Fiscal Management Guidance for Mission-Driven Organizations

Serving nonprofits for over 25 years in accounting, tax, and regulatory compliance

Jones and Roth Nonprofit Services

As we engage in a comprehensive suite of compliance services, our nonprofit clients look to us to provide:

Specialized nonprofit accounting & audit expertise to meet compliance requirements

Fiscal management guidance for organizational excellence

Consulting value to run a better organization

Specialized Tax Guidance to meet regulatory requirements

Assurance and guidance to the board and to donors

Specialized services, guidance, and strategy for Affordable Housing stakeholders

Our Services

Financial and Consulting

  • Audits, reviews, and compilations of financial statements.
  • Single audits under OMB Circular A‐133 and the Uniform Guidance.
  • Preparation of federal and state information/tax returns.
  • Employee benefit plan audits.
  • Assistance with development and documentation of accounting policies and procedures.
  • Board training and development and retreat facilitation.
  • Staff training and development.
  • Strategic planning.


Forms 1099 Tutorial Videos (YouTube Playlist)

Showcase your upcoming Nonprofit Events

The Jones & Roth online Events calendar is open to our community. We will review each submission before publication.

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