Accounting, Tax & Advisory Services for Nonprofit Organizations

From 501(c)(3) charities and foundations to associations and social service organizations, we deliver mission-aligned accounting, Form 990 preparation, grant compliance, and financial advisory services — across all 50 states.

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Focused Support Across Every Type of Nonprofit

Whether you’re a public charity, private foundation, or membership association, our team understands the financial reporting, compliance, and governance requirements unique to your organization.

Charities & Social Organizations

Fund accounting, Form 990 preparation, donor reporting, and grant compliance for 501(c)(3) public charities, relief organizations, and community-based social service providers.

Foundations & Endowments

Financial statement preparation, Form 990-PF filing, investment reporting, and excise tax advisory for private foundations, family foundations, and endowment-holding organizations.

Associations & Organizations

Dues revenue accounting, unrelated business income (UBI) analysis, tax-exempt compliance, and financial reporting for trade associations, professional societies, and membership-based organizations.

PRODUCTS

Our Services

Comprehensive accounting, tax, and advisory solutions designed specifically for the financial and regulatory realities of tax-exempt organizations.

Financial Reporting & Fund Accounting

CPA-led financial reporting built around nonprofit accounting standards. We manage fund-based bookkeeping, restricted and unrestricted revenue tracking, functional expense allocation, and GAAP-compliant financial statement preparation — giving your board, donors, and funders a clear and transparent view of your organization's financial health.

Form 990 Preparation & Tax Compliance

Form 990 is the most public-facing document your organization files — and one of the most complex in the tax code. We prepare Forms 990, 990-EZ, 990-PF, and 990-T with precision, ensuring accuracy, full disclosure, and strategic presentation of your organization's programs, governance, and financial activity.

Audit, Review & Assurance Services

Many nonprofits are required to undergo annual financial statement audits — whether by state law, grant requirements, or board governance policy. We provide independent audits, reviews, and compilations in accordance with GAAS and Government Auditing Standards (Yellow Book), helping your organization demonstrate accountability and maintain funder confidence.

Grant Compliance & Uniform Guidance Support

Federal and state grants come with strict reporting, documentation, and compliance requirements. We help your organization manage grant accounting, prepare for Single Audits under 2 CFR Part 200, calculate indirect cost rates, and maintain the financial controls that funders expect — protecting your funding and your reputation.

Tax-Exempt Formation & 501(c) Applications

Establishing a nonprofit requires careful structuring — from incorporation and bylaws to Form 1023 or 1023-EZ preparation and state exemption applications. We guide you through every step of the formation process, ensuring your organization is built on a solid legal and tax-exempt foundation from day one.

HR, Payroll & Workforce Compliance

Nonprofit teams often include a mix of full-time staff, part-time employees, contractors, and volunteers — each with different compliance requirements. We handle payroll processing, W-2 and 1099 preparation, benefits administration, workers' compensation guidance, and employment law compliance to help you manage your team with confidence.

We're in Business to Help You Thrive

Running a nonprofit means pursuing your mission while navigating complex financial reporting requirements, strict grant compliance obligations, and constant public scrutiny of how funds are used. You need more than an accountant — you need a financial partner who understands the unique pressures nonprofit leaders face. At Manay CPA, we partner with tax-exempt organizations to turn financial complexity into clarity — so you can focus on the work that matters most.

Landscape – Services –

Our team brings over 25 years of hands-on experience working with nonprofit organizations across all 50 states.

Our team brings over 25 years of hands-on experience working with nonprofit organizations across all 50 states. We understand the operational pressures you face — from managing restricted funds and meeting grant reporting deadlines to preparing for audits and maintaining your tax-exempt status. Every recommendation we make is grounded in real-world experience with nonprofits, not generic advice adapted from the for-profit world.

Whether you’re launching a new charitable organization, scaling an established foundation, managing multi-funder grant portfolios, or preparing for a leadership transition, we build a financial roadmap tailored to your mission. From fund accounting and Form 990 preparation to audit readiness and board reporting, Manay CPA delivers a holistic approach that supports your organization at every stage of its growth and impact.

GET FREE CONSULTATION

Get Free Consultation​

Share a few details about your nonprofit organization and your financial needs. One of our nonprofit-focused advisors will reach out within 24 hours to discuss how we can support your goals — no obligation, no pressure.

Why Choose Us?

Nonprofit leaders and boards across the country trust Manay CPA to handle their organization’s finances with the same level of care and commitment they bring to their mission every day.

25+ Years of Experience

Over two decades of CPA practice across all 50 states — with deep knowledge of nonprofit accounting standards, Form 990 preparation, grant compliance, and the regulatory requirements unique to tax-exempt organizations.

Proactive Guidance

We don't wait for audit season to engage. Our team provides year-round financial oversight, grant reporting support, board-ready financials, and real-time advisory to keep your organization financially healthy and mission-focused.

End-to-End Support

From 501(c)(3) formation and fund accounting to payroll, audit readiness, and strategic advisory — we serve as your single-source financial partner, so nothing falls through the cracks as your organization grows its impact.

Our Solutions for Nonprofit Organizations
Fund Accounting & Nonprofit Bookkeeping

Nonprofit accounting operates under a fundamentally different framework than for-profit bookkeeping. We implement and maintain fund-based accounting systems that track restricted and unrestricted revenues, manage donor-imposed conditions, allocate functional expenses across program, management, and fundraising categories, and produce GAAP-compliant financial statements. Every transaction is classified correctly — giving your board, auditors, and funders full transparency into how resources are used.

Form 990 Preparation & Annual Filing

Form 990 serves as your organization’s public financial report — reviewed by donors, grantmakers, watchdog organizations, and the IRS. We prepare Forms 990, 990-EZ, 990-PF, and 990-T with meticulous attention to accuracy, disclosure requirements, and strategic presentation. Our team ensures your filing reflects the strength of your programs, the integrity of your governance, and the efficiency of your operations.

