Business Details
50+ Years
experience
Trusted Nonprofit & Church Accounting Services in Decatur, IL
Our firm has been serving nonprofit organizations, churches, and clergy members since 1969 with specialized accounting expertise. We distinguish ourselves through our entrepreneurial spirit, adaptability, and deep knowledge of fund accounting and minister taxation. Unlike traditional CPA firms focused solely on compliance, we provide advisory services that help clients navigate complex IRS regulations and implement strategic financial planning. Our nationwide team collaborates with nonprofit leaders, religious organizations, and ministry staff to develop tailored solutions that promote financial sustainability and organizational growth. We maintain continuous education on evolving tax laws to ensure our clients receive up-to-date guidance.Our technology-enabled approach allows personalized service to organizations across the United States while maintaining local office presences in Decatur, Illinois; St. Louis, Missouri; and Orlando, Florida. Through strategic analysis and cash flow planning, we help nonprofits expand their community impact. Our team of certified professionals includes CPAs with specialized credentials in valuation, fraud examination, and forensic accounting. We take pride in our collaborative approach, working alongside legal counsel and financial advisors to provide coordinated guidance. Our commitment to nonprofit sectors extends beyond accounting to include software training and procedural reviews that enhance organizational effectiveness.
Services
Tax Filing
Cash Flow Planning
Fund Accounting
Strategic Analysis
Payroll Advisory
Details
- Year established: 1969
Highlights and features
- Certified CPAs with specialized credentials in nonprofit taxation since 1969
- Tailored advisory services beyond standard compliance requirements
- Nationwide expertise in IRS regulations affecting nonprofits and clergy
- Proven track record with churches and nonprofit organizations across multiple states
- Collaborative approach working with legal and financial professionals
Services
Tax Filing
We provide comprehensive tax filing services specifically for nonprofit organizations and clergy members. Our team stays current with evolving IRS regulations to ensure accurate compliance. We handle complex tax scenarios including housing allowances and dual-status taxation for ministers while maintaining proper documentation.
Cash Flow Planning
Our cash flow planning services help nonprofits and religious organizations maintain financial stability. We analyze current financial status to develop customized plans that support organizational goals. This includes strategic budgeting to ensure sufficient liquidity while meeting mission objectives.
Fund Accounting
Specialized fund accounting services tailored to nonprofit financial structures. We implement systems to track restricted and unrestricted funds separately. Our approach ensures proper allocation of resources according to donor requirements while providing clear financial reporting.
Strategic Analysis
We conduct in-depth strategic financial analysis to help organizations achieve long-term sustainability. Our services include assessing current financial health, identifying growth opportunities, and developing operational strategies. This analysis supports decision-making for organizational expansion and improved community impact.
Procedural Review
Our Procedural Church Review evaluates accounting procedures and internal controls. We conduct comprehensive assessments of financial records, payroll systems, and governance practices. This service identifies improvement areas while ensuring proper stewardship of church resources through biblical financial management.
People
Mark Nicholas
CPA, CVA, CFE, CFF, MAFF
With multiple advanced certifications, Mark provides expert guidance in nonprofit accounting and fraud prevention. He specializes in strategic financial planning and forensic accounting analysis for religious organizations.
Jessica MacDonald
CPA, CVA, CFE, MANAGER
As a manager and certified fraud examiner, Jessica leads client engagements focusing on nonprofit compliance and financial reporting. Her expertise includes IRS regulation interpretation and organizational financial assessments.
Michael Nash
CPA
Michael specializes in fund accounting systems and tax compliance for nonprofit organizations. He provides technical expertise in implementing accounting software solutions tailored to nonprofit needs.
Sharon Butler
Enrolled Agent
As an enrolled agent, Sharon focuses on clergy taxation and minister-specific tax planning. She assists with housing allowance calculations and complex tax return preparation for religious professionals.
Jaimie Klawitter
CPA, CVA, MANAGER
Jaimie manages client relationships while providing valuation expertise. She specializes in strategic planning for nonprofit growth and financial sustainability through data-driven analysis and reporting.
Questions
What accounting services do you offer for new nonprofits?
We help establish accounting systems, prepare initial tax filings, and develop budgeting strategies for new nonprofit organizations.
Do you provide tax guidance for clergy members?
Yes, we specialize in minister taxation including housing allowances, dual-status rules, and retirement planning considerations.
Can you assist with church financial software?
Our Stewardship Resources division provides training and support for PowerChurch Plus, QuickBooks, and other church accounting software.
What is a Procedural Church Review?
It's a comprehensive financial assessment that evaluates accounting procedures, internal controls, and governance practices for religious organizations.
How do you support nonprofit organizations nationwide?
We use secure technology to provide remote accounting services while maintaining personal client relationships across all 50 states.
What strategic planning services do you offer?
We develop customized financial strategies including cash flow management, growth planning, and sustainability analysis for nonprofits and churches.
