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Financial Services
Organization Description Keywords
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
Chazin & Company

Empowering Nonprofits to Make Impactful Decisions.

Experience Mission-Driven Accounting with Chazin & Company. Accounting is our business but nonprofits are our passion. This passion, coupled with years of practical experience, has made Chazin & Company the premier provider of virtual outsourced accounting and finance solutions for the nonprofit sector.

By combining our highly qualified professionals with state-of-the-art technology, Chazin & Company is able to consistently deliver superior service to our clients.

What are the benefits of outsourcing your accounting to Chazin & Company?
• Timely, accurate and reliable financial reports
• Clean, worry-free audits
• Expert accounting professionals at all levels
• Substantial savings in personnel costs
• Access to cutting edge technology

Why choose Chazin & Company?
• Our understanding, passion and commitment to the nonprofit sector
• Our extensive experience with nonprofit accounting and reporting
• Our in-depth knowledge of GAAP and audit requirements
• Our expertise surrounding best practice, internal controls and governance

Outsourced accounting has proven to be both efficient and cost effective, which enables our clients to dedicate more of their time and resources to their mission. Whether you need full accounting support or periodic reviews and/or oversight of your internal accounting staff, we are your solution.

Please contact us at info@chazinandcompany for a free consultation.

Nonprofit Financials, Accounting and Bookkeeping, Audit preparation
Bryant & Brannock

Bryant & Brannock is an independent Registered Investment Advisory firm located in Durham, NC. We offer investment advice, portfolio and endowment management, fee-based financial planning, and retirement plan support services.

We take great pride in the personal relationships that we develop with our clients and take our fiduciary commitment very seriously. We place our client’s needs ahead of our own, making your priorities and goals our own.

We work closely with non-profit, small business and corporate clients regarding their needs by assisting and advising decision-makers to assess, shape, and maintain the portfolio, 401(k) or 403(b) plan that meets their needs. From design to implementation to maintenance and employee education, we bring the same level of individualized attention to our clients, large or small.

We can help you with:

• Portfolio construction
• Retirement plan design and implementation
• Understanding your fiduciary responsibilities
• Building your fiduciary files
• Developing your Investment Policy Statement
• Monitoring your investment platform
• Reviewing your fees and plan or portfolio services
• Employee education and enrollment; and
• Keeping you on track with regular Plan Reviews.

Let’s get started with a no-cost evaluation. Call us at 919-493-4614 for details.

Financial advisor, Endowment Management, Retirement Plan Specialist
Beacon Pointe Advisors

Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to institutions. Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach. Clients are served by a team of local investment professionals who employ their industry experience, community involvement and expertise to enhance the overall service experience.

Investment management, Financial advisor, Financial Consultant
AKG Business Solutions

AKG Business Solutions is a company that provides a tailored approach to non-profit organizations’ financial needs. AKG serves as an extension of your staff, providing you with a team of expert consultants eager to meet the unique needs of your organization.

AKG is dedicated to helping non-profit organizations achieve their missions through a comprehensive suite of services, such as:

- Accounting
- Financial Planning and Analysis
- Budgeting and Forecasting
- Grants Tracking and Reporting
- Tax Support
- CFO Services

Accounting and Bookkeeping, fractional CFO, Financial reporting
Fundraising/Philanthropy
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.

We will clearly explain your programs so the funding partner understands 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
HIGOL

Teri and her experienced team at HIGOL help nonprofit leaders increase revenue and community impact by an average of 50% within twelve months of working together. The team has over 200 combined years of experience in the nonprofit and entrepreneurial sectors. We support leaders every step of the way as they unleash their organization’s true potential.

Our work includes strategic planning, strategic plan execution, change management, and organizational alignment to a shared vision. Executive coaching and fundraising strategy development are often part of this process. Please reach out to us for a complimentary 60 minute capabilities briefing to learn more about our work at info@higol.co.

Strategic Planning, Leadership and Board Development, fundraising
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
Gail Perry Group

Headquartered in Chapel Hill, Gail Perry Group 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
Arthur Alley

Arthur Alley consultants have been on the forefront of the not-for-profit sector for decades.

Search Solutions: Your budget is unique. You can expect Arthur Alley to have a solution for your search needs regardless of the level of position you seek to fill. Our years of experience have garnered relationships with 100’s of organizations -all primed as a wealth of networking opportunities.

Mission Development Consulting Services: Your organization is unique. You can expect Arthur Alley to develop a custom approach that embraces that uniqueness. Organizational Assessments, Community Needs Assessments, Strategic Planning, Board Development and Executive Coaching help you remain relevant and set a strong infrastructure for future fundraising.

Fundraising Consulting Services: From starting a fundraising program and creating a development plan, to grantwriting and annual & major gift strategies, all the way to 8-figure Capital Campaigns, our consultants work as an extension of your team to create and implement fundraising strategies to meet and exceed your organization’s goals.

At Arthur Alley we are convinced that when mission and philanthropy spark, anything is possible!

fundraising, Executive Search, Capital Campaigns