Audits and reviews for charitable organizations — prepared for boards, funders, and the states that require them.
Public charities, foundations, and grant-funded organizations facing a funder, state, or bylaw audit requirement.
01
Audits & reviews
Full audits and financial statement reviews under GAAS, issued in the format boards and grantmakers expect.
02
Single audits
Uniform Guidance audits for organizations spending federal award thresholds, including the SEFA.
03
Contribution accounting
Restricted, unrestricted, and conditional contributions classified correctly under ASC 958.
04
Grant compliance
Award terms tested and documented, so a funder review does not become a finding.
05
Board reporting
Statements and communications written to be understood by a volunteer board, not just an accountant.
06
State requirements
Audit and review thresholds by state, tracked alongside your charitable registration.
It depends on your revenue, your state, and what funders require. Many organizations need only a review — we will tell you honestly which applies.
Spending above the federal award threshold in a fiscal year, which is different from receiving that amount. We help you track it.
That is part of our job. We present the results in plain terms and answer questions directly to the board.
This is one of our specialty audit practices. We also perform audits, reviews, compilations, and financial statement preparation for businesses of every kind.
We’ll help you choose the right assurance for where your business is headed.
