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Executive Search Firms
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:
• Leveraging technology to streamline internal processes
• Improving timelieness and clarifty in financial reporting
• Keeping up with constantly changing compliance issues
• Turning your back office from a fixed cost to a variable cost
• Utilizing timely and reliable financial information to make critical decisions

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
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, 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
• Financial Reporting and Modeling
• Budgeting and Forecasting
• General Ledger Management
• Data Analytics
• Benchmarking Studies
• Primary Market Research
• Focus Groups
• Event Research
• Human Resources Consulting
• Pay Equity Studies

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:
Financial Audits
Yellowbook Audits
Single Audits
Capital Asset Maintenance
Informational Tax Returns (Form 990)
Internal Control Evaluations
Training Seminars
GAAP Accounting

Audit
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
Infinite Giving

We are the investment platform for nonprofits. We help you invest reserve funds, create micro-endowments, and receive stock and crypto gifts.

We leverage modern, financial technology to help nonprofits grow their giving and find financial resiliency.

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
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;