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Non-Profit Advisory Services

Audit & Assurance Services

Decades of Experience Guiding Financially Strong Non-Profits

It is not about what we can bring to the table—it’s about what you need. Wegner CPAs Non-Profit Client Advisory Services experts are not just advisors, but partners in your mission. At Wegner, we care about forging stronger relationships, understanding your organization and the market you operate in, and identifying specific areas where you need continuing advice.  From managing financial risk to improving performance and operational effectiveness, we provide you with the information you need to achieve your goals. Our determination to guide you effectively will help you overcome the challenges you face and present you with opportunities. At Wegner CPAs, serving the not-for-profit community is our passion, and our Advisory Services professionals have dedicated their careers to serving this community.

Wegner CPAs serves tax-exempt clients across the United States, Canada, and the United Kingdom.

Our advisory experts have over 50 years of combined experience guiding their clients on a path to financial strength and accountability. Our professionals have extensive board experience and have conducted over 100 internal and external nonprofit trainings in the past twelve months.

Advisory Services for Non-Profits

Wegner CPAs’ Non-Profit Client Advisory Services offers a collaborative approach to solving your organization’s financial challenges. Our experts will work with you in the following areas to determine the best path forward:

  • Comprehensive assessment of current internal controls and processes
  • Recommendations and tools for effective controls and fiduciary oversight
  • Training on the key components of culture, policies and procedures, and technology
  • Assessment of governance composition and performance
  • Leveraging governance expertise and resources
  • Optimizing board functions for increased effectiveness
  • Identification and development of essential policies
  • Evaluation of financial sustainability
  • Assessment of reserve and investment strategies
  • Contingency planning
  • Strategic planning
  • Benchmarking
  • Audit or finance committee coaching
  • Retreat planning and facilitation
  • Succession Planning
  • Executive Compensation Studies
  • Enterprise Risk Management
  • Customized reports for enhanced decision-making
  • Identification of key metrics for measuring outcomes
  • Training on financial literacy
  • Scenario planning to support decision-making for future uncertainties or alternative courses of action
  • Forecasting to enhance budgeting, planning, and future growth
  • Trend analysis for analyzing data over time and identifying opportunities or challenges
  • Budgeting for financial health and sustainability
  • Alignment of budgeting to mission and strategy
  • Assessment of processes and improvement suggestions
  • Cash flow management
  • Customized and timely policies and procedures
  • Measuring outcomes
  • Optimizing accounting functions
  • Leadership assessment (trust, accountability)
  • Culture assessment
  • Team building
  • Total cost analysis
  • Assessment of key performance indicators and timely reporting
  • Quality of earnings assessment
  • Staff development
  • Volunteer development
  • SWAT team
  • Connecting the mission statement to program outcomes through storytelling
  • Evaluation of solicitation communications
  • Cost-benefit analysis of potential funding
  • Dashboards
  • Assessment and management of donor restrictions
  • Gift acceptance and gift agreements
  • Life cycle and capacity analysis
  • Merger or acquisition analysis and due diligence
  • Fiscal sponsorship assessment
  • Single audit and overhead rate
  • State solicitation compliance
  • Technology
  • Speaker’s Bureau
  • Trainings
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Who We Serve

Having served over 2000 nonprofit clients across 39 states and three countries, our advisory professionals have experience with a diverse group of tax-exempt organizations including:

From Our Clients

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Implementing strong internal controls to safeguard your assets.

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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.


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.