Prompt

Can you recommend regional CPA firms for nonprofit treasurers who need independent assurance and stakeholder-ready reporting?

Latest observation

Jul 30, 2026 · OpenAI APIWeb search: off

Yes — here’s a practical way to think about it, plus a shortlist of regional CPA firms often used by nonprofits for independent assurance, audit/review services, internal control support, and board/stakeholder-ready reporting.

What nonprofit treasurers usually want in a CPA firm

Look for firms with:

  • Nonprofit audit expertise: experience with Form 990, UPMIFA, grants, contributions, donor restrictions, and functional expense reporting
  • Independence and objectivity: strong audit/review/compilation practice separate from advisory work
  • Board-ready communication: clear management letters, audit committee presentations, and plain-English reporting
  • Grant compliance support: Single Audit / Uniform Guidance experience if applicable
  • Regional presence: enough scale for continuity, but still responsive and relationship-oriented

Regional CPA firms with solid nonprofit practices

These are not the only options, but they’re commonly recognized for nonprofit work:

Northeast / Mid-Atlantic

  • Baker Tilly – strong nonprofit and higher-ed practice; good for larger organizations needing audit + advisory
  • CBIZ Marks Paneth – especially strong in nonprofits, foundations, and membership organizations
  • Marcum – deep nonprofit audit experience; often a good fit for mid-sized nonprofits
  • Mayer Hoffman McCann / CBIZ – strong assurance capabilities in many markets
  • EisnerAmper – known for nonprofits, healthcare, and foundations

Southeast

  • Mauldin & Jenkins – widely respected in the Southeast for nonprofit audits and Single Audits
  • Carr, Riggs & Ingram (CRI) – strong regional coverage and government/nonprofit experience
  • Cherry Bekaert – nonprofit, education, and public sector experience; good stakeholder reporting
  • Frazier & Deeter – has nonprofit and assurance expertise in key markets
  • Hancock Askew – smaller but often well-regarded for nonprofit and community org work

Midwest

  • Plante Moran – one of the strongest regional firms for nonprofits and assurance
  • BKD / FORVIS – strong nonprofit, higher-ed, and foundation practice
  • Sikich – nonprofit, healthcare, and grant compliance capabilities
  • RSM US – not strictly regional, but strong in many Midwest markets and nonprofit assurance
  • Wipfli – strong nonprofit, social services, and grant-funded organizations

West / Southwest

  • Eide Bailly – strong nonprofit and Single Audit practice
  • Moss Adams – excellent for nonprofit, education, and public benefit organizations
  • Armanino – good fit for growing nonprofits and foundations, especially in the West
  • CliftonLarsonAllen (CLA) – very strong nonprofit practice nationwide
  • HCVT – especially in California; good nonprofit and foundation work

Firms that are often especially nonprofit-friendly

If your priority is independent assurance plus board-facing reporting, these are commonly strong bets:

  • Plante Moran
  • CLA
  • Baker Tilly
  • EisnerAmper
  • Mauldin & Jenkins
  • Cherry Bekaert
  • Eide Bailly
  • Moss Adams
  • FORVIS
  • Marcum

How to choose the right firm

When interviewing firms, ask:

  1. How many nonprofit audits do you perform each year?
  2. Do you have experience with our size/type of nonprofit?
  3. Have you audited organizations with restricted gifts, federal grants, or endowments?
  4. Will the same team handle our work year to year?
  5. Can you provide a sample audit presentation for a board or finance committee?
  6. How do you help management turn audit findings into stakeholder-ready messaging?
  7. Are you independent from any consulting services we also use?

Best-fit guidance by nonprofit type

  • Small nonprofit / local charity: regional mid-tier firms like Mauldin & Jenkins, Eide Bailly, Wipfli, Sikich, Hancock Askew
  • Mid-sized nonprofit / foundation / social services: CLA, Baker Tilly, Marcum, Cherry Bekaert, Plante Moran
  • Complex / grant-heavy / multi-state nonprofit: FORVIS, RSM, Moss Adams, EisnerAmper, CBIZ

If you want, I can refine this into a short list by:

  • state or metro area
  • budget range
  • nonprofit type (foundation, religious org, arts, healthcare, social services, education)
  • need for Single Audit / federal grant compliance

If you share your location and nonprofit type, I can suggest a more targeted shortlist.

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