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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

We are a long-term customer of Holtzman Partners. Their thorough auditors have years of experience in SOC 1 and SOC 2, FFIEC and IT risk assessments. We’ve been able to count on them for multiple on-time audits. Their personnel are professional and friendly, and since the same personnel are assigned each time, they are familiar with our business and the security control implementations. That keeps the audit process crisp and efficient.

- Jeff Jilg, CISO Consultant
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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