Nonprofit Accounting, Tax and Advisory

Built for nonprofits that have outgrown “good enough.”

Behind every mission should be a financial and operations team that brings clarity, structure, and confidence to every part of the organization, from the work happening behind the scenes to the conversations that shape what comes next.

  • Nonprofit FocusBuilt exclusively around the needs of nonprofit organizations.
  • Remote TeamsServing US-based nonprofit organizations nationwide.
  • Clean AuditsEvery audit readiness client has received an unmodified opinion.
Open hands holding coins and a note that reads make a change
  • Real PeopleConnecting you with real, U.S.-based professionals who know your organization
  • Real ExpertiseBringing deep nonprofit experience to the financial complexity you face
  • Real ImpactHelping every dollar, decision, and resource go further for your mission
  • Real ResultsDelivering clear, reliable financials that support stronger decisions
About

Boutique by design.

Small but mighty.

We’re boutique by choice, so you’re never just another name on a client list. You work with a dedicated team that gets to know your organization, your programs, your events, your funders, and the financial details behind them. We stay close to the work, bring depth from day-to-day execution through partner-level guidance, and treat your mission with the care it deserves.

Young seedlings growing in soft daylight
A small team working together and smiling around a table

Mission

Raising the standard for the financial work that powers missions

We bring a higher level of structure, insight, and accountability to nonprofit finance and operations so organizations can lead with greater clarity, make stronger decisions, and move forward with confidence.

  • Systems
  • Strategy
  • Accountability

Vision

Making the “good enough” mindset obsolete

The future belongs to organizations that expect more from their systems, their partners, and the way they operate. Where “good enough” is no longer the standard, and organizations have the confidence, capacity, and clarity to build stronger, move forward with purpose, and create greater impact.

  • Innovation
  • Growth
  • Impact

Values

Setting the standard for every client experience

Our values set the standard for how we show up, from the way we communicate to the way we execute. They keep our work thoughtful, reliable, responsive, and rooted in trust.

  • Clarity
  • Communication
  • Consistency
  • Compliance
  • Confidence
Rows of packed grocery bags ready for distribution
Food InsecurityCase study coming soon
Clients

The nonprofit organizations that left “good enough” behind.

These organizations chose to make the change and we helped rebuild the financial and operational infrastructure behind their mission so they could operate with greater clarity, strength, and confidence.

Services

Everything your nonprofit organization needs, in one place.

Think of us as your nonprofit's back office: the books, the filings, and the big-picture advice, handled by people who care about your mission.

Accounting & Bookkeeping Support

Reliable financial support that keeps your books current, your reporting organized, and your team ready to make informed decisions.

How we can support
  • Revenue Management
  • Payables Management
  • Corporate Card Management
  • Payroll Processing
  • Month-End Close Reconciliations
  • Standard Financial Reports

Controllership & CFO Support

Fractional financial leadership for planning, reporting, and the decisions that shape what comes next.

How we can support
  • Budgeting and Forecasting
  • Cash Flow Management
  • Restricted Net Assets
  • Donor Trend Analysis
  • Board Financial Reporting
  • Custom Financial Reporting

Grant Reporting & Compliance Support

End-to-end support for restricted funding, compliance, reporting, and contract requirements.

How we can support
  • Award Management
  • Tracking and Reporting
  • Direct and Indirect Cost Allocations
  • End-to-End Reconciliations
  • Compliance Monitoring
  • Budget vs. Actual Reporting

Tax Compliance

Comprehensive tax preparation and compliance support tailored to the unique requirements of exempt organizations.

How we can support
  • Form 990
  • Form 990-EZ
  • Form 990-PF
  • Form 990-T
  • State Filings
  • State Registrations

Audit Readiness

Hands-on preparation and support that helps your organization enter every audit organized and ready.

How we can support
  • Liaison and Coordination Support
  • Financial Readiness Review
  • Schedule Preparation
  • Document Submission
  • Sample Selection Support
  • Financial Statement Support

À la Carte Advisory

Specialized support for financial projects, decisions, and challenges that need more than routine accounting.

How we can support
  • Board and Governance Training
  • Internal Control Analysis
  • Technology Implementation
  • Workflow Implementation
  • Accounting and Finance Guides
  • Policy and Process Design
  • QuickBooks Online
  • Google Sheets
  • Microsoft Teams
  • Canopy
  • NetSuite
  • Front
  • Microsoft Excel
  • Zoom
  • Google Drive
  • MIP Fund Accounting
  • Microsoft Outlook
  • Claude
  • Google Docs
  • ShareFile
  • Microsoft PowerPoint
  • Slack
  • LastPass
  • Microsoft Word
  • Transaction Pro
  • Microsoft OneDrive
  • Vinyl
  • Microsoft SharePoint
  • Elgato Stream Deck
  • Google Slides
  • Microsoft OneNote
  • Scribe
Platforms

Technology that powers your books.

Our team knows the tools and platforms nonprofit organizations rely on, so we can integrate into the systems you already use without disrupting how your data flows.

Your nonprofit tech stack

We understand how nonprofit systems connect, where they don’t, and how information moves between them. We bridge the gaps, reconcile activity back to your financial records, and help create a clearer, more reliable financial picture.

