Your local starting point
For a nonprofit, useful accounting support starts with the organization’s activities and reporting needs. Discuss your programs, funding records, board information, and current bookkeeping with a CPA, then clarify the services and responsibilities included in the proposed engagement.
Describe your programs, funding records, and the people who maintain financial information.
Discuss the reports recipients need, how often they are prepared, and who reviews them.
Explain which setup steps are complete and ask which accounting tasks the firm can handle.
Make a connection
1 member to exploreContact businesses directly to confirm service area and availability.
Based in: Garland, Texas
Full-service accounting firm offering a broad range of services for business owners, executives, and independent professionals.
A little preparation goes a long way
Vick and Grohman lists accounting services for nonprofit organizations. Tell the firm about your mission, programs, funding sources, and how financial information is currently maintained. Identify the person who handles bookkeeping and the people who review reports. If you are starting an organization, distinguish the planned activities from work already underway. Ask which records will help the CPA understand your situation and which reporting or setup questions need a separate discussion with another professional.
Discuss the information your board or other recipients expect to receive and how often they need it. Ask whether bookkeeping, financial statement preparation, staff guidance, or filing-related work are included in the proposed scope. Explain how program costs and funding records are tracked, and ask what the firm would need to review them. If an outside recipient has requested a particular report, explore audits, reviews, and compilations. Confirm the responsibilities of staff, volunteers, and the CPA before work starts.
Good questions. A clearer next step.
A few things to know as you explore your options.
Ask for a tailored checklist. Start by describing the organization’s activities, existing financial records, funding sources, and the reports requested by its board or other recipients.
Ask whether guidance on recordkeeping or reports is included, who should participate, and whether follow-up support would be part of the same engagement.
Discuss any requested report separately. Bring the recipient’s wording and ask the CPA which engagement and preparation work would address that request.
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