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TOP 30 Nonprofit financial advisor in Virginia
26 results found
Search for local businesses, places and services near you
DeLeon & Stang, CPAs & Advisors
DeLeon & Stang, CPAs & Advisors is a professional institution located at 210 Wirt Street Southwest, Leesburg, Virginia, United States. Specializing in accounting and finance, they offer easy-to-work with professionals and hard-to-beat business advisory services. Their expertise ranges from risk management and process improvement to entity structure and exit strategies. With a team of experienced professionals, DeLeon & Stang is dedicated to helping clients succeed in all aspects of their business. Contact them at their Frederick, Leesburg, or Gaithersburg locations for expert advice and services.
Stax Advisors
Located at 3101 Yew Grove Place in Dumfries, Virginia, Stax Advisors is a reputable accounting and finance institution that has been serving clients in the Northern Virginia region since 2017. Specializing in providing comprehensive financial services to individuals, small businesses, nonprofits, and more, Stax Advisors prides itself on its versatility and ethical practices in the field of accounting. With a strong emphasis on incorporating modern Financial Information Technology into their services, Stax Advisors assists clients with a wide range of financial needs, including bookkeeping, tax preparation, and financial analysis. Their team of experienced professionals is dedicated to helping clients maximize their profits and make informed financial decisions.
Arabella Advisors
Arabella Advisors is a finance institution located at 1828 L Street Northwest in Washington, DC. They specialize in providing strategic guidance and financial services to clients in the nonprofit and social impact sectors. With a team of experienced advisors, Arabella Advisors helps organizations achieve their goals and make a positive impact on society. Their expertise in finance and philanthropy sets them apart as a trusted partner for those looking to create meaningful change in the world.
Merrill Lynch Financial Advisor John Maguire Heckler
Merrill Lynch Financial Advisor John Maguire Heckler, located at 1152 15th Street Northwest in Washington, D.C., is a finance institution dedicated to providing exemplary client service. John, who joined Merrill in 2008, specializes in creating strategic financial strategies for foundations, charities, affluent families, and nonprofit organizations. He also offers guidance to corporate executives, business owners, professionals, and entrepreneurs, focusing on customized wealth management strategies tailored to each client's unique needs. John and his team take the time to understand each client's whole life in order to establish objectives, develop appropriate strategies, and make recommendations that align with their investment goals. As part of the Merrill Lynch Wealth Management team, John conducts regular reviews to track progress towards reaching financial goals and adjusts strategies as needed. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By focusing on the things that matter most to his clients - family, goals, and priorities - John helps them achieve their financial aspirations through a personalized approach. With access to investment insights from Merrill and banking solutions from Bank of America, John works with clients to develop strategies that address their financial needs and adapt to changes in their lives or the market. As a Merrill advisor, John puts his clients first, offering guidance based on their goals and priorities to help them navigate the complexities of their financial lives. Through one-on-one relationships and personalized investment strategies, John and his team help clients pursue their goals and achieve financial success.
Signature Family Wealth Advisors
Signature Family Wealth Advisors is a finance institution located at 410 East Water Street in Charlottesville, Virginia, United States. They offer discretionary investment management services for private clients, as well as sophisticated partner services for individuals, families, and professional single family offices. They also cater to endowments, foundations, nonprofits, investment consultants, pension funds, and various financial intermediaries. The institution, part of Brown Advisory, provides distinct and packaged investment solutions for RIAs, broker-dealers, private banks, and investment platforms. Their team of experienced professionals work to deliver first-rate investment performance, strategic advice, and the highest level of service to help clients achieve their long-term financial goals. With offices in multiple locations across the globe, Signature Family Wealth Advisors serves clients in 50 states and over 49 countries and territories.
Money Management International
Money Management International (MMI) is a nonprofit institution located at 5680 King Centre Drive in Alexandria, Virginia, United States. MMI offers financial education and counseling services to individuals facing challenges with debt, budgeting, housing, and student loans. Whether you prefer in-person appointments, phone consultations available 24/7, or online counseling at your own pace, MMI is dedicated to helping you achieve financial stability. With a focus on empowering individuals to take control of their finances, MMI is here to provide support and guidance every step of the way.
