Not-for-Profit Accounting, Advisory & Audit Services

Financial Guidance That Supports Your Mission

CPA-led guidance for compliance, reporting, and financial governance including accounting, audit, and Form 990 support for nonprofit organizations.
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Built for Mission-Driven Organizations

Not-for-profit organizations are united by purpose — but diverse in structure, funding, and operations. At Duffy Kruspodin, our nonprofit CPA team we help mission-driven leaders build sustainable financial strategies that support long-term impact, satisfy complex compliance demands, and strengthen stakeholder confidence.

From charitable foundations to private schools, membership associations, and cultural institutions, we provide accounting, audit, and advisory services designed to meet regulatory requirements while supporting long-term mission sustainability.

Whether you’re managing a major endowment, preparing for a grant audit, or responding to shifting donor trends — we help you stay financially ready for what’s next.

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Key Services for Not-for-Profit Organizations Include

Our team supports nonprofits with:

Audit & Assurance

  • Nonprofit financial statement audits, reviews, and compliance reporting
  • Internal control reviews, assessments and audit preparation

Tax Compliance & Advisory

  • Form 990 preparation and review
  • Nonprofit tax compliance support
  • Advisory on IRS and state-level compliance, including 501(c)(3) maintenance

Financial Management & Accounting Support

  • Outsourced nonprofit accounting services and monthly close support
  • Budgeting, forecasting, and cost allocation strategies
  • Board-ready financial reporting and financial dashboards
  • Support for in-house teams or full outsourced accounting solutions

Donor & Grant Accountability

  • Grant compliance reporting
  • Restricted fund tracking

Specialized Advisory

  • Endowment accounting and nonprofit investment tracking
  • Support for planned giving, non-cash donations, and diversified revenue models

Need Financial Support That Aligns With Your Mission?

Let’s talk about audit readiness, reporting, and long-term sustainability.
Let’s Talk About Your Organization

Serving a Broad Not-for-Profit Landscape

We support mission-driven organizations across a wide spectrum, including:

  • Charitable and philanthropic foundations
  • Educational institutions and private schools
  • Civic, social, and membership organizations
  • Arts, culture, and community engagement groups
  • Religious and faith-based entities
  • Advocacy, environmental, and human rights nonprofits
  • Healthcare and human services organizations


We understand that each type of organization operates with unique funding models, governance structures, and compliance risks — and we tailor our services accordingly.

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Guided by Experienced Leadership

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DAISY HOM, CPA

Partner

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Daisy leads assurance services at Duffy Kruspodin with deep experience across public accounting and private industry. She specializes in audits, internal controls, and financial consulting for privately held companies and nonprofit organizations — including biotech, research, construction, and social impact sectors. Daisy also chairs the firm’s Audit Committee.
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MIRIAM KAPLAN, MBA, CPA

Partner, CAS Practice Leader

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Behind every successful accounting relationship is a leader who knows what it takes to support growing businesses. Miriam Kaplan, MBA, CPA leads our outsourced accounting and advisory services, helping clients bring structure, visibility, and confidence to their financial operations.
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Let’s Talk About What You Need

You focus on your mission – we’ll help you protect it with strong financial practices.
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Industry Resources

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