Concerned about your next audit?

Let us take the complexity out of the process.

Our nonprofit audit professionals help organizations strengthen financial transparency, maintain donor confidence, satisfy grant requirements, and support strong governance through reliable audit and assurance services.

  • Ensure regulatory compliance
  • Gain peace of mind with accurate audit reporting
  • Focus on serving your community, while we handle the audit
Audit Services in Redlands, California

We help you to avoid..

  • Weak internal controls
  • Grant compliance concerns
  • Board governance risks
  • Financial reporting inaccuracies
  • Donor confidence issues
  • Late financial reporting
  • Form 990 reporting challenges
  • Stress during the audit process

Three Simple Steps

  1. Complete an Interest Form
  2. We Connect
  3. Receive a Timely, Low-Stress Audit

Partner with our audit professionals to ensure your Non-Profit meets compliance standards without stress.

Here’s How to Get Started

  1. Fill Out the Interest Form
    Tell us about your organization, your reporting requirements, and any audit or compliance challenges you’re looking to address.
  2. Connect
    A specialist will reach out to learn more about your situation and discuss how we can support your audit and reporting needs.
  3. Strengthen Your Financial Reporting and Compliance
    Take the first step by completing the interest form. Our audit team provides guidance on financial reporting, internal controls, and compliance so you can move forward with clarity and confidence.
Experienced business consultant in Lake Arrowhead, CA providing strategic planning and growth solutions.

What Makes Smith Marion’s Audit Services Different?

Nonprofit organizations operate in an environment where transparency and accountability are essential. Board members, donors, grantors, and community stakeholders all rely on accurate financial information to evaluate an organization’s effectiveness and stewardship of resources.

Smith Marion provides nonprofit audit services designed to help organizations strengthen financial reporting, maintain compliance with grant requirements, and build trust with funders. Our team understands the challenges nonprofits face, including restricted funds, grant compliance, governance responsibilities, and evolving accounting standards.

Whether your organization requires a financial statement audit, Single Audit, review, or other assurance services, our team provides practical recommendations that strengthen internal controls, improve financial reporting, and support long-term organizational sustainability. We focus on helping nonprofit leaders and boards make informed decisions while maintaining compliance and protecting the mission they serve.

We’re here to help you:

  • Ensure full compliance with non-profit regulations
  • Identify risks and improve internal controls
  • Deliver transparent, accurate financial reporting

Ready to simplify your audit process?

Start by scheduling a call and accessing our Audit Preparation Guide to see how we can assist you. Together, we’ll ensure your organization is audit-ready, compliant, and positioned for financial success.

NPO Audit FAQs

Selecting the right auditor is a critical decision for any nonprofit organization. Organizations should evaluate nonprofit audit experience, knowledge of nonprofit accounting standards, understanding of grant compliance, service approach, communication style, fee structure, and ability to meet deadlines. Nonprofits should request proposals, interview firms, and confirm the firm is a licensed CPA firm with current peer review reports available for review.

A nonprofit organization may consider switching auditors to obtain a fresh perspective, address service quality or timeliness concerns, improve communication, or obtain specialized nonprofit or grant compliance expertise. Regular evaluation of your nonprofit audit relationship ensures it continues to meet organizational needs.

A nonprofit audit may be required by state law, grant agreements, loan covenants, donor requirements, or regulatory agencies. Many nonprofits also voluntarily obtain audits to demonstrate transparency, financial stewardship, and accountability. If no external requirement exists, a nonprofit financial review may be sufficient.

A audit provides reasonable assurance and includes testing, confirmations, walkthroughs, and evaluation of internal controls. A review provides limited assurance and consists primarily of inquiry and analytical procedures.

The nonprofit audit process typically includes a planning phase and a fieldwork phase. The full process generally takes several weeks, depending on the nonprofit’s financial complexity, preparedness, and internal controls.

Nonprofit audit documentation typically includes bank reconciliations, general ledger detail, grant agreements, payroll records, board minutes, investment statements, invoices, receipts, financial policies, and internal control documentation.

Yes, auditors are required to communicate significant deficiencies, material weaknesses, material misstatements, and areas needing improvement to nonprofit management and governance.

No, auditors use sampling and risk-based procedures to focus on areas with the highest risk of error, fraud, or noncompliance.

Yes, auditors may prepare nonprofit financial statements as a non-attest service. Nonprofit management must review, understand, and accept responsibility for the financial statements.

Nonprofit management is responsible for maintaining accurate financial records, implementing internal controls, providing documentation, overseeing financial reporting, and signing the management representation letter.

The nonprofit board or finance committee oversees the audit process, communicates with the auditors, reviews findings, and approves the final nonprofit financial statements.

Nonprofit audit fees depend on organizational size, complexity, internal controls, reporting requirements, and compliance obligations.

Auditors are required to report suspected or confirmed fraud to nonprofit management and governance. Additional investigation and corrective action may be required.

A Single Audit is required when a nonprofit expends $750,000 in federal funds for fiscal years prior to September 30, 2025, and $1,000,000 for fiscal years ending on or after September 30, 2025. A Single Audit includes additional compliance testing under Uniform Guidance.

Audited nonprofit financial statements form the foundation for Form 990 preparation and impact multiple disclosures and governance reporting sections.

Nonprofit organizations may provide additional documentation or explanation when they disagree with an audit finding. Federal programs may require a formal corrective action plan.

Issuance depends on timely fieldwork completion, resolution of questions, and nonprofit management review and approval.

Yes, a nonprofit audit identifies opportunities to strengthen internal controls, financial processes, and risk management practices.

Auditors are required to reassess risk annually, even when nonprofit operations appear unchanged.

The management letter provides recommendations for improving internal controls, governance practices, and operational processes within the nonprofit organization.

Nonprofits should maintain timely reconciliations, organize documentation, update financial policies, address prior recommendations, and strengthen internal controls throughout the year.

Yes, auditors may provide technical guidance, accounting education, compliance support, and best-practice recommendations throughout the year while maintaining independence requirements.

Nonprofit auditors may provide education, technical guidance, best-practice recommendations, and compliance insight. They may explain standards, discuss accounting options, review draft schedules, and advise on internal controls.

Auditors cannot make management decisions, approve journal entries, prepare source documents, operate financial systems, or assume responsibility for internal controls.

Yes, auditors can explain requirements and review conclusions, but nonprofit management must make decisions, select assumptions, design processes, and execute implementation.

Auditors may propose adjustments and explain proper accounting treatment, but nonprofit management is responsible for preparing and recording entries.

Yes, auditors must communicate all non-attest services and the safeguards applied to maintain independence to those charged with governance.

Routine questions are typically part of ongoing service. Larger advisory projects may require additional fees, which are communicated in advance.

No, independence is maintained when auditors avoid management decisions, ensure nonprofit management retains responsibility, and apply appropriate safeguards.

Nonprofits should contact their engagement partner or manager. Complex matters may require scheduled meetings and supporting documentation.

Yes, early communication helps ensure proper nonprofit accounting treatment and reduces year-end corrections and compliance risks.

Significant accounting decisions and judgments should be communicated to nonprofit governance. Routine clarifications generally do not require board involvement.

Contact Us

Let’s connect to discuss how we can support your business goals and help you navigate your financial journey with confidence.