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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

We have been working with Holtzman Partners since 2009. Their domain expertise and team continuity has enabled them to really understand our software company and the challenges we face. They have repeatedly helped us analyze potential issues and make better decisions in real time.

- Corey Blahuta, VP of Finance - UnboundID
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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