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Not for Profit Industry Banner

Not-for-Profit

As nonprofits navigate the accelerating pace of change, challenges arise that influence every aspect of operations. Seasonal cash flow swings, market-driven revenues, workforce shortages, and heightened reporting requirements all affect current choices. Without the right support, attention can easily be pulled between mission and management.

At PBMares, we help nonprofits stay centered on their mission while building a financial structure they can rely on. Our depth of knowledge, Yellow Book certification, and membership in the AICPA’s NFP section means not-for-profit clients can count on us as their one-stop shop for strategic consulting, assurance and tax services. That includes preparing Form 990 filings and guiding audit compliance, advising on strengthening governance and board leadership, and uncovering operational vulnerabilities and cybersecurity gaps that could jeopardize funding or public trust. With our expertise, nonprofit leaders can focus on advancing their mission by knowing the right financial guardrails are in place.

WHO WE SERVE

  • Community Human Services Agencies
  • Crisis Intervention Agencies
  • Economic Development Partnerships
  • Educational Providers
  • Foundations
  • Museums and Historical Sites
  • National Fraternal Organizations
  • Public Broadcasting Industry
  • Trade Associations

Contact Us

Industry Involvement

an inside view

Bo Garner, CPA, MBA

As Partner and Not-for-Profit Team Leader, Bo Garner talks about the rewards of assisting clients whose organizations benefit the community, and values his team’s shared commitment to helping others.

 

Not-for-Profit Services

Agreed-Upon Procedures

Get targeted, independent testing tailored to your specific needs and concerns.

Audit & Assurance

Uphold high standards for transparency and performance to reinforce compliance, accountability, and trust, including single audits and yellow book audits.

Business Valuations

Navigate complex financial decisions with data-driven insights.

Cybersecurity Risk

Take action to identify and minimize cyber risks before they lead to a breach.

Employee Benefit Plans

Plan, design, and administer the right retirement plan to invest in your team’s future or ensure compliance with audit and assurance requirements for your existing plan.

Internal Controls

Learn how to protect your organization from loss through theft, fraud or mismanagement.

International Tax

Position your nonprofit for global reach with international tax planning, transfer pricing, export incentives, and FATCA compliance.

Outsourced Accounting

Reach out for support with your budget, payroll, and AR/AP to keep operations running smoothly.

Process Optimization

Streamline workflows to reduce inefficiencies and free up resources.

Tax Services

From UBIT planning to 990 preparation and more, gain clarity with tax-exempt compliance.

“Our business’ non-profit and personal trust finances are complex and often challenging to navigate well. Impossible without PBMares’ assistance, support, knowledge and relationship for the last three years.”

~ Lighthouse Beacon Church Beacon Institute Foundation
Real Feedback. Real People.

“PBMares has gone above and beyond to accommodate and instruct us as our Board creates new challenges for us on a regular basis – especially on the accounting front.”

~ Madison House Autism Foundation
Real Feedback. Real People.

“We have a great relationship with PBMares. I am happy to share that we receive excellent customer service, in-person attention during our annual audits, quick responses when questions arise after audit season and are offered helpful recommendations when we may be looking for other services. This professionalism is appreciated. Thank you!”

~ Norfolk State University Foundation
Real Feedback. Real People.

“The PBMares Team always makes us feel like we’re their #1 priority.  They are responsive and proactive in communication and sharing information, attentive and focused in their field work, they are curious and kind to prioritize understanding and to position themselves as our partners in being good stewards of community resources.”

~ United Way of the Virginia Peninsula
Real Feedback. Real People.

“The expertise and guidance they provide is invaluable. The services they provide to us are of the highest quality and of superior performance. Their team provides support and guidance to us all year and continually keep us informed and educated. They always respond to us quickly. They provide CCEC with thorough, high quality audits helping to ensure compliance, accuracy, and reduce risk for our membership. We very much appreciate the work they do for us. In addition, they are personable and patient.”

~ Carteret-Craven Electric Membership
Real Feedback. Real People.
client loyalty benchmark

APPROACH TO CLIENT SERVICE

What can you expect from our Not-for-Profit team?

  • 75% of Not-for-Profit clients would recommend PBMares to friends or colleagues.
  • Clients comment on high-quality work and proactive service.
  • Working with our Not-for-Profit team, you’ll get a disciplined approach to delivering high-quality work with process and precision.

Not-for-Profit Industry Outlook

The not-for-profit industry stands at a crossroads of significant opportunity and considerable challenge. Superior financial and debt management ensures operational stability. Attracting local support and diversifying revenue sources are key components of a resilient financial strategy.

Recent Insights

Meet the Team

Bo Garner

CPA, MBA
Partner, Not-for-Profit Team Leader
Newport News

Amy Ginn

CPA
Senior Manager
Fairfax

Robin Lam

CPA
Director
Fredericksburg

Shawn Middleton

CPA
Partner
Newport News

Jon-Michael “Jonny” Rosch

CPA
Partner, Healthcare Team Leader
Fairfax

Edward Yoder

CPA, MSA
Partner
Harrisonburg

Thomas Capstick

CPA
Senior Manager
Norfolk