At our core, we share your commitment to making a meaningful impact to our communities where we live and our world for the next generation. Together we can work to sustain your mission.
With our extensive expertise in working alongside nonprofit organizations, we are your trusted partner in navigating the complexities of financial reporting, tax compliance, and consulting services specific to the nonprofit sector. Together, we will unlock your organization’s full potential by addressing your unique accounting needs, enabling you to focus on what truly matters: transforming lives and uplifting communities.
Our deep understanding of the nonprofit landscape allows us to tailor our services to fit your distinct financial and tax reporting needs, as well as assist with a variety of other financial needs, such as budgeting, cash flow analysis, internal controls, board involvement, and accounting services. Our experience with a diverse array of nonprofits empowers us to deliver tailored insights and innovative strategies that drive real results.
Who We Serve
We work with a broad spectrum of nonprofit organizations—from educational and research institutions to health and human services, charities, advocacy groups, and community-based organizations. Our team understands the complex financial and regulatory landscape nonprofits face, and we provide tailored support in accounting, tax, and assurance to help you stay compliant, transparent, and mission-focused.”
Colleges, universities, and vocational schools Research organizations
Healthcare organizations
Voluntary health and welfare organizations
Social service organizations
National and local public charities
Foundations
Advocacy groups
Professional societies
National trade associations
Unions
Religious organizations
Fraternal organizations and private clubs
Private investors, funds, and syndicators supporting projects that fuel long-term community growth. We help you make sense of evolving tax credit rules so you can move forward with confidence and clarity.
As a leading provider of audit, accounting, and tax services for mission-driven organizations, our team provides the services necessary to keep you in compliance, and focused on growth.
We provide nonprofits with the assurance they need through audits, reviews, and compilations under FASB and GASB standards, as well as Single Audits under the Uniform Guidance. Our team also conducts compliance reviews of programs, contracts, and fundraising procedures to ensure accountability and alignment with federal, state, and local requirements.
From annual Form 990 preparation to UBIT compliance, we help nonprofits navigate the complexities of tax filings with confidence. Our services include cost allocation plans and reporting structures designed to keep your organization compliant, transparent, and prepared for regulatory scrutiny.
We partner with nonprofit leaders to strengthen financial stewardship through budgeting, analysis, and strategic planning. Whether you’re implementing new accounting standards or refining organizational development, we provide guidance that supports both day-to-day operations and long-term mission success.
Strong governance builds strong nonprofits. We offer board training, internal control evaluations, and policy development to help organizations enhance oversight, safeguard resources, and improve financial decision-making at every level.
Efficiency and accuracy are key to nonprofit success. Our team supports accounting software setup and training, along with practical services such as bookkeeping, payroll, and preparation of W-2s and 1099s—so your staff can focus on the mission while we keep operations running smoothly.
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Sorren’s Commitment to the Nonprofit Industry
Sorren is a member of the following associations, which help CPAs perform quality nonprofit audits and recognize firms with high professional standards. We utilize the resources of each association to access best practices guidance, technical updates, and regulatory developments.
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
