Top Non-profit Financial Planning Companies

Discover Financial Planning companies serving the Non-profit industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

Top Non-profit Financial Planning Companies

  1. Is this your business? Become an Edverise partner & Claim Now

    Established in 1945, Johnson O'Connor has evolved into a leading accounting and consulting firm in the Greater Boston region. We offer a wide array of services, including tax solutions, assurance services, strategies for mergers and acquisitions, business consulting, and financial planning. Our clie


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Wakefield, Massachusetts, Us

    Services Provided+1 Services
    30% Accounting Services
    20% Tax Consulting
    20% Financial Planning
    20% Business Consulting Services
    AI Summary

    Established in 1945, Johnson O'Connor Feron & Carucci provides comprehensive accounting, tax, consulting, and financial planning services to middle-market and family businesses in Greater Boston.

  2. Is this your business? Become an Edverise partner & Claim Now

    In a landscape where many CPA firms focus solely on tax software, we at DCG take a different approach. We have positioned ourselves as leaders in offering comprehensive finance and accounting services, guided by an experienced CFO. Our objective as a professional CPA firm is to minimize the risks th


    Highlights

    50-249

    Employees

    Phoenix, Arizona, Us

    Services Provided+1 Services
    49% Accounting Services
    11% Accounting System Integration
    15% Financial Planning
    15% Tax Planning
    AI Summary

    DCG is a professional CPA and management consulting firm offering comprehensive finance and accounting services with expert oversight, ensuring accurate, efficient handling of complex financial needs.

  3. Is this your business? Become an Edverise partner & Claim Now

    We are trustworthy and friendly CPAs dedicated to offering straightforward solutions for intricate accounting challenges. Our services aim to help small businesses and individuals achieve their financial objectives. Collaboration is at the heart of our daily operations.


    Highlights

    10-49

    Employees

    Huntsville, Alabama, Us

    Services Provided
    69% Accounting Services
    20% Accounting System Integration
    11% Financial Planning
    AI Summary

    Bearden Stroup & Associates, CPAs provides trustworthy, straightforward accounting, payroll, bookkeeping, and tax services, helping small businesses and individuals achieve financial goals with collaborative support.

  4. Goldburd & Co. logo
    Goldburd & Co.Profile set up by Edverise AI
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    Goldburd and Co. LLP is a comprehensive accounting firm based in New York City, dedicated to providing more than standard auditing, accounting, and tax services. We focus on minimizing tax liabilities, addressing tax-related concerns, streamlining financial audits, and planning for sustainable futur


    Highlights

    $1,000+

    Min Project Size

    2-9

    Employees

    New York, New York, Us

    Services Provided
    39% Accounting Services
    20% Audit Services
    30% Tax Consulting
    11% Financial Planning
    AI Summary

    Goldburd & Co. LLP is a New York-based accounting firm offering auditing, tax planning, and financial services, emphasizing tax minimization and sustainable global growth for clients.

  5. Is this your business? Become an Edverise partner & Claim Now

    Since Helmer Raphael established Raphael and Raphael over 70 years ago, many changes have occurred. The business landscape has grown more intricate, and our clients now have a wider range of needs than ever before. To address these requirements, we have transformed into a firm that provides a full s


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Boston, Massachusetts, Us

    Services Provided
    39% Tax Preparation Services
    30% Audit Services
    20% Business Consulting Services
    11% Financial Planning
    AI Summary

    Raphael and Raphael offers comprehensive services in tax, audit, consulting, and personal financial planning, leveraging innovative methods to efficiently meet diverse client needs for over 70 years.

  6. Is this your business? Become an Edverise partner & Claim Now

    Situated in Birmingham's core, Tax Care Accountants is an expanding accounting firm focusing on small to medium-sized enterprises (SMEs) and contractors. We take pride in supporting our local business community by offering personalized business assistance, ensuring healthy cash flow, and facilitatin


    Highlights

    $1,000+

    Min Project Size

    < $25/hr

    Avg Hourly Rate

    2-9

    Employees

    Birmingham, England, Gb

    Services Provided
    69% Accounting Services
    20% Business Consulting Services
    11% Financial Planning
    AI Summary

    TaxCare Accountants in Birmingham specializes in supporting SMEs and contractors with personalized cloud-based accounting solutions, enhancing financial management and promoting business growth in a digital economy.

  7. Javnick Financial logo
    Javnick FinancialProfile set up by Edverise AI
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    Certified accountant with expertise in nonprofit and business sectors. I provide financial planning strategies, bookkeeping services for nonprofits, efficient payroll solutions, budget development and oversight, grant tracking, and business management methods. Additionally, I offer bookkeeping for s


    Highlights

    $250,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Services Provided+1 Services
    39% Accounting Services
    20% Payroll Services
    11% Financial Planning
    20% Bookkeeping Services
    AI Summary

    Javnick Financial is a certified accounting firm offering comprehensive financial planning, bookkeeping, payroll, tax preparation, and business management services tailored for nonprofits and small businesses.

  8. Is this your business? Become an Edverise partner & Claim Now

    Outsourced Finance is a CPA-led accounting firm based in Canada, focusing on bookkeeping, tax services, and virtual CFO support for small to mid-sized businesses, startups, and professional service firms. Located in Thornhill, Ontario, we assist entrepreneurs in achieving financial clarity through p


    Highlights

    $25-49/hr

    Avg Hourly Rate

    2-9

    Employees

    Services Provided
    49% Accounting Services
    20% Payroll Services
    20% Tax Preparation Services
    11% Financial Planning
    AI Summary

    Outsourced Finance Professional Corporation is a Canadian CPA-led firm providing bookkeeping, tax, and virtual CFO services to small and mid-sized businesses, enhancing financial clarity with cloud-based solutions.

  9. Is this your business? Become an Edverise partner & Claim Now

    Our mission is to assist growth-stage companies in managing the detailed financial aspects necessary to bring their visions to life. While we provide standard services like bookkeeping, payroll, tax preparation, and financial statements, we differentiate ourselves from traditional accounting firms b


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    2-9

    Employees

    Chicago, Illinois, Us

    Services Provided+1 Services
    30% Bookkeeping Services
    20% Payroll Services
    20% Tax Preparation Services
    15% Financial Planning
    AI Summary

    Pasquesi Partners LLC offers growth-stage companies comprehensive digital accounting with education, strategy, and automation, enabling optimized cash flows, scalable finances, and founder-friendly financing.

  10. Acclarity logo
    AcclarityProfile set up by Edverise AI
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    Acclarity is an accounting and consulting firm that boasts a national team of experts with international consulting experience, addressing intricate financial and operational issues across various sectors. Their adaptable service model allows them to offer tailored solutions to the Office of the CFO


    Highlights

    50-249

    Employees

    Fort Lauderdale, Florida, Us

    Services Provided+1 Services
    33% BI & Big Data Consulting & SI
    33% IT Compliance & Governance
    15% Accounting Services
    12% CFO Services
    AI Summary

    Acclarity delivers expert accounting and consulting services nationwide, offering tailored financial solutions and strategic advisory across diverse sectors for organizations including startups, non-profits, and private equity firms.

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