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Nonprofit
Nonprofit

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
Healthcare
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 have worked with Holtzman Partners for many years where they have provided audit and consulting services. I cannot say enough about the team at Holtzman. Their staff are consistent, professional and demonstrate strong technical skills. They are extremely responsive and easy to work with.

- Michael S. Lafair, CFO - CS Disco
Your Nonprofit Partners
Audit, Advisory
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Chris Perkins
Managing Partner
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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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