35+ YEARS OF EXPERIENCE
PARTNERING WITH NONPROFIT ORGANIZATIONS
DEDICATED NPO AUDIT TEAM
WITH TEAM MEMBERS THAT FOCUS ON NONPROFITS
PARTNERING NONPROFITS OF ALL SIZES
FROM A ONE-PERSON-STAFF TO AN NPO STAFF OF 100
CUSTOMIZABLE SERVICES
BASED ON YOUR ORGANIZATION’S CURRENT & FUTURE NEEDS
MEMBERS OF CAL NONPROFITS
PROUD MEMBERS OF CAL NONPROFITS
Nonprofit leaders must know how to attract donors, ensure grant compliance, allocate funds, fulfill their vision, and manage volunteers and staff. Partnering with a team that provides professional guidance like Smith Marion & Co. eases your load of responsibility because you'll be working with professionals who understand your organization's goals, constraints, and vision. We're passionate about learning and educating, and we're eager to help your organization maintain long-term credibility by getting your questions answered.
Browse Our Services for Nonprofits
AUDIT & REVIEW (YEAR-ROUND AUDITORS)
Nonprofit organizations benefit from professional auditors who are available year-round. Our approach is for NPOs to utilize the audit as an educational opportunity, focusing on areas to improve and grow the organization.
ACCOUNTING
Nonprofit bookkeeping and accounting services address your financial needs such as statements, audits, accounts, and more in an orderly manner.
EDUCATION
Our customized training is designed to alleviate stress by educating everyone on their roles and responsibilities. Training includes board members, staff, accounting software, and more.
TAX PLANNING
Donors and granters are constantly trying to decide if they want to give an organization a grant. Ensure your tax information is accurate for credibility and gaining the trust of donors and granters.
PLANNING & CONSULTING
Our consulting solutions consist of peer groups, workshops, one-on-one consulting, and tailored strategies for your non-profit organization. As we help you remain up-to-date with industry standards, identify critical positions, develop succession plans, and create specific organizational strategies for short and long-term success.
For a peer group designed for NPO Executive Directors, COOs, and CFOs visit www.smconnection.cpa. Our peer group provides a time of learning, growth, and innovation through the process of identifying, discussing, and resolving problems NPOs are facing today.
35+ years of experience
We take pride in specializing in an industry that makes such a significant difference in communities nationwide. With over 35 years of experience offering services to nonprofit organizations, our team of CPAs, EAs, and other professionals have collectively served hundreds of NPOs. Principals in our firm:
Are nationally recognized in the industry
Hold specialized certifications
Have lectured at national symposiums and at the university level
In order to consistently deliver superior service, our accounting solutions for affordable housing are designed and customized to meet and exceed the needs and expectations of PHAs. We also strive to develop long-lasting relationships, ensuring that our agencies continue to make a positive impact in their communities.
If you have questions or are a nonprofit organization in need of accounting services, please give us a call and speak with a team member — let’s talk about how we may make a difference for you so you can have a bigger impact in your community.
FREE CONSULTATION
Get in-touch with the Smith Marion & Co. team today to schedule your free consultation.