Fiscal Management Guidance for Mission-Driven Organizations

Serving nonprofits for over 25 years in operational, accounting, tax, and regulatory compliance

Jones and Roth Nonprofit Services

Our Nonprofit clients look to us to provide:

  • Fiscal management guidance for organizational excellence
  • Specialized nonprofit accounting & audit expertise to meet compliance requirements
  • Provide assurance to the board and to donors
  • Consulting value to run a better organization
  • Specialized Tax Guidance to meet regulatory requirements

Financial and Consulting

  • Audits, reviews, and compilations of financial statements.
  • Single audits under OMB Circular A‐133 and the Uniform Guidance.
  • Employee benefit plan audits.
  • Review and evaluation of the internal control systems.
  • Assistance with development and documentation of accounting policies and procedures.
  • Board training and development and retreat facilitation.
  • Staff training and development.
  • Strategic planning.
  • Accounting system consulting.

Tax Exemption Applications and Return Preparation

  • Preparation of application with the Internal Revenue Service for tax‐exemption status.
  • Group exemption application under the IRC for tax‐exempt entities.
  • Preparation of federal and state information/tax returns.
  • Jones & Roth on Excellence in Nonprofit Financial Management (PDF)


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