CST Group, CPAs, PC
CST Group, CPAs, PC is a trusted accounting and finance institution located at 10740 Parkridge Boulevard, Reston, Virginia, United States. Since 1973, our expert CPA firm has been providing top-notch accounting, business advisory, and tax services to businesses in the Washington DC metro area. We specialize in helping a variety of industries, including real estate, nonprofit organizations, healthcare, construction, high-tech firms, and professional service firms. Our team of accountants delivers optimal tax services and financial solutions, guiding our clients to make smart business decisions and stay compliant with industry standards. We also offer expert advice and support to help entrepreneurial clients grow their businesses successfully. Additionally, we stay up-to-date on the latest IRS regulations, such as the new threshold for electronically filing information returns and the voluntary disclosure program for employers with questionable ERC claims. Let CST Group help your business thrive - contact us today to get started on your path to success.
Raffa Investment Advisers
Raffa Investment Advisers is a finance institution located at 1899 L Street Northwest, Washington, District of Columbia, United States. Specializing in serving nonprofits and associations, Raffa's team of qualified advisors align investment strategies with mission goals. With over five years of experience, they provide education and guidance to boards and finance committees. Clients praise Raffa for their outstanding communication, responsiveness, and high-quality reporting. The Human Services Center has trusted Raffa Investment Advisers with their assets since 2017, highlighting the team's exceptional communication and personalized approach. Other clients have been with Raffa for over ten years, praising their knowledge, responsiveness, and guidance through retirement planning and investment strategies. Raffa's annual Study on Nonprofit Investing (SONI) provides valuable data on nonprofit investment practices.
TrimnerBeckham, PLLC
TrimnerBeckham, PLLC is a reputable accounting and finance institution located at 1750 Tysons Boulevard in McLean, Virginia, United States. Specializing in tax consulting and compliance solutions for nonprofit organizations, TrimnerBeckham is dedicated to helping tax-exempt organizations file accurate and complete tax returns. Their services not only ensure compliance with tax laws but also enhance the public image of their clients. With a focus on serving the Washington DC metropolitan area, TrimnerBeckham is committed to providing top-notch financial solutions to nonprofit organizations.
TrimnerBeckham, PLLC
TrimnerBeckham, PLLC is a reputable accounting and finance institution located at 1717 K Street Northwest in Washington, District of Columbia, United States. Specializing in tax consulting and compliance solutions for nonprofit organizations, TrimnerBeckham is dedicated to helping tax-exempt entities file precise and thorough tax returns that bolster their reputation within the community. With a focus on accuracy and integrity, TrimnerBeckham is a trusted partner for nonprofit organizations seeking expert financial guidance.
CarterHutchings
CarterHutchings, located at 950 North Washington Street in Alexandria, Virginia, is a leading institution in accounting and finance. Founded by Cheryl Carter Hutchings, a seasoned CPA with over 20 years of experience in nonprofit and small business financial management, CarterHutchings offers virtual accounting and business advisory services tailored to each client's unique needs. Cheryl's background includes working in both for-profit and nonprofit finance roles, including serving as CFO of a charter school network. She is dedicated to using technology to simplify her clients' financial management processes. With a degree in Accounting from the College of William & Mary and an MBA from Virginia Tech, Cheryl is committed to providing top-notch financial services to her clients.
Wegner CPAs
Wegner CPAs is a reputable accounting and finance institution located at 419 North Lee Street in Alexandria, Virginia, United States. With a team of experienced professionals, Wegner CPAs offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual, small business, or corporation, Wegner CPAs is dedicated to providing top-notch financial services to meet your needs.
Non Profit Accounting
Non Profit Accounting is a leading institution located at 1025 Connecticut Avenue Northwest in Washington, District of Columbia, United States. Our organization specializes in providing expert accounting services tailored specifically for non-profit organizations. With years of experience and a dedicated team of professionals, we are committed to helping non-profits thrive by ensuring accurate financial reporting, compliance with regulations, and strategic financial planning. Trust Non Profit Accounting to handle all your accounting needs with precision and care.
