Nonprofit Suite

What Nonprofit Suite does

Nonprofit Suite is a privately-held, founder-operated professional services firm founded in 2005 by Annette J. Cook and headquartered in Alameda, California. The company is 100% dedicated to providing accounting, bookkeeping, payroll, financial reporting, and advisory services exclusively to tax-exempt nonprofit organizations. Its service portfolio is organized into five interconnected modules: Operational Accounting Services, Financial Reporting, Transactional Bookkeeping Services, Strategy, Planning and Advisory Services, and Federal and State Tax Filings, including Form 990 preparation and audit process support. Client engagements cover transaction review, bank reconciliation, journal entries, restricted funds monitoring, board-ready financial dashboards, grant accounting, and interim CFO staffing.

The firm operates without a proprietary technology platform; service delivery is performed by a small team (1-10 employees) of CPAs, Accountants, and Bookkeepers with nonprofit-specific expertise, supported by offices in Alameda (headquarters), Oakland (East Bay), and Albuquerque, NM. The Albuquerque office was added to provide redundant systems and expanded capacity, extending service reach from the original San Jose/Oakland/San Francisco footprint to the Greater Bay Area, statewide California, throughout the United States, and globally. Team members personally volunteer with nonprofit organizations, reinforcing the firm's domain immersion.

The revenue model is professional services: quote-based, contract engagements tailored to each nonprofit client's needs, sold through direct sales outreach, the company's website, phone contact, and implicit nonprofit community referrals. Marketing channels are limited to a content/blog website, direct phone (510-350-2000), and a website contact form, with no disclosed partnerships, no funding rounds, no M&A activity, and no third-party distribution arrangements. Pricing is not publicly disclosed.

Name

Nonprofit Suite

Legal name

Nonprofit Suite

Website

https://nonprofitsuite.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Nonprofit Suite provides accounting, bookkeeping, financial reporting, advisory, and federal/state tax filing services exclusively to nonprofit organizations. The Alameda-based firm serves tax-exempt clients in the Bay Area, across California, and nationwide via a small team of CPAs and bookkeepers.

Ownership category

akta.pro rank

Product category

Nonprofit Accounting & Bookkeeping Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Capacity Building & Nonprofit Infrastructure Funders (BPAGAKAO)

akta.pro secondary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Nonprofit accounting services
• Bookkeeping services
• Nonprofit tax filing
• Financial reporting
• Audit support

Headquarters

HQ city

Alameda

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Accounting and Bookkeeping Services: Professional services revenue model providing ongoing accounting, bookkeeping, payroll, financial reporting, and advisory services to nonprofit organizations; services include operational accounting, transactional bookkeeping, strategy and planning, and federal and state tax filings

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Nonprofit Suite provides outsourced accounting, bookkeeping, financial reporting, tax filing (including Form 990), and CFO-level advisory services exclusively to nonprofit organizations. Its offerings cover operational accounting, transactional bookkeeping, customized board-ready financial reports, audit process support, budget development, interim CFO staffing, and federal/state tax filings, delivered by CPAs, Accountants, and Bookkeepers with nonprofit-specific expertise.

Product overview

Nonprofit Suite is a service-based company offering a unified suite of accounting and bookkeeping services exclusively for nonprofit organizations. The portfolio consists of five interconnected service modules: Operational Accounting Services (transaction processing and compliance), Financial Reporting (board-ready dashboards and statements), Transactional Bookkeeping Services (day-to-day record-keeping), Strategy, Planning and Advisory Services (CFO-level consulting and audit support), and Federal and State Tax Filings (990 preparation). These services are designed to work together to provide comprehensive back-office support for nonprofits, from daily bookkeeping through strategic planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Operational Accounting Services

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves1 record

Expansion highlights3 records

Direct peers

• Wegner CPAs: Wegner CPAs is a Madison, WI-based firm with a strong specialty in nonprofit and government accounting, providing audit, tax, and consulting services. It is comparable in nonprofit-only focus and boutique-mid market positioning.
• Tate & Tryon: Tate & Tryon is a Washington, D.C.-based CPA firm focused on nonprofit organizations, providing audit, tax, and outsourced accounting services. It is directly comparable in nonprofit-only positioning, service scope, and mid-sized boutique scale.
• BerryDunn: BerryDunn is a Top-100 U.S. CPA firm with a dedicated nonprofit practice group serving health and human services, education, and association clients. It competes directly for outsourced nonprofit accounting and audit work and offers comparable service modules.
• Withum: Withum is a Top-30 U.S. accounting and advisory firm with a dedicated nonprofit practice offering audit, tax, and outsourced CFO/controller services. It competes for the same outsourced accounting engagements with greater scale and breadth.
• Capin Crouse (now part of Forvis): Capin Crouse was a nationally recognized accounting firm exclusively dedicated to serving nonprofit organizations before merging into Forvis. It is the closest direct peer in mission and service mix, offering audit, tax, and consulting to nonprofits — the same niche Nonprofit Suite serves.

Broad incumbents

• Wipfli: Wipfli is a Top-25 U.S. accounting and consulting firm with a dedicated nonprofit industry group providing audit, tax, outsourced accounting, and technology services. It competes with Nonprofit Suite's service suite at greater scale.
• HLB USA: HLB USA is part of the global HLB network of accounting firms and serves nonprofit clients alongside for-profit engagements. It is a broader incumbent with overlapping nonprofit accounting, audit, and tax capabilities.
• BDO USA Nonprofit Practice: BDO USA is a Top-10 global accounting network with a dedicated nonprofit industry group offering audit, tax, advisory, and outsourced finance services. It represents the broad-incumbent competitive threat for mid-sized and larger nonprofit clients.
• Forvis: Forvis is a Top-10 U.S. accounting firm formed from the merger of BKD and Dixon Hughes Goodman, with a large nonprofit practice including the former Capin Crouse team. It is a broader incumbent offering overlapping services across a much wider portfolio.
• The Bonadio Group: The Bonadio Group is a Top-50 U.S. CPA firm with a nonprofit practice providing audit, tax, and outsourced accounting services. It competes in the same outsourced nonprofit finance market at a larger regional scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Compliance1 record

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 Nonprofit Suite