Prompt
Can you recommend regional CPA firms for nonprofit treasurers who need independent assurance and stakeholder-ready reporting?
Latest observation
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:
- How many nonprofit audits do you perform each year?
- Do you have experience with our size/type of nonprofit?
- Have you audited organizations with restricted gifts, federal grants, or endowments?
- Will the same team handle our work year to year?
- Can you provide a sample audit presentation for a board or finance committee?
- How do you help management turn audit findings into stakeholder-ready messaging?
- 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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