Industries | Non-Profits
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.
Who We Serve
We currently provide accounting and auditing services to non-profit organizations throughout the United States, including:
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:
The process of creating an engaged, effective board of directors to oversee and serve in an accountable manner.
The implementation of efficient policies to ensure that financial reporting is accurate and reliable, and that the organization’s assets are safeguarded.
Comprehensive systems that treat every financial transaction in a transparent and well-documented manner, ensuring financial accountability.
We conduct regular trainings on important financial and accounting related topics for non-profit executives, finance and development directors, and board members.
Unique Non-Profit Expertise
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
From Our Clients
“I have greatly appreciated the excellent professional services I have received from Wegner CPAs over the past thirteen years. In addition to conducting our annual audit and completing various tax forms, Wegner CPAs provides timely, invaluable assistance and information throughout the year when I have a question about a bookkeeping or accounting standard or requirement, income tax form or other issue. The staff is very non-judgmental and supportive. They have also been very helpful to my Administrative Coordinator in explaining complicated bookkeeping issues.”
Executive Director, National Association of Social Workers, Wisconsin Chapter
“We have been very pleased to work with Wegner CPAs. Wegner CPAs are extremely knowledgeable about non-profit accounting, which has provided significant advantages over the prior firm we worked with. Our Wegner auditors have consistently offered clear, appropriate and manageable solutions to non-profit accounting challenges. They have been willing to answer our questions throughout the year in order to benefit both organizations by paving the way for a smooth audit process. They have also honored and respected the work of our agency. We view Wegner CPAs as a helpful partner, working with us to ensure excellent financial management and a solid community reputation.”
Executive Director, Interfaith Hospitality Network of the Madison Area
“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.”
Business Manager, Wisconsin Conference UCC
“Wegner CPAs has helped our organization grow. They are truly part of our team. No other CPA firm compares to Wegner when it comes to the expertise and knowledge they have of nonprofits.”
President/CEO, Project Home, Inc.
“Our organization now enjoys the audit process instead of dreading it thanks to Wegner CPAs. The support and resources they provide are invaluable.”
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.”
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.”
Office Manager, Mid-Continent Railway Historical Society, Inc.
Talk with an Expert
Specializing in performing financial statement and compliance audits for a variety of organizations.
View All Services
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.
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.