100+
nonprofit platforms our team already works with, so there's no learning curve on your dime.

Hover over each category to see platforms we work with.Tap each category to see platforms we work with.

Team

More than accountants. Strategic partners for your mission.

Behind every clean close is a full bench of nonprofit specialists, from tax and payroll to operations and data, working together as one partner for your organization.

  • Brittany Malidore
    Leading the team
    Brittany Malidore
    Founder & CEO
    What people sayfrom LinkedIn
    Brittany is a dedicated client service centric professional who always goes the extra mile.
    Kim ZagarPartner, Citrin Cooperman
    Her leadership demonstrates she is not only performing at a C level management team member level and worth every penny we paid her … We would hire her back in a heartbeat.
    Dean MercierFounder, GAEMS
    She's thoughtful and clear in her communication, which goes a long way to ensuring expectations are set and met by all involved.
    Tony Cook, CPA/MS-TaxManaging Member, Cook CPAs and Consultants
    Brittany has a knack for getting the job done, and she is very efficient.
    Elissa Sieh, CPAPrincipal, CLA (CliftonLarsonAllen)
    She knows so much about the various accounting tools, and technology that are now at the forefront of our industry … You can't go wrong with her on your team!
    Veronica Cook, CPAAssurance Director, BDO USA
    Her energy and dedication to help her clients drives her to suggest ideas and solutions to help save time and money.
    Thomas Jones, CPATax Partner
    Through her thoughtful approach and hard work she has developed lasting relationships and a reputation as a trusted advisor in her field.
    Codi Scott, CPAManaging Director, Andersen
    Brittany is proactive, and always eager to dive in and really understand your business challenges. She’s quick to troubleshoot and offer practical solutions that meet you where you are.
    Allison Benabente, CPAController, Carlile Transportation
    Her passion for accuracy and dedication to providing an exceptional customer experience is unparalleled.
    Christianna GunnLegal Operations
    She has been one of my top business partners throughout my career, and I can always rely on her to be responsive, professional, and diligent.
    Emily OilandHRO Solutions, ADP
    Brittany was reliable, professional and always ready to help with my questions.
    Biju M.Ex-MSFT
    I'm always impressed with her level of professionalism, her attention to every detail and her dedication to always do what's in the best interest for those she serves.
    Aaron NessBusiness Consultant, Vensure Employer Solutions
    Brittany cares deeply about her clients, and has quickly become one of my favorite CPA’s to partner with.
    Abigail BlanchardB2B Account Executive
    Brittany develops great rapport with her clients, and she is quite skilled at driving growth with effective client communication.
    Micah W.Tax Director, Sorren, Inc.
    Her expertise and versatility are nothing short of remarkable, spanning technology, financial management, resilient leadership, and empowerment.
    Nitzan LeibovitchStaff Product Manager, QuickBooks Payroll, Intuit
    She has always been a visionary, and her ideas for how to move the industry forward have been very insightful and impactful. … Brittany stands for awesome client service.
    Alison BallEx-Intuit, Liscio, Bookkeep
    With Brittany leading day-to-day accounting efforts for GAEMS, Inc. … the company itself was able to operate more smoothly than it had in the past.
    John SmithBrand Builder & Visionary
    She takes on responsibilities beyond her title and thinks about the bigger picture.
    Heather Townsend, CFP®, CPAFounder, Townsend Financial
    Brittany’s relentless dedication to clients and her commitment to top-notch client service is proven through her ability to build long, trusting relationships.
    Nicholas NortonPartner, GN, a S+H company
  • Kelsey Rosback
    Kelsey Rosback
    Client Operations Manager
  • Kevin Potts
    Kevin Potts
    Senior Tax Accountant
  • Jonathan Baunach
    Jonathan Baunach
    Data Development Coordinator
  • Krista Byerts
    Krista Byerts
    Expenditure and Payroll Coordinator
  • Coming soon
    Firm Operations Coordinator
    Are you organized, people-first, and passionate about nonprofits? This role could be yours.
  • Coming soon
    AI & Data Specialist
    Putting your data and AI tools to work for your mission.
FAQ

Questions, answered.

The questions nonprofit organizations ask us the most, answered up front.

  • Do you only work with nonprofits?

    Yes. Our firm focuses exclusively on US-based nonprofit organizations with a charitable focus, so our processes, reporting, and advice are built for how nonprofits actually operate.

  • We’re not on cloud accounting yet. Is that a problem?

    Not at all. If you’re open to switching, we’ll plan and manage the conversion to a cloud-based accounting software.

  • Do you provide in-office support?

    Our team works remotely, but we travel when in-person support makes sense, including board training, planning sessions, and other special engagements.

  • Do you support delinquent or revoked nonprofits?

    Yes. We can help organizations address past-due filings, restore compliance, and navigate the steps needed to bring their nonprofit status and reporting back into good standing.

  • Can you work directly with our external auditors?

    Yes. We coordinate directly with your auditors, help prepare schedules and supporting documents, manage requests and submissions, support sample selections, and assist with financial statement readiness throughout the audit process.

  • How do we get started?

    Click “See if we’re a fit” and tell us a little about your organization. We’ll follow up with a 30-minute conversation to understand where you are, what you need, and whether we’re the right fit.