Nonprofits

We understand the intricacies of federal and state compliance requirements for nonprofit organizations and can help your organization safeguard its most valuable asset - tax-exempt status. We offer a complete spectrum of tax planning, compliance, and consulting services for nonprofit organizations.

We continually monitor pending legislative and regulatory changes and work with you to develop innovative tax strategies designed to comply with federal and state laws. This is critical to avoid unnecessary penalties and sanctions and helps to better manage your organization’s income tax liabilities.

Other nonprofit services include:

Financial Statements: Audits/Reviews/Compilations
Board Member Services
- Development of board member manuals, policy and procedure manuals, fraud prevention policies, board recruiting procedures and adherence to the agency-wide mission statements Budgeting and Management Consulting Services
Internal Controls
- We make recommendations to improve your accounting systems and procedures Perform audits of nonprofits to determine where elaborate internal controls are impractical because of an organization’s size and can recommend controls to protect the organization’s assets and produce accurate reports
Attendance at board meetings
Fundraising
Grant compliance
Grant applications

Photo below: Sara Holbrook Community Center board members; nonprofit client since 2010.

Articles

Every Fundraising Appeal Should Include These 5 Slants: https://www.dh-cpa.com/guidestar-every-fundraising-appeal-should-include-these-five-slants-09-14-17.html
Better Understanding Business Models in the Nonprofit Sector: https://www.dh-cpa.com/guide-star-better-understanding-business-models-in-the-nonprofit-sector-09-13-17.html
Top Issues for Nonprofits in 2017: https://www.dh-cpa.com/top-issues-for-non-profits-in-2017-05-09-17.html
Nonprofits May Be More Vulnerable to Internal Fraud: https://www.dh-cpa.com/nonprofits-can-be-more-vulnerable-to-internal-fraud.html
Resource for Nonprofit Content Marketing: https://www.dh-cpa.com/resource-now-available-for-nonprofit-content-marketing.html

Copper Leaf Financial is an affiliated and separately registered entity.

Testimonial

“After meeting with Davis & Hodgdon, I learned that their knowledge of the small business landscape is second to none. If I have learned anything in business then I have learned that you have to surround yourself with vendors that are industry leaders and I can confidently say I have found that in D&H. Their knowledge and foresight is now something I rely on to operate my business and they have proven instrumental in our recent growth.”

Brian Curtis

Dominion Tech Computer Services