Nonprofit Audit Services

Audit support tailored to your mission, your board, and your funding requirements

Audit support tailored to your mission, your board, and your funding requirements

Hands-On Partner
Involvement
Clarity for
Funders & Boards
Respect for Your
Team’s Time

Hands-On Partner Involvement

Clarity for Funders & Boards

Respect for Your Team’s Time

Built for Mission-Driven Organizations

Your nonprofit is doing important work, but to keep growing, your financials must earn the trust of funders, boards, and regulators.

Audits don’t have to be a burden. With the right partner, they can become an empowering part of your growth.

We’re experienced in conducting audits under Government Auditing Standards (Yellow Book) and Uniform Guidance (formerly known as Single Audits), and we understand the reporting expectations that come with restricted funding, board oversight, and regulatory compliance.

Whether you’re preparing for your first audit or managing multiple programs and grants, we’ll provide reliable, respectful support that builds clarity and trust.

What You Can Expect

  • Hands-On Partner Involvement – You’ll work directly with a partner who understands the nonprofit environment and guides your engagement from start to finish.

  • Clarity for Funders & Boards – We know what your stakeholders expect and make sure your reporting supports your credibility.

  • Respect for Your Team’s Time – We communicate clearly, plan ahead, and avoid last-minute surprises.

What You Can Expect

  • Hands-On Partner Involvement –You’ll work directly with a partner who understands the nonprofit environment and guides your engagement from start to finish.

  • Clarity for Funders & Boards – We know what your stakeholders expect and make sure your reporting supports your credibility.

  • Respect for Your Team’s Time – We communicate clearly, plan ahead, and avoid last-minute surprises.

BOOK A DISCOVERY CALL

Your 3-Step Plan To A Smooth Audit

1

Book A
Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute
Your Audit

Leverage our team of experts and solutions to bring reliability and visibility to your finances so you have predictability and flexibility in your organization.

3

Present Your Financials
with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

1

Book A
Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute
Your Audit

Experience a pain-free process with kind, caring experts who focus on your audit and keep you focused on your organization.

3

Present Your Financials with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

1

Book a Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute Your Audit

Experience a pain-free process with kind, caring experts who focus on your audit and keep you focused on your organization.

3

Present Your Financials with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

How It Works

1. Pre-Audit Planning

We learn about your mission, programs, and funding sources. You receive a detailed request list and plenty of time to prepare.

2. Fieldwork & Testing

We complete our testing efficiently, communicate proactively, and minimize disruption for your team.

3. Review & Delivery

We walk through the draft financials with your team, deliver a clear audit report, and provide a governance letter with helpful recommendations.

4. Board Presentation & Ongoing Support

We help your leadership team present results with clarity — so your board feels confident in the numbers. We support your leadership and board with the insights they need to fulfill their oversight role.

Meet Your Audit Partners

R. Ross Van Laar, CPA

Ross is the Director of Audit at Forge Financial & Management Consulting

Ross leads Forge’s audit services with a focus on delivering a process that is smooth, transparent, and valuable. He works closely with nonprofit leaders and business owners to conduct financial statement audits that not only meet compliance standards, but also bring clarity and confidence for the road ahead.

With 15 years of experience in public accounting and assurance services, Ross brings deep technical expertise and a calm, practical approach to complex financial matters. He helps organizations strengthen their financial understanding and long-term planning through audits that are both thorough and collaborative. Ross serves as a trusted advisor year-round – beyond the audit, focusing on helping clients navigate financial challenges and make well-informed decisions for their organizations.

Dan Montgomery, CPA

Dan is an Audit Partner at Forge Financial & Management Consulting. He specializes in audits of nonprofit organizations and employee benefit plans.

Dan helps his clients ensure financial transparency and compliance by guiding them through the audit process. His goal is to support leadership teams in making informed decisions that strengthen operations and stakeholder trust.

With nearly two decades of experience in both private and public industry, Dan offers a well-rounded perspective on audit and assurance services. His practical insight and strategic approach make him a valuable partner to organizations seeking to strengthen their financial stewardship.

Additional Services for Nonprofits

In addition to audits, we offer specialized services for nonprofits, including:

  • Historic Preservation Tax Credit Examinations

  • Agreed-Upon Procedures (AUP) Engagements

  • Reviewed Financial Statements (under SSARS)

If you’re unsure whether an audit is required or if one of these alternatives may be a better fit, we’re happy to talk it through.

Additional Services for Nonprofits

In addition to audits, we offer specialized services for nonprofits, including:

  • Historic Preservation Tax Credit Examinations

  • Agreed-Upon Procedures (AUP) Engagements

  • Reviewed Financial Statements (under SSARS)

If you’re unsure whether an audit is required or if one of these alternatives may be a better fit, we’re happy to talk it through.

BOOK A DISCOVERY CALL

Ready For A Smoother Audit?

Let’s make the audit process easier on your team and more valuable to your board and funders.

Let’s make the audit process easier on your team and more valuable to your board and funders.

Prefer to talk it through?

Prefer to talk it through?

Ready to request a proposal?

Submit a Request for Proposal

Ready to request a proposal?

Note: Tax services, including nonprofit tax filings, are available only to active Audit & Assurance or Virtual CFO & Controller clients.

Note: Tax services, including nonprofit tax filings, are available only to active Audit & Assurance or Virtual CFO & Controller clients.

FAQS

Find Answers to Your Audit Questions

In some cases, a review or agreed-upon procedures engagement may be more appropriate. We can help you determine what’s required and what will serve your organization best.

Absolutely. We provide planning guidance and readiness checklists to help you start strong.

Yes. We frequently present to boards or audit committees and are happy to join virtually or in person.

Yes. We collaborate closely with your team and outside providers to make the process smooth.

Tax services, including nonprofit tax filings, are only available to organizations receiving our Audit or Virtual CFO & Controller services. We do not accept tax-only clients.