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Nonprofit Advisory Services

Improve the efficiency, accuracy, and timeliness of financial reporting and results to help drive your mission forward.
Politicians talking in government building
60+

Professionals dedicated to serving nonprofits

84

Net Promoter Score®, significantly higher than the industry average

Position your nonprofit for success

As a leader at a nonprofit organization, you’re faced with constant and diverse challenges, from making mission-critical decisions to handling turnover in finance. FORVIS offers innovative, collaborative strategies to help you achieve your objectives.

We help with financial reporting, project management, and accounting needs—but we’re more than accountants. Our team tailors our approach to your specific challenges, big or small. We build trust with our clients through a genuine commitment to putting your priorities first.

FORVIS combines a localized, customized approach with the resources of a national top 10 firm.

  • Our professionals are focused on nonprofits, leveraging their extensive leadership experience in your world.
  • With locations throughout the United States, we understand the nuances of your regional culture.
  • We work with your existing technologies and offer ideas for improvement.
  • When you need assistance beyond our advisory group, we can connect you with the right team at FORVIS.

We roll up our sleeves, display an all-in attitude, and work alongside you throughout the journey—prioritizing close collaboration, seamless project management, and smooth implementation. It’s all part of delivering an Unmatched Client Experience®.

Our Services

Learn about our most common services. We also offer additional support, providing tailored approaches to meet your needs.

Financial Operational Assessment

Looking to build confidence in your operational structure or vendor accuracy? We can assess whether various areas of your organization’s accounting department conform to applicable regulations and best practices and help you implement changes. These areas include:

  • Financial Procedures & Related Documentation
  • Segregation of Duties
  • Allocation Methodologies
  • Accounting Close Calendar/Checklist

CFO Advisory Services

As a financial leader, you may find there’s rarely enough time to accomplish everything. Our professionals can assist by providing project management related to crucial tasks, including:

  • Internal & External Reporting, Including Dashboards & Metrics
  • Audit Preparation, Including Single Audit
  • Budget Development, Process, & Execution
  • Succession Planning
  • Cash Flow Modeling

Grants Management & Compliance

Questioning grant risks or wondering if you have the structure in place to support anticipated awards? FORVIS can help ease your mind.

We provide consulting services that look at areas a regulator or funder might scrutinize.

We don’t just report on noncompliance; we identify potential opportunities, more efficient ways to comply, and best practices to help you reduce the risk of sanctions or reduced funding.

Services include:

  • Grants Management & Compliance
  • Evaluation of Policies & Procedures
  • Development & Implementation of Financial Planning, Tracking, & Reporting Systems That Support Grant Budgeting & Reporting Processes

Accounting Standards Implementation

Complying with new standards is crucial. But when your staff is balancing many tasks, it can be hard to spare the time and resources to accurately incorporate new industry guidance.

Whether you’re just starting or need help reaching the finish line, we can help your organization plan, prepare, and implement new accounting standards.

Services include assistance with:

  • New Accounting Standards Implementation, Including New Disclosures for External Auditor Evaluation
  • Tax Preparation, Planning, & Consulting

Policies, Procedures, & Internal Controls Consulting

Setting effective policies and procedures in place can help you manage risks and streamline processes.

We can help you implement your organization’s policies and procedures and keep documentation up to date. We can also assess how well your teams comply with existing internal policies.

Services include assistance with:

  • Policies & Procedures Evaluation
  • Monthly Close Controls & Process
  • Development of Organizational & Departmental Policies & Procedures

Organizational & Board Leadership Consulting

Those in leadership face unique challenges. With so many competing demands for time, some issues may go unnoticed until complications arise. We identify best practices to help you address the needs of your organization while remaining focused on priorities.

We provide assessments and recommendations across a broad range of services, including:

  • Strategic Planning & Resource Alignment
  • New & Incremental Revenue Streams
  • Board & Leadership Development, Orientation, & Training
  • Stakeholder Relations & Communication
  • Market & Industry Comparisons
“I have always been impressed by the firm—what it stands for and how the FORVIS team gives back to the community.”
– Travis Miller, Greater Springfield Home Builders Association

Sharing Our Experience With the Nonprofit Industry

Our team regularly speaks at industry events and contributes to organizations to help educate and expand knowledge. These include:

  • AICPA/CIMA Not-for-Profit Industry Conference
  • Center for Nonprofit Management
  • TXCPA Nonprofit Organizations Conference
  • TXCPA Local Chapter Events & Education
  • NYSSCPA Nonprofit Conference
  • LumiQ CPE Podcast
  • Philanthropy Southwest
  • Indiana Philanthropy Alliance
  • Colorado Nonprofit Association
  • Utah Nonprofit Association
  • New York Nonprofit Media: NYN Media
  • Texas Bar Association Nonprofit Governance Conference
  • University of Texas Law School CLE Conference
  • NACUBO & Regional Affiliates
  • Independent Colleges & Universities of Texas
“They are only a phone call away from helping us solve problems, no matter how big or small. They are easy to talk to and patient when working toward a solution.”
– Will Cleaver, Operation BBQ Relief

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Neely Duncan Partner
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