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Nonprofit

Helping those who help our community.

Whether your nonprofit organization is focused on improving public healthcare, providing human services, promoting educational literacy, or another noble cause, the primary goal is to positively impact the communities it serves. However, navigating financial management, reporting, and regulatory hurdles while operating on a lean budget with limited resources can hinder some nonprofits from fulfilling their mission. It is essential to have a knowledgeable team that can analyze your financial information, develop tax-efficient strategies, and provide valuable insights so you can make informed business decisions.

Are you forming a nonprofit organization and need assistance filing for tax-exempt status? Would you like help preparing and filing your Form 990? Is your nonprofit considering a merger with another organization? Do you want to be financially prepared for the future so you can continue pursuing your mission and attract new donors?

Our accounting and assurance professionals have a deep understanding and numerous years of experience serving a diverse range of organizations, including those with estate gift and illiquid assets, investments, endowments, and agency transactions. Whether you need assistance maintaining tax-exempt status, fulfilling reporting obligations and compliance, or demonstrating fiscal responsibility for board members and donors, we can help your organization thrive.

Who we serve
  • Arts and culture organizations
  • Business leagues and trade associations
  • Civic organizations
  • Community welfare organizations
  • Country clubs and homeowner associations
  • Educational and research foundations
  • Family and children’s services
  • Hospitals and healthcare organizations
  • Human needs organizations
  • Public charities
  • Philanthropic and private foundations
  • Social services associations
Services we offer
  • Accounting for joint costs
  • Audits, reviews, and compilations
  • Benchmarking
  • Board education and training
  • Bookkeeping
  • Charitable gift and estate planning
  • Cost segregation
  • Cybersecurity
  • Employee benefit plan audits
  • Fraud assessments
  • Mergers, acquisitions, and reorganization
  • Payroll
  • Preparation of exempt organization returns
  • Staffing referrals and resources
  • Tax-exempt organization restructuring
  • Transactions with related parties
  • Unrelated business income and taxable subsidiary consulting

Insights

Partner with our nonprofit team!

BeachFleischman provides accounting, assurance, tax, and comprehensive advisory services for midsize to large nonprofit organizations. We look forward to connecting with you.

Industry Professionals

 

Monica Barcelo

CPA

Accounting & Assurance Senior Manager

 

Ana Carolina Fernandez

CPA

Accounting & Assurance Senior Manager

 

Rhonda L. Fure

CPA

Accounting & Assurance Senior Manager

 

Lydia Hunter

CPA, CGFM

Principal

 

Gina Khawam

CPA

Manager of Internal Tax Operations

 

Eric B. Maneval

CPA

Principal

 

Kelly L. Meltzer

CPA

Tax Senior Manager

 

Monica A. Vera

CPA

Tax Senior Manager

Industry Involvement

We don’t just work with nonprofits either. We are involved in the following professional organizations:

LEA Global AICPA ASCPA

BeachFleischman is a strategic partner and signature sponsor of the ASU Lodestar Center’s Executive Leadership Certificate program offered by the Center’s Nonprofit Management Institute, and we hold a seat on ASU Lodestar Center's Advisory Council.

logo: ASU Lodestar Center logo: Nonprofit Management Institute

Contact us