OUR
PURPOSE
Supporting Your Mission
As a nonprofit, you’re working hard to stay mission-focused while navigating oversight requirements, donor expectations, and financial responsibilities. At Smith Marion, we understand the unique challenges nonprofits face—and we’re here to help you meet them with confidence. We offer targeted support where it matters most. With decades of experience working alongside nonprofits, our team brings insight, reliability, and practical solutions to help you move forward with confidence—so you can stay focused on making a difference.
NPO
SPECIFIC SUPPORT
Independent audits and reviews provide more than just financial assurance—they build trust. At Smith Marion, we conduct thorough, objective examinations of your financial statements to help strengthen transparency and credibility with donors, grantors, and other key stakeholders.
While nonprofit accounting shares many core principles with for-profit accounting, it requires a specialized approach that considers your mission, funding sources, and tax-exempt status. At Smith Marion, we tailor our services to support the unique financial needs and reporting requirements of mission-driven organizations.
Form 990 is a key tool for demonstrating your nonprofit’s transparency and accountability. It provides donors, grantmakers, and other stakeholders with insight into how your organization allocates resources and carries out its mission. At Smith Marion, we ensure your 990 is accurate, timely, and clearly reflects the impact of your work.
At Smith Marion, our consulting services are designed to strengthen your organization from the inside out. We partner with nonprofits to support strategic planning, succession planning, board retreats, and leadership training. Our expertise in process improvement and talent consulting helps you build stronger teams, improve operations, and position your organization for long-term success.
Effective training equips your team to lead with confidence and stay connected to your organization’s mission. At Smith Marion, we offer education and training that strengthens leadership at every level—empowering staff and volunteers to better support your goals and represent your organization with clarity and purpose.
A well-crafted budget is more than just numbers—it’s a roadmap for your mission. At Smith Marion, we work with non-profits to build realistic, flexible budgets that reflect your funding sources, program goals, and strategic priorities. Our team ensures your budget supports informed decision-making and provides the transparency your board, funders, and stakeholders expect.
Non-profit organizations face complex financial decisions that require more than basic bookkeeping—they need strategic insight aligned with their mission. At Smith Marion, our Outsourced CFO services provide high-level financial leadership without the full-time cost. We help mission-driven organizations navigate budgeting, cash flow, grants, and long-term planning with confidence and clarity.
A Trusted Partner to Nonprofits
For decades, we’ve had the privilege of working alongside nonprofits dedicated to serving their communities. We’ve seen the impact of their work firsthand and continue to be inspired by their commitment and passion. At Smith Marion, we value the long-standing relationships we’ve built with mission-driven organizations and are honored to support their efforts. We look forward to continuing that partnership—providing the guidance and expertise they need to achieve their goals and make a lasting difference.