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:
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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:
- 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
From Our Clients
“It was refreshing to work with Melodi because she was a great quarterback. She was incredibly professional, kept everyone on track, and provided needed insights to the team throughout the process. I work with consultants all of the time, and it is rarely this pleasant. From where I sat, she was the perfect consultant to work with. If I could have a Melodi on every engagement, I would. Working with Melodi made the experience more effective and less time consuming, and I would highly recommend her services.”
Jadie
Sage Intacct
“We contacted the Nonprofit Client Advisory Services to help us evaluate and navigate potential software options. Melodi was pleasant, knowledgeable, and provided clear, concise, and concrete answers to all of our questions. Most importantly, Melodi helped narrow our focus and kept us on the right path. Her report became the backbone of our discussions and ultimate decision. I would absolutely recommend her services to any organization facing similar issues.”
Jon
ChildMind
“Our organization suddenly found ourselves in the enviable position of having too much money and no clear path on how best to mange our financial resources. After a phone conference with Scott Haumersen, we knew we were ready to embark on creating a Reserve Policy that could grow with us. Scott and Melodi not only took the fear out of understanding the distinct types of reserves, but they also engaged our board to fully understand their comfort level and created a product that was tailor suited to our specific needs and future aspirations. I would highly recommend Wegner CPAs to help guide your organization to the next level of financial security!"
Donna Ambrose, Executive Director
The Neighbor's Place
The Neighbor's Place
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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.
Resources
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.