Not-For-Profit and Education

At the center of your nonprofit is the desire to keep going against all odds to fulfill a unified goal. Sometimes, that focus can become clouded by compliance, governance and operational and financial decisions. Having the right team with the experience and knowledge to help tackle hurdles nonprofits face can free up your time and resources, letting you stay focused on the heart of the matter — your mission.

Our Not-for-Profit Industry Expertise

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Not-for-Profit Industry Challenges and Trends

Nonprofit organizations receiving federal funding must navigate evolving Uniform Guidance requirements, grant regulations and reporting standards. Withum helps organizations manage government-funded programs and single audits to strengthen compliance and mitigate risk, enabling you to maintain funding and stay focused on your mission.

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Keep your work environment and information secure. Invisible threats are always looming. It’s vital to safeguard your financials, contacts and maintain the integrity of your systems to prevent irreversible damages. Step one: understand the underlying dangers. Step two: eradicate them.

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Nonprofit outsourced accounting and finance options are readily available no matter the life stage of your organization. We can improve your workflow, streamline resources and offer advice and support to help you stay focused on what’s important – your people and your mission.

Outsourced Accounting Systems and Services (OASyS)

Fluid communication, automated processes and streamlined inefficiencies are vital to your organization’s longevity. Learn how integrating Microsoft 365 and Teams or an Enterprise Resource Planning (ERP) tool can help your school or nonprofit keep productivity up and inefficiencies down.

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When dealing with healthcare and insurance claims, weaknesses in nonprofit revenue cycles can leave dollars on the table for the organization’s funding and daily operations. Periodic revenue cycle assessments encourage stronger process management and lead to a healthier bottom line.

Healthcare Revenue Cycle Management Services

Whether you are a start-up and need help structuring the correct entity type, or you are an established nonprofit looking to discuss risk exposure, unrelated business activities, 990 preparation and presentation, benchmarking or improving your watchdog ratings, our tax team is here to help.

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Not-for-Profit Insights

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Civic Warriors

We bring the conversation to you, sharing relatable stories that motivate and build consensus in the nonprofit community. Experience what it takes to make an impact and become a true Civic Warrior.

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NJBIZ Names James Trubenbach-Byrne to 2026 People to Watch in Finance List

As a partner and leader within the Firm’s Healthcare and Not-For-Profit Services Teams, James serves healthcare organizations, not-for-profit entities, educational institutions and recipients of governmental funding. He specializes in providing audit services to complex healthcare and nonprofit organizations, helping leadership teams strengthen internal controls, improve operational efficiency and make informed business decisions. James works closely…

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When nonprofit boards review executive compensation, having the right data, independent oversight and thorough documentation can make all the difference.
Presumed Reasonable: How Nonprofits Earn the Benefit of the Doubt on Executive Pay

When was the last time your organization analyzed whether its executive compensation was reasonable? If the honest answer is “a few years ago” or “I am not sure,” your organization may not be alone. And while it may seem counterintuitive, the IRS is not especially interested in whether you pay your executive director too much,…

How We Can Help Your Not-for-Profit Organization

At Withum, we understand that today’s not-for-profit organizations face a unique combination of financial, operational and regulatory challenges. From staffing constraints and budget pressures to grant compliance, governance responsibilities and evolving reporting requirements, leaders are expected to do more with fewer resources while remaining focused on their mission. Withum’s Not-for-Profit and Education Services Team serves organizations of all sizes across a wide range of sectors, providing specialized accounting, tax, advisory and technology consulting solutions tailored to your needs.

Our professionals bring deep industry knowledge, practical experience and a forward-thinking approach to every engagement. Whether you’re navigating complex regulations, pursuing strategic initiatives or preparing for the future, we’re committed to helping your organization achieve its mission and maximize its impact.

Not-for-Profit Advisory Services

Why Not-for Profit Organizations Choose Withum

Decades of Experience

50 years as a leading provider of accounting and advisory services to the not-for-profit industry.

