building a diverse, equitable and inclusive culture that thrives on different beliefs and perspectives. Our DEI team 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. Our desired outcome is to be representative of the communities that we serve now and in the future. We are putting DEI into our DNA! Click to see our Transparency Report for 2021 https://www.claconnect.com/-/media/files/resources-supporting/2021_cla_t... 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 an in-depth understanding of organizational challenges and are able to respond promptly and effectively to help meet them. CLA’s assurance and advisory principals are national leaders on several standard-setting bodies. Several have assisted with the writing of the American Institute of Certified Public Accountants (AICPA) practice and audit guides specifically for nonprofit organizations, chaired technical boards, and led state CPA organizations. Many of our professionals gather client thoughts and submit responses to the Financial Accounting Standards Board (FASB). As participants in these states and national standard-setting bodies, our professionals are on the cutting edge of new developments that affect you. Our work in these emerging areas gives you an advantage planning ahead. This makes CLA the best of both worlds, a local team dedicated to the nonprofit industry with the national resources. Audit Services In the current environment of increased oversight and new federal funding being available through the Coronavirus Aid, Relief, and Economic Security (CARES) Act and the American Rescue Plan Act (ARPA) in response to the COVID-19 pandemic, it is more important than ever to find qualified auditors who have significant experience with federal grants. Therefore, the single audits are performed by a team of individuals who are managed by personnel who specialize in single audits in accordance with OMB’s Uniform Guidance and who can offer both knowledge and quality. As part of our quality control process, the single audit will be reviewed by a firm Designated Single Audit Reviewer. Based on information from the Federal Audit Clearinghouse for audits with fiscal years ends between January 1, 2020 and December 31, 2020, CLA performs the largest number of single audits in the United States. We audited nearly $93 BILLION dollars in federal funds in 2020. 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 firm in the United States based on data obtained from CauseIQ. Pre Covid-19, CLA adopted our Seamless Assurance Advantage (SAA) which is an innovative approach to auditing that utilizes technology, analytics, and audit methods to help solve client problems and create a seamless experience. Unlike any conventional audit process, SAA does not depend on a physical location. It reduces the time our professionals spend on site, creates fewer disruptions for our clients, enables more efficient use of resources and allows for more impactful interactions with clients. As part of our process, we utilize a secure web-based application to request and obtain documents necessary to complete engagements. This application allows clients to view detailed information including due dates for requested items, attach electronic files and add commentary related to the document requests directly in the application. In addition, we realize that effective communication throughout the engagement is critical to the successful and timely completion of an engagement. Therefore, during engagements we hold regular status meetings to enhance day-to-day operations, results and any issues are commonly understood and addressed. This allows us to 1) provide a constant technique for monitoring progress against plan; 2) identify issues quickly to allow for timely corrective action; 3) provide objective rather than subjective evaluation of status; 4) provide timely information on a regular basis and 5) assist with obtaining buy-in of any audit recommendations on a timely basis. Outsourced Finance and Accounting We can provide full or part-time outsourced professionals to support the accounting function, whether you need staff to handle your day-to-day transactions, a controller to help you scale your back-office operations or a consulting CFO to weigh in on financial management issues and provide industry specific guidance. We are committed to addressing what matters most to you: Executive Search and Talent Solutions Since 1995, we have conducted hundreds of local, regional, and national executive level searches for nonprofit organizations. Every day we work alongside the principals and staff of CLA which gives us immediate and personal access to industry-specific knowledge and contacts – a benefit we pass on to our clients. CLA’s Executive Search and Talent Solutions teams work with your organization to support your goals, dreams and ultimately to impact your success. We develop honest and sincere relationships with you by expressing our genuine interest in your organization and we heavily invest our personnel resources to provide a noticeably different client service. Please see more information on our offerings at www.claconnect.com and contact us at (704) 998-5222 for a free quote. |