Tax-Exempt Formation & 501(c) Application

Establishing a tax-exempt organization requires careful legal and financial structuring from the start. We guide you through state incorporation, bylaws drafting, conflict-of-interest policies, Form 1023 or 1023-EZ preparation, and state-level exemption applications. Our goal is to help you achieve and maintain tax-exempt status with a foundation that supports long-term compliance and organizational growth.

Audit, Review & Compilation Services

Many nonprofits require independent financial statement audits — whether triggered by state attorney general requirements, grant thresholds, or board governance policies. We perform audits, reviews, and compilations in accordance with Generally Accepted Auditing Standards (GAAS) and Government Auditing Standards (Yellow Book), providing the independent assurance your stakeholders need to maintain confidence in your organization.

Grant Compliance & Uniform Guidance (Single Audit)

Federal grants carry strict requirements under 2 CFR Part 200. We help your organization maintain grant-ready financial records, manage cost allocation and indirect rate calculations, prepare for Single Audits, and respond to audit findings. Whether you receive funding from one federal agency or multiple sources, we ensure your compliance infrastructure protects your grants and your reputation.

Unrelated Business Income (UBI) Tax Analysis

Even tax-exempt organizations can owe federal income tax on activities that are not substantially related to their exempt purpose. We analyze your revenue streams — advertising income, rental activity, merchandise sales, sponsorship arrangements, and more — to determine UBI exposure, prepare Form 990-T, and advise on structuring activities to minimize tax liability while preserving your exempt status.

Internal Controls & Financial Policy Development

Strong internal controls are essential for protecting your organization against fraud, mismanagement, and audit findings. We assess your current financial processes, identify vulnerabilities, and help you design and implement internal control systems, financial policies, and segregation-of-duties frameworks that meet best practices and funder expectations.

Payroll, HR & Workforce Compliance

Nonprofit workforces often include a unique mix of full-time staff, part-time employees, independent contractors, and volunteers. We handle payroll processing, W-2 and 1099 preparation, benefits administration, workers’ compensation tracking, and employment law compliance across every state where your organization operates — so you can manage your team with confidence and stay focused on your mission.

Board Reporting & Financial Dashboard Advisory

Your board of directors needs clear, timely, and actionable financial information to fulfill its governance responsibilities. We prepare board-ready financial reports, budget-versus-actual analyses, cash flow summaries, and program-level financial dashboards — helping your leadership team make informed decisions and demonstrate fiscal responsibility to stakeholders.

Outsourced Controller & CFO Advisory

Many nonprofits lack the budget for a full-time controller or CFO — but still need the financial leadership those roles provide. We offer outsourced controller and fractional CFO services tailored to the nonprofit environment, including monthly close management, cash flow forecasting, budget development, funder reporting, and strategic financial planning — giving your organization senior-level financial guidance at a fraction of the cost.

State Registration & Charitable Solicitation Compliance

Nonprofits that solicit donations across state lines must register in each state where they fundraise — and renew those registrations annually. Requirements vary widely, and non-compliance can result in fines and reputational damage. We manage your multi-state charitable solicitation registrations, annual renewals, and state-level reporting obligations so you can fundraise with confidence.

Organizational Transitions & Succession Planning

Whether your nonprofit is undergoing a leadership transition, a merger with another organization, or a restructuring of programs and funding, the financial implications require careful planning. We provide transition advisory, financial due diligence, budget reforecasting, and stakeholder communication support to ensure continuity and stability through periods of organizational change.

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FAQ

Frequently Asked Questions

What accounting services does Manay CPA offer for nonprofit organizations?

We provide full-service fund accounting, financial statement preparation, bookkeeping, and financial reporting designed specifically for tax-exempt organizations. Our team manages restricted and unrestricted fund tracking, functional expense allocation, donor reporting, and GAAP-compliant financial statement preparation. Whether you’re a small charity or a multi-program foundation, our CPA-led team ensures your financials are accurate, transparent, and ready for auditors, funders, and your board at all times.

Form 990 is far more than a tax return — it’s your organization’s most publicly visible financial document. We prepare Forms 990, 990-EZ, 990-PF, and 990-T with careful attention to accuracy, complete disclosure, and strategic presentation of your programs, governance, and financial activity. We also review your filing for potential red flags that could trigger IRS scrutiny or concern among donors and watchdog organizations.

Yes. We have extensive experience helping nonprofits comply with Uniform Guidance requirements under 2 CFR Part 200. Our team manages grant-specific accounting, indirect cost rate calculations, cost allocation documentation, and Single Audit preparation. We work proactively throughout the year to ensure your financial records and internal controls are grant-ready — so you’re never caught off guard when audit season arrives.

Unrelated business income (UBI) is revenue generated from activities that are not substantially related to your organization’s exempt purpose. Common examples include advertising revenue, rental income from debt-financed property, and certain sponsorship arrangements. If your organization has UBI, you may owe federal income tax and need to file Form 990-T. We analyze your revenue streams, determine your exposure, and advise on structuring activities to minimize tax while preserving your tax-exempt status.

Absolutely. Many nonprofits need senior-level financial leadership but don’t have the budget for a full-time controller or CFO. We offer outsourced controller and fractional CFO services that include monthly close management, cash flow forecasting, budget development, board reporting, funder reporting, and strategic financial planning. Our team becomes an extension of your organization — delivering the expertise you need at a cost that fits your budget.

Do you have other questions?

Burcu Manay

Discuss your organization's financial goals with Bree Manay, CPA — and discover how Manay CPA can strengthen your mission.