Melinda Williams, CPA, PLLC

Our team is ready to provide your nonprofit with financial support, keeping your back-office front-and-center.  Whether you need a bookkeeper, accountant, controller, CFO, or a full outsourced accounting department, we are ready to help! 

Build your mission on a foundation of financial clarity and compliance.  

Launching a nonprofit is exciting but navigating the financial and regulatory landscape can be overwhelming.  We offer specialized accounting services designed to support new nonprofits from formation through their first few years of growth.

Our Start-Up Support Includes:

• Initial chart of accounts setup, tailored to nonprofit reporting and grant tracking
• State and federal registration guidance, including EIN, 501(c)(3) application, and charitable registration
• QuickBooks Online setup, customized for fund accounting and donor reporting
• Policy templates for internal controls, expense approvals, and board oversight
• Board education and financial literacy support to empower leadership with clear actionable insights

Why it Matters:

Early-stage nonprofits face unique challenges, limited resources, evolving governance, and high expectations from funders.  We help you build defensible systems, avoid costly missteps, and communicate your financial story with confidence.

Optional Add-Ons:

• Budgeting tools and grant tracking templates
• Modular onboarding kits for new board members or staff

Whether you are applying for your first grant or preparing for your first audit we're here to help you grow with clarity, compliance, and heart.

Form 990 isn’t just a tax form—it’s a window into your nonprofit’s purpose, leadership, and financial integrity. We help you craft a clear, compliant filing that protects your exempt status and showcases your commitment to transparency and good governance.

Financial Statement Preparation--Supporting Your Business Growth

Your CPA provides customized financial statement preparation to give you clear and timely insights into your business’s financial position—much like having an in-house controller or CFO. Whether monthly, quarterly, or annually, these statements help you effectively manage operations and meet lender documentation needs.

Prepared according to recognized financial reporting standards, these statements reflect your records and offer essential financial clarity to guide your decisions. While no formal assurance report is issued, this service equips you to confidently share key financial information with partners and lenders. 

By combining this with bookkeeping or transaction processing services, you receive flexible, ongoing financial visibility tailored to your business needs—helping you steer your company forward with confidence.

CPA Compilation Service--Building Credibility with Clear Financial Presentation

Our CPA compilation service presents your financial statements in a professional format that highlights your association with a trusted CPA. This service is ideal for nonprofits seeking initial or smaller financing amounts or fulfilling lender or grantor requirements when no formal audit or review is needed. 

Your CPA reviews the statements to ensure they appear appropriate and free from obvious errors but does not verify the data or express an opinion on the financials. The compilation report clearly states this, providing transparency and professionalism to support your financial interactions.

By choosing this service, you gain a formalized financial statement package that strengthens your business credibility and helps meet lender or grantor expectations with confidence.

CPA Review Service--Enhancing Trust in Your Financial Information

Our CPA review service provides you with limited assurance that your financial statements are accurate and reliable, offering peace of mind as you make important business decisions. This service involves analytical procedures and inquiries tailored to your industry and business, helping identify areas where errors might occur without the full scope of an audit.

Unlike an audit, a review does not require deep testing of internal controls or detailed verification of records, but your CPA will issue a formal report highlighting if any significant adjustments are needed to ensure your statements comply with financial reporting standards.

  A nonprofit may need a review in order to meet grant and donor requirements, debt covenant requirements, accreditation for certain organizations, or to be able to provide a more cost-effective alternative to an audit to instill confidence in financial reporting.  This service strengthens your financial credibility and equips you with greater confidence to evaluate performance and plan strategically for the future.

Need clarity on a specific financial matter without the expense of a full audit?  Our Agreed-Upon Procedures (AUP) service offers a flexible, efficient solution.  We work with you to define exactly what needs to be examined—nothing more, nothing less.

Common AUP scenarios include:

• Verifying compliance with contracts, grants, or loan agreements
• Due diligence 
• Internal control evaluation
• Fulfilling regulatory or lender requirements

Why choose AUPs?
You get factual, objective results tailored to your exact needs—delivered fast and at a lower cost. Think of it as precision auditing with no wasted effort.