FMA (Fiscal Management Associates, LLC)

Name

FMA (Fiscal Management Associates, LLC)

Website

https://fmaonline.net

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Audit & Assurance Services: Annual audit, accounting standards advisory, employee benefit plan audit, and third-party attestation services for nonprofit and education organizations. Delivered by Assurance and Nonprofit Practice Leader-aligned teams.
2. Tax Services: Tax compliance, planning, and advisory services for tax-exempt organizations including Form 990 preparation, state and local tax, international tax, and tax risk services.
3. Advisory and Management Consulting: Strategy and business model assessments, program management, financial transformation, risk and resilience consulting, M&A and restructuring support for nonprofits and education institutions.
4. Outsourced Finance and Accounting: Outsourced finance and accounting services for nonprofit organizations, providing ongoing finance operations support.
5. Sustainability and ESG Services: Sustainability strategy, program development, reporting readiness, compliance assurance, climate risk, and ESG data automation for nonprofits.
6. Technology Risk Assurance and Digital Transformation: Cybersecurity, technology risk assurance, ERP consulting, and AI adoption support for nonprofits.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

FMA is a nonprofit organization that provides financial and operational management services to the nonprofit sector. The firm offers advisory and management consulting support focused on strengthening the fiscal health and operational effectiveness of nonprofit organizations. Services are delivered by a small team of practitioners specializing in nonprofit finance and operations.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial and Operational Management Services

Quantifiable outcome

• Organizations receive accurate, timely financial results and actionable data leading to a roadmap to drive collections (health and social service agency case study)
• +2 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Juncos Hollinger Racing / INDY NXT Driver Alexander KoreibaminorGTM or Marketing Partner · 1 January 2026BDO was named the official partner of Juncos Hollinger Racing and INDY NXT Driver Alexander Koreiba in 2026. This is a racing sponsorship/marketing partnership that raises BDO's brand visibility.

Scale indicators5 records

Recent moves2 records

Expansion highlights1 record

Direct peers

• Bridgespan Group: Bridgespan provides strategy and management consulting to nonprofits and philanthropies, comparable to FMA in serving the nonprofit sector with senior-led advisory engagements, though with a broader strategic rather than purely financial remit.
• La Piana Consulting: La Piana Consulting is a national nonprofit-focused consultancy offering strategic restructuring, executive transition, and capacity building services, directly comparable to FMA in segment, scale, and service orientation.
• TCC Group: TCC Group is a consulting firm exclusively serving the nonprofit sector, with practices in strategy, evaluation, and organizational development that overlap FMA's nonprofit financial and operational management focus.
• Nonprofit Finance Fund: Nonprofit Finance Fund provides financial management advisory, loans, and consulting to nonprofits and is one of the closest direct peers to FMA, sharing mission-aligned DNA, NYC base, and a focus on nonprofit financial resilience.
• Your Part-Time Controller (YPTC): YPTC provides outsourced nonprofit accounting and controller-level financial services, highly comparable to FMA's outsourced finance and operations support for nonprofit clients.

Emerging players

• Propel Nonprofits: Propel Nonprofits delivers capacity-building advisory, including financial management consulting, to nonprofits in the Upper Midwest, serving a comparable role to FMA but with regional rather than national scope.
• Helen Brown Group: Helen Brown Group provides outsourced financial management, accounting, and advisory services to small and mid-sized nonprofits, a smaller-scale emerging peer with a service mix that closely mirrors FMA's.

Broad incumbents

• Withum: Withum is a top-30 U.S. advisory firm with a strong nonprofit practice including outsourced CFO services, making it a comparable but broader-scope incumbent competitor to FMA.
• Baker Tilly (Nonprofit Practice): Baker Tilly is a major advisory firm with a dedicated nonprofit practice offering audit, tax, and consulting, comparable to FMA in serving the same buyer but with substantially greater scale and service breadth.
• BDO USA (Nonprofit & Education Practice): BDO is a top-tier global accounting and advisory firm with 2,500+ nonprofit professionals; it competes with FMA in nonprofit financial advisory but from a much broader, full-service platform with global delivery and technology scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/fma4nonprofits
• Facebookfacebook.com/fiscalmanagementassociates
• LinkedInlinkedin.com/company/fiscal-management-associates-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FMA (Fiscal Management Associates, LLC)