Not-for-Profit Organization Solutions

Tackling Complex Requirements to Support Your Mission

You’re serving the public good and advancing your mission. We’re your partner in achieving your goals.

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Your Mission Drives Our Expertise

We understand the importance and profound impact you have on the communities you serve.

We also understand you’re looking to streamline and improve operations so your time and resources can be allocated to what matters most.

That’s why we are committed to providing you with expert accounting, compliance, and advisory services that deliver exceptional value and support your objectives.

Years of NFP experience
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Not-for-profit sectors served
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Gain Confidence. Solve Regulatory Challenges. Cultivate Growth.

Our extensive experience with nonprofit organizations of all types and sizes enables us to offer customized solutions that address your specific needs and unique challenges so you can better serve your community, stakeholders, and board.

From navigating complex revenue, expense, and reporting regulations, to analyzing risk, to optimizing your financial strategies — we’re here to help you solve your challenges and promote growth.

“Sustainable funding remains one of the most difficult challenges due to economic fluctuations, competition, and more.

We’re your long-term partner to help you navigate through today’s obstacles and plan for tomorrow’s opportunities.”

-Grace McKoy, Pinion Not-for-Profit Advisor

Services Tailored to Your Needs

We offer tax, audit, accounting, and advisory services, and so much more.

Falling under new requirements? In need of an employee benefit plan audit? Need assistance with payroll or accounting? Looking for support with grant compliance or financial statement assurance services?

We remain committed to staying at the forefront of the changing landscape of accounting standards, compliance requirements, and relevant issues facing organizations like yours. Gain confidence in a long-term partnership with our team.

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Operational Management

  • Accounting
  • Bookkeeping
  • Back-office automation
  • HR and payroll
  • IT consulting

  • Financial and Tax Strategy

  • Financial statement audits
  • Single audits
  • Tax compliance
  • Wealth management

  • Compliance and Risk Management

  • Compliance advisory
  • Internal controls
  • Fraud detection and prevention

  • Community Roots in the Not-for-Profit Sector

    We don’t just understand the importance of your mission- we actively support it and are passionate about giving back to our communities and the communities that you serve.

    Our team volunteers hours serving on boards, provides NFP training and education, and participates in local volunteer opportunities and fundraising.

    Organizations Served

    We Offer Nonprofit Consulting Services of All Types and Sizes 

    • Higher education
    • Healthcare/clinics
    • Social services
    • Professional societies
    • Research organizations
    • National and local public charities
    • Private charities and foundations
    • Community action agencies
    • Voluntary health and welfare
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    Recent Insights

    The IRS issued an increase in the standard mileage rates for business travel, effective January 1, 2025. While the IRS states that standard mileage rates

    As a business owner, you likely spend most of your days – and many of your nights – thinking about the daily operations of your

    Is your accounting system holding your business back? Maybe you’re so busy running the business that sorting through scattered financials seems more of a headache

    Explore Our Full List of Services

    Accounting Solutions

    Our expert accounting advisory provides data and accuracy needed to guide healthy business decisions.

    Operational Management

    Alleviating office challenges so that you can tend to what matters most. Professional support and technical expertise to drive your business forward.

    Tax Compliance & Strategy

    Specialists in understanding market challenges, tax law, and compliance needs. Get expertise in tax strategy and a proactive partner for long-term planning.

    • Tax analysis & strategy
    • Compliance with tax laws and requirements
    • Tailored industry advisory for deductions and credits

    View our Tax Compliance & Strategy services

    Financial Strategy

    Strategic analysis and guidance to navigate transaction deals, satisfy stakeholder needs, and make long-term decisions.

    Succession Planning

    Navigate tough business decisions, family discussions, and entity transitions. Expert estate and gift tax knowledge, trust guidance, long-term goal setting and risk management.

    Grace McKoy

    Connect With Our Nonprofit Team Today

    Work with our experienced team to help strengthen your organization at every level.

    Speak to Grace

    Grace McKoy, Lead Advisor – Not-for-Profit Organizations

    *Attest services are provided by KCoe Isom, LLP, a licensed CPA firm.