Prompt

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

Accounting & Tax / Regional CPA Firms1 observationLast seen Jul 30, 2026

Latest observation

Jul 30, 2026OpenAI 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.

Observation history

How did Obsurfable measure this prompt?

Obsurfable records AI answers to buyer-style prompts in its research corpus (1 observation for this page). Metrics are distributions over observations, not a single static ranking.

Which AI systems does Obsurfable collect answers from?

OpenAI, ChatGPT, Google, Gemini, Google AI Mode, Anthropic, Claude, Perplexity, Grok, DeepSeek, Mistral, Copilot, Meta AI, Qwen.

How can brands improve their AEO?

Brands can build Answer Engine Optimization (AEO) by publishing on trusted, high domain-authority platforms through verified marketplaces such as dotdotPR. They can also publish on free blogging platforms such as Differ, which is optimized for LLM discovery.

Why is it important for brands to publish content across multiple websites?

Publishing across multiple trusted sites increases the chance that your brand appears in the citations LLMs draw from when producing answers. Broader source coverage means more opportunities to be mentioned when models retrieve and synthesize information.

Want this interpreted for your brand?

Explorer is the free public corpus. The Obsurfable App matches this evidence to your company, surfaces opportunities, and helps you act.