For professionals
Add a CPA-backed Form 990 analysis to your client services
Without building the review system yourself, hiring for nonprofit tax, or telling a client you will get back to them about their 990.
Who this is for
- CPA firms without a nonprofit specialty
- Fractional CFOs
- Nonprofit consultants
- Grant consultants and grant writers
- Bookkeepers serving nonprofit clients
- Foundations and giving circles reading grantee filings
- Your name on the report
- Your practice name, logo and colour on the page your client opens, on the PDF and in the email telling them it is ready. Set once in your portal and applied to everything sent after that.
- One portal for every client filing
- Send returns in a batch, see them all in one place, and hand each client a private link when it is ready.
- A CPA reads anything flagged
- Every report with a red flag is read by a licensed CPA before it leaves, whoever the report is branded for. That is the part you would otherwise have to build.
- Fifteen reports a month included
- Past fifteen, extra reports in a batch are priced before the returns go in, and the payment is verified before any work starts.
The one line that is not yours to change
Every branded report names R.S. McDuffie CPA & Associates as the firm that produced the analysis and performed the review. The nonprofit reading it did not choose us, and is entitled to know whose professional work it is. Everything else on the page is yours.
Looking to refer clients rather than serve them yourself? The referral partner program pays a commission on every payment for a year. It is a different programme from this one.