Nonprofit Financial Audit Services

Nonprofit organizations fill an essential role in society. Many of these organizations champion causes that support underprivileged individuals or people who are experiencing significant challenges in life. Helping others is more important than the bottom line for these philanthropic entities.

Nonprofits also face a unique set of financial challenges that are difficult to navigate on their own. That’s where SD Mayer can help. We offer a variety of financial services tailored to the needs of small and mid-sized nonprofits and private organizations in a wide range of industries. We serve as trusted nonprofit auditors in the San Francisco Bay Area, Silicon Valley and beyond.

We Understand the Auditing Needs of Nonprofits

Depending on the size and type of nonprofit organization you operate, you may need to have an independent audit completed by an outside auditing or accounting firm. Each state also has a set of rules and regulations regarding the auditing of nonprofits. If your organization receives federal funding, you may need to conduct an independent audit even if your state doesn’t require one.

Regardless of why, when or how your entity must have an audit, you can trust SD Mayer to handle the task quickly and accurately to ensure you meet all regulatory and compliance requirements. Our in-house audit services team, financial advisors and assurance services professionals offer a vast array of market, business and technical skills. We can provide expert guidance to improve performance and manage and mitigate risk.

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Providing Nonprofit Financial Audits for Numerous Industries

The nonprofit sector covers a broad spectrum of industries. SD Mayer has extensive experience working with organizations in all of them. We’ve earned the trust of nonprofits in healthcare, which encompasses the largest sector in terms of the number of workers and economic value. Examples of other industries we serve include education, entertainment, natural resources, government and professional services.

Our Holistic Approach

At SD Mayer, we implement an inclusive approach that integrates various aspects of a nonprofit’s financials to provide the most comprehensive service to our clients. We’ll work closely with you to find ways to help improve and meet your short-term and long-term business objectives. By serving as an extension of your organization, we’ll offer guidance that enables you to make informed, financially smart decisions. Partnering with us can have a positive impact on the direction of your nonprofit now and in the future.

Our Nonprofit Audit Services

As experienced nonprofit audit advisors, SD Mayer offers a wide variety of premium services to help your organization fulfill its regulatory and compliance obligations, manage and mitigate risk and improve business performance:

  • Financial statement auditsOur risk-based approach to nonprofit financial statement auditing and analysis enables us to identify, document and assess the steps implemented by your organization to manage all the relevant strategic risks.
  • Benefit plan auditsWe’ll perform a comprehensive audit of your nonprofit’s employee benefit plan according to the Generally Accepted Accounting Principles (GAAP).
  • Compilations and reviewsWe’ll develop and issue detailed reports that provide assurance to all key stakeholders regarding your organization’s financial standing.
  • Single auditsAs one of the leading nonprofit audit firms, SD Mayer is thoroughly familiar with the OMB Circular A-133 compliance requirements.
  • Risk assessment and mitigationWe’ll help your organization prepare for and manage risk by devising best practice recommendations tailored to your unique circumstances.

Why Choose SD Mayer?

In addition to our exceptional technical expertise and holistic approach, you’ll gain several advantages when you work with SD Mayer as your nonprofit audit firm:

  • Smaller size: When working with a larger firm, you may feel like just another client or account number. Because of our relatively small size, we deliver the personalized service you demand and deserve. Our goal is to foster long-term relationships with every client, which we achieve through our attentive customer service.
  • Extensive SMB experience: The focus of our practice is small and medium-sized businesses and organizations with 1,000 employees or fewer. We’re able to bring unique insight and expertise in the auditing process to these entities, which the larger firms typically cannot replicate.
  • Customized solutions: We recognize that no two nonprofits are exactly alike, even if they serve the same industry. Our audit services team will take the time to gain a thorough understanding of your organization and its operations. We’ll then tailor our services to address your specific auditing requirements.
  • Focus on problem-solving: Our methodology involves identifying the most prominent issues that impact our clients from an auditing and risk management perspective. We’ll then devise and implement a carefully crafted strategic plan that delivers reliable, accurate results.
  • Open communication: We believe that communication is the key to a healthy, enduring business partnership. We’ll keep you abreast of the developments in the auditing process from start to finish. We’ll also be accessible after the initial engagement to respond to your questions and address your concerns.
  • One-stop shop: In addition to serving as a nonprofit audit advisor, we offer tax, business advisory, outsourced accounting services and more. You can trust SD Mayer for all your organization’s financial needs.

Serving San Francisco and Beyond

With offices in San Francisco and Menlo Park, SD Mayer can perform nonprofit financial audits in the Bay Area and Silicon Valley. We can also assist organizations throughout the United States and around the world. Depending on your location, we’ll be happy to work with you in-person or remotely.

Regardless of where you conduct business, we’re familiar with the laws, regulations and compliance requirements that affect your operations. We’ll help you navigate complex auditing and financial challenges and offer your organization a clearer outlook of the big picture.

Contact Us to Learn More About Our Nonprofit Auditing Services

Discover how SD Mayer can help your nonprofit organization manage risk, enhance business practices and improve financial documentation and reporting procedures. Contact us for additional information about our services and to discuss your auditing requirements today.

Thought Leadership

Our Audit Team

Kelly Hsu
Audit Senior
Stephen D. Mayer, CPA
Managing Partner & Founder
Elias Tarabay, CPA
Partner, Audit & Assurance
Kevin Wang, CPA
Senior Audit Senior
Bonifacio Zablan
Professional Support Specialist
SD Mayer