Etiendem CPA
Etiendem CPA is a reputable accounting and finance institution located at 2807 North Parham Road, Richmond, Virginia, United States. Our team of experienced accountants and advisors specialize in providing financial services to nonprofit organizations, entrepreneurs, businesses, and their owners. We understand that each business is unique, which is why we tailor our strategies to best suit your individual needs. Our range of services includes Governmental Audit, General purpose Audit, Review, Compilation, and Agreed-Upon Procedures. We also assist in preparing and filing federal and state tax returns for nonprofit organizations, businesses, partnerships, and individuals.
PBMares, LLP
PBMares, LLP is a leading accounting and finance institution located at 560 Broadview Avenue in Warrenton, Virginia, United States. With a team of experienced professionals, PBMares, LLP offers a wide range of services including auditing, tax planning, financial consulting, and more. Their commitment to excellence and client satisfaction has earned them a reputation as a trusted advisor in the financial industry. Whether you are a business owner, individual, or nonprofit organization, PBMares, LLP is dedicated to helping you achieve your financial goals.
Asset Management Consultants-Va
Asset Management Consultants-Va is a trusted institution located at 12841 Fitzwater Drive in Nokesville, Virginia, United States. Specializing in asset recovery, the team excels in identifying and reclaiming cash and cash-convertible municipal assets for clients nationwide. With expertise in building, development, auditing, data analysis, and asset reclamation, Asset Management Consultants is the perfect partner for businesses of all sizes. For over 30 years, Asset Management Consultants has successfully helped Fortune 500 companies, small businesses, nonprofits, and individuals recover their assets. Their customer-centric approach and strong relationships with municipalities ensure excellent results for their clients. Founded by a builder and developer who saw the need for their services, Asset Management Consultants prioritizes maintaining professional relationships with local municipalities to facilitate the release of clients' assets without impacting future business opportunities.
Thompson Greenspon
Thompson Greenspon is a leading accounting and finance institution located at 4035 Ridge Top Road in Fairfax, Virginia, United States. Our dedicated team prioritizes your personal and business objectives to create tailored solutions for your tax, audit, accounting, and consulting needs. With nearly 70 years of experience, we offer a wide range of services including assurance services, audits, business assistance, and expert guidance for starting a business or strategic planning. Our focus is on helping you achieve your big goals without worrying about day-to-day financial tasks like bookkeeping, payroll, and taxes. We work closely with you to ensure you have a solid plan in place that meets regulatory requirements.
Campion Asset Management, Llc
Campion Asset Management, LLC is a finance institution located at 3141 Fairview Park Drive in Falls Church, Virginia, United States. Our focus is on protecting the assets you cherish most. We are dedicated to serving our clients' best interests with independence, integrity, and innovation. Acting with integrity, competence, and ethical behavior, we prioritize our clients' interests above our own. Our passion for investments and pursuit of excellence drives us to constantly improve our people, processes, and performance. As fiduciaries, we uphold the integrity of the investment profession and always strive to enhance our professional competence. We provide the highest level of client service through in-person portfolio reviews, clear explanations, and prompt follow-up. Campion Asset Management specializes in providing independent and objective investment advice, managing investment portfolios for individuals, families, and nonprofit organizations.
CAPTRUST
CAPTRUST, located at 15C North Randolph Street in Lexington, Virginia, is a finance institution that offers comprehensive solutions for individuals, retirement plan sponsors, endowments, foundations, and more. Our office provides services such as committee education, donor development, OCIO services, performance reporting, and investment management for our nonprofit clients. We also support employer organizations through fiduciary partnerships, plan design optimization, and financial wellness programs. Whether you need wealth planning, portfolio management, family governance assistance, or other financial services, our advisors are here to help. With a centralized model, CAPTRUST has the flexibility and resources to prioritize your success. Join us for webinars on industry insights, fiduciary liability, and navigating volatility in the nonprofit sector. Experience the CAPTRUST difference for yourself and let us help you achieve your financial goals.
Charles Bridwell, CPA & Associates, PC
Charles Bridwell, CPA & Associates, PC is a reputable accounting and finance institution located at 146 East Jackson Street in Gate City, Virginia, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses. Whether you need tax preparation, financial planning, or bookkeeping services, Charles Bridwell, CPA & Associates, PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in financial management.