Mission‑Critical Support

Strengthening not‑for‑profit organizations so leadership teams can remain focused on what matters most — their missions.

Advisory Beyond Accounting

Tailored services extend beyond traditional accounting to address a wide range of organizational and operational needs.

Dedicated Specialists

More than 250 professionals dedicated to serving not-for-profit organizations, providing services that include financial statement audits, Single Audits, Form 990 preparation and tax compliance, outsourced accounting services and cybersecurity assessments.

Global Experience at Scale

Serving more than 1,800 organizations locally and globally, we support a wide range of entities — from social service agencies and educational institutions to emerging nonprofits and organizations with over $1 billion in revenue.

Not-for-Profit Case Studies

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A Not-for-Profit Enhances Organizational Sustainability Through Strategic Succession Planning

Learn how a non-profit organization facing employee retirements optimized operations, mitigated risks and built a foundation for long-term success through a structured non-profit succession planning strategy.

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A Not-for-Profit’s Success Story of Strengthening Impact through Enterprise Risk Management

Learn how a not-for-profit organization aligned risk strategy with its mission for greater impact.

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Not-For-Profit Company Achieves Significant Cost Reduction

Learn how a non-profit organization achieved significant cost reduction, enhanced end-user experience and established a true identity security system with Azure AD, part of Microsoft Entra.

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New Scalable Data Solution Powered by Microsoft Azure Data Factory Saves Not-For-Profit 95% in Maintenance Costs

Learn how a not-for-profit education company avoided massive challenges by using Microsoft Azure Data Factory and reduced their data pipeline cost by 95%.

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Giving Back in More Ways Than One

Delivering on our promise to always give back to the communities in which we live and work, you’ll see our team members volunteering at local nonprofits, serving on boards and committees – doing our part every day to make a difference.

Annual Week of Caring
Civic-Warriors

Join Us on Civic Warriors

Are you interested learning more about our Civic Warriors podcast, and possibly being a future guest? Join us for an episode to share your story in the not-for-profit industry.

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Connect with Our Nonprofit Leaders

Brad-Caruso_Web
Partner, Practice Leader, Not-For-Profit and Education
East Brunswick, NJ
Shawn-Gillon_Web
Partner, Audit Team Leader
East Brunswick, NJ
israel tannenbaum headshot
Partner, Lead, Tax Exempt Services
New York, NY
Ryan-Caster_Web.
Partner
Buffalo, NY
Eric-Strauss_Web
Partner, Team Leader, Government
Philadelphia, PA
Joe-Perez_Web
Partner
East Brunswick, NJ
Zachary-LaFlash_Web
Partner
Braintree, MA
Lauren-Naples_Web
Partner, Team Leader, Franchise
Red Bank, NJ
_Amanda Romond_Proposal (2)
Partner, Team Leader, Foundations
Princeton, NJ – Corporate Headquarters
Devin-Desmond_Web
Partner, Team Leader, Community Based Organization
East Brunswick, NJ
Mike-Pintabone_Web
Partner
East Brunswick, NJ
Vicki Raivitch headshot
Partner
Philadelphia, PA
melissa dunn headshot
Partner
Philadelphia, PA
Erik-Halluska_Web
Partner, Team Leader, Vacation Ownership and FQHCs
Orlando, FL
Joe-Cover_Web
Partner
Orange County, CA
adam watson headshot
Partner
Philadelphia, PA
brian page headshot
Partner
Philadelphia, PA
Michelle-Sullivan_Web
Partner
Buffalo, NY
todd levey headshot
Partner
Baltimore, MD
nicole riley headshot
Partner
Houston, TX
emily smikal headshot
Partner
Houston, TX
Jeremy-Meisal_Web
Principal
New York, NY
Jim-Mulroy_Web
Partner, Team Leader, Affordable Housing
East Brunswick, NJ

Contact Us

For more information or to discuss your business needs, please connect with a member of our team.