Overview:

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Since 1965, we have been providing not-for-profit organizations and their affiliates in the North Bay with services in the areas of assurance, tax, accounting, consulting, Federal Award Compliance and more. Our not-for-profit service professionals are well-versed in the complex reporting requirements and unique tax laws that affect the not-for-profit community. Specifically, we provide the following services for organizations in the not-for-profit sector:

  • Assurance and auditing services
  • Compliance audit services, including audits performed in accordance with OMB Circular A-133 requirements
  • Review, compilation, and accounting services
  • Employee benefit plan auditing services
  • Internal controls review services
  • Analysis of compliance procedures to meet grant requirements
  • Management consulting services
  • Board governance advisory services
  • Valuation services
  • Preparation of federal and state exempt organization informational tax returns
  • Representation before tax authorities
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Wells Fargo Center For The Arts, one of our non-profit clients

We are committed to helping not-for-profit organizations meet their compliance and fiduciary obligations as well as plan for the future. We currently work with not-for-profit organizations in a variety of fields including:

  • Community charities
  • Museums
  • Art and entertainment venues
  • Professional and trade associations
  • Membership organizations
  • Voluntary health and welfare organizations
  • Charitable organizations
  • Cultural organizations
  • Fund-raising foundations
  • Private foundations
  • Federally qualified health centers
  • Educational institutions

We believe in the continued pursuit of quality – not only for our firm but for the communities in which it is located. In addition to encouraging our professional staff to participate in a variety of community service activities, we have also brought to their local not-for-profit communities informational conferences such as the annual Board Member Boot Camp and the Not-For-Profit Information Series.

We are a member of the AICPA  Audit Quality Center.

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Santa Rosa

(707) 542-3343

Petaluma

(707) 762-9900

Napa

(707) 224-4097