BDO
BDO, located at 300 East Main Street in Norfolk, Virginia, is a leading institution in the fields of accounting and finance. At BDO, businesses can learn about emerging trends, regulatory updates, and tips to maximize the benefits of legal tech. The institution helps businesses enable new growth, find competitive advantage, and energize their business strategy with valuable data. Business leaders can discover how to lead their organizations towards stability and growth, navigate risks and opportunities, and embrace the future of internal audit using a comprehensive AI Strategy Playbook. BDO offers purpose-driven strategies that give participating U.S. employees a shared stake in the firm's success. The institution provides insight and assessment to clients in Norfolk and throughout coastal Virginia, catering to industries such as healthcare, government contracting, real estate, auto dealerships, and nonprofits. The Norfolk office offers partner-led teams of seasoned professionals who help businesses adjust to market shifts and opportunities with tailored strategies.
Brown Advisory
Brown Advisory is a finance institution located at 424 Hull Street, Richmond, Virginia, United States. They offer discretionary investment management services for private clients, individuals, families, professional single family offices, endowments, foundations, nonprofits, investment consultants, pension funds, financial institutions, wealth managers, fund managers, RIAs, broker-dealers, private banks, investment platforms, charities, and more. With a focus on delivering top-notch investment performance, strategic advice, and exceptional client service, Brown Advisory helps clients navigate complex challenges and achieve long-term financial goals. With offices in various locations around the world, Brown Advisory serves clients in 50 states and over 49 countries and territories, with over 850 colleagues who are all equity owners of the firm.
Matthews, Carter & Boyce, P.C.
Matthews, Carter & Boyce, P.C. is a renowned accounting and finance institution located at 12500 Fair Lakes Circle, Fairfax, Virginia, United States. With over 75 years of exceptional service, MCB prides itself on being expert financial and tax strategists, trusted by a diverse range of clients as their strategic advisors. The firm is known for its personalized attention, expert accounting, and tax services, as well as its long-term commitment to clients as CPAs and advisors. At MCB, clients are not just a number; they are valued relationships where open communication and collaboration are key. The firm's team of highly skilled professionals is dedicated to exceeding client expectations and enhancing the growth and success of organizations in various industries. MCB offers outsourced accounting and advisory services to nonprofit organizations, government contractors, and closely held businesses, allowing clients to focus on growing their businesses while experienced CPA professionals address critical needs.
Smith Accounting and Tax LLC
Smith Accounting and Tax LLC is a finance institution located at 10035 Sliding Hill Road, Ashland, Virginia, United States. With over 30 years of experience, our team at RBI Services is like having family guarding what matters most to you. We offer a wide range of services including business insurance, auto insurance, home insurance, life insurance, accounting, bookkeeping, payroll, tax preparation, and human resources. Our goal is to provide one-stop shopping for all your financial needs. At Smith Accounting and Tax LLC, we prioritize relationships and personal connections with our clients. We are always looking out for you and will remind you when it's time to update your financial security. Our dedicated team is committed to serving nonprofits, small and medium businesses, and individuals in Virginia.
YHB | CPAs & Consultants
YHB | CPAs & Consultants is a leading certified public accounting and consulting firm located at 3110 Fairview Park Drive, Falls Church, Virginia. Established in 1947, YHB offers comprehensive accounting, auditing, tax, wealth management, and risk advisory services to clients. The firm serves individuals, estates, trusts, nonprofits, and businesses in various industries such as retail and healthcare. At YHB, we go beyond just being a tax accountant. We are your trusted advisor, providing solutions to help you grow confidently. Our services include tax advisory, bookkeeping, and financial statement audits. We explain the numbers and findings in a way that helps you make better business decisions.
Cherry Bekaert
Cherry Bekaert is a leading CPA firm located in Tysons, Virginia, United States. We provide a comprehensive range of accounting, tax, audit, and advisory services to a diverse client base, including multinational corporations, private businesses, nonprofit organizations, and more. Our team of certified public accountants and tax advisors has been delivering high-quality accounting services for over 75 years. We offer innovative, digitally-enabled solutions and industry-aligned services to help guide middle market companies on their path to digital transformation. Our risk management consulting services for the financial services industry are designed to assist clients in navigating complex compliance regulations and audit requirements. Additionally, we provide guidance through the loan forgiveness documentation process and offer assistance with the Expanded Employee Retention Credit (ERC).
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