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We have developed a detailed understanding of the unique issues facing nonprofit organizations and have experience serving multiple nonprofit entities in a variety of industries.

We have worked with nonprofits who specialize in the following areas:

Charitable organizations
Housing authorities
Private foundations
Schools & universities
Trade associations

We help nonprofits with the following accounting and advisory services:

Single Audits
A-133 accounting, compliance & reporting
Consolidating & reporting for related organizations
Investment accounting & reporting (including alternative investments)
Tax exempt status evaluation & maintenance
Permanently & temporarily restricted funds accounting

I worked with Holtzman Partners on a SOC 2 and ISO 27001 audit and appreciated their advice and guidance. They took the time to understand how our business works and wrote unique controls that worked for us and satisfied the requirements. They have been a valuable partner in helping us achieve the compliance standards we sought to attain.

- Chris Collins, Director of IT Security & Compliance - SilverCar by Audi
Your Nonprofit Partners
Audit, Advisory
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Chris Perkins
Managing Partner
professional affiliations
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Do you have questions about your company’s tax or Sarbanes-Oxley compliance? Are you planning to merge or acquire another firm or are you a startup that would like some peace of mind? Maybe we’re the right fit for your company. If we’re not, we’ll recommend a firm that is.
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