Non-Profits

Non-Profit Accounting, Audits & Financial Reporting Services

Expert Non-Profit Accounting Services to Guide Your Mission

A well-respected and well-recognized name within the non-profit industry, Wegner CPAs thoroughly understands the importance of the many factors that determine the success of your organization. With competition for revenue sources being stronger than ever and regulations continually increasing for the non-profit industry, you can depend on Wegner CPAs as your most valued advisor. We will ensure compliance with laws and regulations and discover operating inefficiencies. Our extensive experience with nonprofits enables us to understand the challenges faced by our clients from the board of directors, management and funding sources perspectives. An integral part of our role is helping our clients communicate effectively with all of their stakeholders.

By continually monitoring changes in the industry, market trends, regulations, and accounting standards, our experts provide you with value-added services which go far beyond the standard accounting and compliance services. We are able to assess your priorities and develop programs, processes and procedures to help you run your organization successfully.

Ways We Can Help

We are uniquely positioned to provide expert accounting and auditing services to non-profit organizations. Some of our most value-added services to non-profits include:

Governance

The process of creating an engaged, effective board of directors to oversee and serve in an accountable manner.

Financial Accountability

The implementation of efficient policies to ensure that financial reporting is accurate and reliable, and that the organization’s assets are safeguarded.

Accounting Systems

Comprehensive systems that treat every financial transaction in a transparent and well-documented manner, ensuring financial accountability.

Non-Profit Training

We conduct regular trainings on important financial and accounting related topics for non-profit executives, finance and development directors, and board members.

Who We Serve

We currently provide accounting and auditing services to non-profit organizations throughout the United States, including:

Advocacy Organizations
Arts Organizations
Associations
Churches and Religious Organizations
Community Action Programs
Cooperatives
Elderly Programs
Foundations
Humanitarian Organizations
Residential Care and Housing
Unions
Voluntary Health and Welfare Agencies

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Unique Non-Profit Expertise

Advisory Services

Agreed-Upon Procedures

Audits

Bookkeeping

Compilations

Outsourced Accounting

Reviews

Software Consulting

Tax Compliance

Form 990 Preparation

990, 990-EZ, 990-T and 990-PF

We Also Provide

Budgeting and forecasting
Cost allocation plan assistance
State informational return preparation
Unrelated business income tax planning

I was new at my position when I began working with Wegner. My confidence has grown knowing that I can rely on the professionals at Wegner to answer any questions and make recommendations that will ensure the success of our organization. We were given sound advice enabling the organization to increase its investment income while at the same time protecting our assets, a key element for a non-profit organization. I trust and respect our audit team and look forward to their annual visit.

Vicki Graff | Business Manager, Wisconsin Conference UCC

Our organization now enjoys the audit process instead of dreading it thanks to Wegner CPAs. The support and resources they provide are invaluable.

Patti Seger | Executive Director, End Domestic Abuse Wisconsin

Wegner CPAs have taken the time to research and understand our rather unique industry and its regulations. It’s a sign of their commitment to providing excellent service. They make themselves accessible to our team members which speaks volumes on how much they care about their clients.

Salli Martyniak | Executive Director, Forward Community Investments, Inc.

Our non-profit organization has used Wegner CPAs for over a decade for our annual audit and tax return preparation. Their expertise and experience make the entire process go smoothly each and every year. They are a pleasure to work with and are always ready to help us with any questions we might have along the way.

Jeffrey Lentz | Office Manager, Mid-Continent Railway Historical Society, Inc.

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Specializing in performing financial statement and compliance audits for a variety of organizations.

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Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.

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Insights

We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.

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