Business Details
35 Years
experience
Expert Nonprofit Accounting Services Seattle
Founded in 1991, we revolutionized the accounting landscape by establishing the first and only certified public accounting firm in the Northwest dedicated exclusively to nonprofit organizations. Our team brings over three decades of specialized expertise in nonprofit audits, tax compliance, and financial consulting, serving clients across the Puget Sound region and beyond. We combine deep sector knowledge with personalized service, offering year-round access to professionals who understand the unique financial challenges faced by charitable organizations.As active participants in national nonprofit committees and frequent conference speakers, we maintain leadership in evolving tax regulations affecting 501(c)(3) entities. Our commitment to community service extends beyond our practice, with team members serving on nonprofit boards and delivering training programs that strengthen financial literacy in the sector. This unwavering focus on nonprofits has fostered exceptional client retention rates and industry recognition for excellence in audit quality.
Services
Audit Services
Tax Compliance
Financial Consulting
Board Training
QuickBooks Adaptation
Internal Controls
Nonprofit Workshops
Details
- Year established: 1991
Highlights and features
- Specialized in nonprofit accounting since 1991
- Exclusive focus on serving 501(c)(3) organizations
- Year-round access to tax compliance experts
- Team members serve on industry advisory boards
- Proven track record with 90% client retention rate
Associations and certifications
- American Institute of CPAs Government Audit Quality Center
What people say
Knowledgeable professionals
Responsive communication
Personalized service
Outstanding expertise
Cost-effective solutions
Services
Nonprofit Audits
Our audit team specializes in nonprofit financial examinations, offering year-round support beyond annual requirements. With hundreds of completed nonprofit audits, we provide actionable insights that improve organizational efficiency. Our process begins with a consultation and includes ongoing access to audit specialists who understand the unique financial structures of charitable organizations.
Tax Compliance
We navigate complex nonprofit tax regulations including Form 990 preparation and exemption applications. Our team tracks evolving tax codes affecting 501(c)(3) organizations and provides cost-saving tools for compliance. Clients benefit from experts who helped shape national tax filing standards and maintain active roles in tax policy development.
Financial Consulting
Our consultants deliver tailored solutions for nonprofit financial management, including internal controls assessment and system implementation. The financial health checkup service identifies risks before they become problems, offering cost-effective improvements that strengthen organizational operations without requiring full-scale audits.
Board Training
We provide customized financial education for nonprofit boards through programs like Boards in Gear and Finance Unlocked. Our training covers governance requirements, financial reporting, and tax compliance in interactive formats. The workshops help directors make informed financial decisions that support organizational missions.
QuickBooks Adaptation
Our specialists help nonprofits optimize QuickBooks for functional expense tracking and grant billing. Services include setting up restricted donation monitoring systems and payroll allocation between program and administrative costs. We ensure accounting systems meet the specific needs of charitable organizations while maintaining compliance.
People
Matt Cyr
Partner
CPA with extensive nonprofit audit experience, recognized for improving compliance through personalized service approaches. Active in nonprofit finance education initiatives.
Howard Donkin
Partner
Tax specialist with leadership roles in nonprofit accounting standards development and board training programs across the Pacific Northwest.
Erin Welch
CPA
Experienced consultant who trains nonprofit leaders in financial management while providing personalized accounting solutions to community organizations.
Jason Clapp
Audit Principal
Seasoned audit professional with deep understanding of nonprofit financial structures and compliance requirements across various charitable sectors.
Julleen Snyder
Senior Consultant
Financial expert who designs customized training programs and delivers consulting services that improve nonprofit operational efficiency and compliance.
Questions
What accounting services do you offer for nonprofits?
We specialize in audit services, tax compliance (forms 990), consulting, and financial training tailored specifically for nonprofit organizations.
Do you offer payment plans for services?
We structure our billing rates to provide cost-effective solutions for nonprofits while maintaining high service quality standards.
When was your firm established?
Jacobson Jarvis & Co was founded in 1991 as the first accounting firm exclusively serving nonprofit organizations in the Northwest.
What areas do you serve?
Headquartered in Seattle, WA, we serve nonprofits throughout the Puget Sound region and West Coast.
How does your audit process work?
Our audit process begins with a consultation, includes year-round support, and provides actionable recommendations to improve organizational efficiency.