Nonprofit

nonprofit


NUMBERS PEOPLE WHO PUT PEOPLE FIRST.

Casey Peterson, Ltd. prides itself on putting people first. That’s why we value and support the services offered by nonprofit organizations. We’ve committed an entire team of CPAs, advisors, and experts to the financial management and strategic planning services of these important service entities.

OUR NONPROFIT TEAM

Between obtaining donations, training volunteers, organizing projects, and implementing an effective strategy, it’s tough to find time to handle the financial responsibilities that come with leading a nonprofit organization. That’s where we come in. We can handle the financial details related to audit, compliance, and tax issues, as well as train executives and employees in the functionality of accounting software for nonprofits.

Image of Deidre Budahl


Deidre Budahl, CPA, MBA, CGMA

Image of DeShayne Hoag


DeShayne hoag, cpa

Image of Devin Pfaff, CPA


Devin PFAFF, cpa

Image of Emily Morris, CPA


Emily MOrris, CPA


Contact Our nonprofit Team

Our nonprofit team puts in the time. We do the professional work and make time to personally volunteer for nonprofits. Let us join your team.

Contact Us


we provide the following services for nonprofits


NONPROFIT ENTITIES WE SERVE

  • Cultural Organizations
  • Advocacy Groups
  • Local Charities
  • Foundations
  • Healthcare Organizations
  • Affordable Housing Projects and more

  • Tools for Government and NonProfit Organizations

    Please visit our Resource Center to view a list of tools to assist you in preparing for an audit.


    PEER REVIEW: SYSTEMS OF QUALITY CONTROL

    Every three years, firms like Casey Peterson, Ltd. are required to have a peer review. We're proud to say that we received a pass rating in our most recent review. Read the full review.


    HBE LLP System Review Report

    “In our opinion, the system of quality control for the accounting and auditing practice of Casey Peterson, Ltd. in effect for the year ended March 31, 2020, has been suitably designed and complied with to provide the firm with reasonable assurance of performing and reporting in conformity with applicable professional standards in all material respects. Casey Peterson, Ltd. has received a peer review rating of pass.”

    - HBE LLP


    Nonprofit Insights

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    DON'T LIKE NUMBERS? WE DO.

    At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.

    We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

    If you want the same, we should talk.

    Contact Us