Audit, outsourced accounting, executive search firm |
| 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: |
Insurance for Non-Profits |
| Vault Consulting, LLC |
At Vault, the nation’s leading accounting, human resources, 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 To learn more, visit our website (www.https://vaultconsulting.com) and follow us on LinkedIn (www.linkedin.com/company/vault-consulting-llc) |
Accounting services, Human Resources, research |
| Strickland Hardee PLLC |
At Strickland Hardee, our nonprofit team offers a personal relationship that few accounting firms can match. Working close with our clients in the not-for-profit sector, we help these organizations find ways to fulfill their missions while maintaining the public’s trust. We are experienced in providing the following services to the nonprofit organizations: |
Audit |
| PAK ACCOUNTING |
Our mission is to help small businesses grow into profitable, successful companies by providing financial, managerial, and strategic expertise. PAK Accounting was founded as a bookkeeping, accounting, and tax services provider for businesses in 2014. As we grew in client size, it became evident that small to mid-size businesses would greatly benefit from advisory services that were tailored to help them surpass their current status and grow into successful companies. Too many small businesses are left without experienced financial professionals that can help them overcome financial and managerial hurdles which cause so many to lose money or, worse yet, go out of business. As entrepreneurs, we have specific skill sets that are necessary for business. The services that we offer but not limited to are:
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| 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: Address: |
Accounting, Audit, 990 |
| Employee Benefits Management Group |
We manage your benefits so you can manage your business EBMG specializes in the delivery of responsive group benefits management. Since 1998, we’ve helped businesses leverage our expertise to attain cost-effective benefits, access integrated technology, and simplify the management of their benefits programs. We service your plans year-round – not just when it’s time to renew – saving you time, supporting your growth, and assuring prompt and proactive support that your company will value. We provide access to the technology you need to seamlessly manage employee benefits and payroll data. EBMG invests in a range of technologies to effectively support your business and its employee benefits program. These technologies include Employee Navigator, an online benefits administration tool, and Zywave, a vital information tool. EBMG licenses and provides free access to Employee Navigator, a Human Resource Information System (HRIS). Employee Navigator provides a platform that eases benefit administration, onboarding, PTO tracking, COBRA, and ACA compliance. We streamline processes by connecting Employee Navigator via payroll and insurance carrier integration. Data integration simplifies data entry and reduces administrative cost to our clients. |
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| eCIO |
eCIO is a Registered Investment Advisor dedicated to serving nonprofits. Our team of fiduciary advisors partners with nonprofits in North Carolina and nationwide to manage their endowments and other investment assets. Our clients are of all types and sizes, each with different investment needs. Whether starting a new investment fund, replacing a self-managed approach with professional management, or looking to change investment advisors, nonprofits turn to eCIO for our deep understanding of nonprofit investment best practices. Our clients come from all nonprofit sectors and we recognize the important differences each organization faces in its funding sources and operating needs. That’s why each organization deserves a customized investment program to meet these unique needs. Partner with a dedicated nonprofit investment advisor that has helped nonprofits like yours. |
Investment, Endowment funds, Financial Consultant |
| 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/ |
Accounting software, CPA, nonprofit technology |
| Organization | Description | Keywords |
|---|---|---|
| Susan Gies Conley Consulting |
You don't have to do it all yourself. By fully defining your funding needs, I will create a structure to search for and qualify funding partners that will be excited to support your work. Complex applications or eloquently crafted letters of request all flow from your purpose. I'll demonstrate to the funding partner how you can carry out their intention. Let me take the weight of the details off your shoulders by writing and helping you organize the pieces of your proposal. I can help you to create a sensible plan to collect outcomes data and meet reporting requirements. Your reports will nurture the relationship with your funding partner and move you toward your next grant. Together, we can make a plan that will keep your needs met. By creating a funding calendar and pipeline, you will know where to find the money to succeed in your mission. How can I help? |
Grant writing, fundraising, grant strategy |