You’re a catalyst. Influencing change to solve a problem. Taking action. Raising funds. But you face your own set of challenges as a nonprofit. Donors. Software. Technology. Marketing. Compliance standards. You’re trying to understand and predict how these impact the execution of your organization’s mission. You’ve worked hard to develop lasting partnerships to help you carry on. So partner with us.

We understand your drive. Your need for stability. Security. Sustainability. And we can help. We’ll recommend operational and financial strategies. Help you adjust to the changing landscape. Set up a business model that works for you. Share resources that support. Inspire. Define your future success. Because you’re here to serve a need in our community. And we’re here to make sure you will.


  • Net Asset Classification
  • Capital Campaign Consultation
  • Board Consultation & Education
  • Compliance Reporting
  • Policy Reviews
  • UBIT Identification
  • Sales & Use Tax – Reviews & Analysis
  • Property Tax Exemption Services

News & InsightsFor Your Industry

Sage IntacctFor Nonprofits

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2021 Nonprofit Technology Trends Report

More than 500 nonprofit finance leaders participated in Sage Intacct’s annual research survey, sharing their perspectives on the industry, the challenges they face, and technology engagement. Download the report to learn how nonprofits have innovated and prevailed despite Covid-19.

Close up of a laptop screen with charts and data in Sage Intacct software

Sage Intacct Beats The Software Competition

Are you considering NetSuite? QuickBooks? Microsoft Dynamics 365 or GP? The latest G2 Grid Report for Nonprofit Accounting Software reveals why Sage Intacct is the better choice. This is the report you need to read when comparing accounting systems.

Multi-ethnic group of people, diverse volunteers packing donation boxes in charity food bank.

How to Elevate Your Nonprofit Story with Performance Data

As a nonprofit, it’s critical to understand the dynamic environment we’re experiencing and how to navigate it to ensure sustainability for your organization’s mission. Join this discussion to learn how adapting can help sustain and grow your nonprofit’s funding for greater impact.

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Findings From The 2021 Close The Books Survey

Are you ready to improve your close? Download this report to benchmark your nonprofit’s systems and processes against those of leading-edge organizations. Plus, this report includes tips on how you can accelerate your close, gain efficiency, and save time.