What Chazin & Company does

Chazin & Company, LLC is a US-based professional services firm that provides outsourced accounting, bookkeeping, CFO, advisory, and training services exclusively to nonprofit organizations. Founded by Adele Chazin and operating for over 20 years with virtual delivery, the firm serves clients across more than 30 states with a fully US-based team. Its service portfolio comprises five interconnected offerings: core Accounting & Bookkeeping, fractional and full-time CFO Services, Advisory/Consulting, NFP SmartStart (a specialized sub-service for small and startup nonprofits), and custom Training programs for staff and boards.

The firm's core technology stack consists of industry-standard nonprofit accounting platforms — Sage Intacct (IAP partner), QuickBooks (ProAdvisor Elite), Bill.com (Platinum/Gold partner), and Martus Budgeting Tool — rather than proprietary software. Chazin's intellectual property is concentrated in its CNAP-certified (Certified Nonprofit Accounting Professional) talent pool, proprietary engagement methodologies, and domain-specific knowledge of fund accounting, donor restrictions, grant compliance, and Form 990 preparation.

Chazin's revenue model is professional services billing against customized, quote-based multi-year engagements. Pricing is not publicly disclosed and varies by client size, complexity, and scope. The go-to-market is sales-led via direct website engagement with a structured three-step onboarding process, supported by a content marketing engine (blog, podcast, webinars, case studies, resource library). Customer concentration is moderate, with named mid-market and enterprise clients spanning healthcare nonprofits (ASAM), arts/culture (Charlotte Symphony, Modern Quilt Guild), religious organizations (St. Columba's), and membership organizations (Special Olympics). The firm is privately held, founder-owned, and bootstrapped, with no institutional funding or parent company.

Name

Chazin & Company

Legal name

Chazin & Company, LLC

Website

https://chazinandcompany.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Chazin & Company provides outsourced accounting, CFO, advisory, and training services exclusively to nonprofit organizations across the US. The firm serves clients in 30+ states virtually with CNAP-certified accountants specializing in fund accounting, grant compliance, and Form 990 preparation.

Ownership category

akta.pro rank

Product category

Nonprofit Accounting & Finance Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Finance Services (6199), Services-Management Consulting Services (8742)

akta.pro primary industry

Accounts Payable (Invoice Processing, 2/3-Way Match, Vendor Payments) (BPAAAGAA)

akta.pro secondary industries

Fund Accounting & NAV Services (Asset Servicing) (FSAAAOAF), Financial Accounting & Reporting (GAAP/IFRS) (EDABAJAB), Finance, Accounting & Risk (CFA/CPA/FRM) Certifications (EDAAANAD)

Keywords

• Nonprofit accounting services
• Outsourced bookkeeping
• Fractional CFO services
• Fund accounting
• Nonprofit financial consulting

Headquarters

HQ city

Rockville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Outsourced Accounting & Bookkeeping Services: Provides comprehensive outsourced accounting and bookkeeping services for nonprofit organizations, including daily accounting functions, month-end close, bank reconciliations, and financial statement preparation. Services can supplement or replace in-house accounting departments.
2. CFO Services (Full-time and Fractional): Provides both full-time and fractional CFO services for nonprofits. Fractional CFOs work on part-time contracted basis serving multiple nonprofits, while full-time CFOs are dedicated to larger, more complex organizations.
3. Advisory / Consulting Services: Strategic guidance related to finance, accounting, technology, and protection against internal and external threats. Includes grant accounting and compliance, financial planning, and risk assessment.
4. Training Services: Custom-designed training programs for nonprofit staff and boards covering budgeting, financial oversight, and internal controls. Includes one-on-one staff sessions and comprehensive board training.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Chazin & Company provides outsourced accounting and finance services exclusively to nonprofit organizations in the United States. Its portfolio spans day-to-day Accounting & Bookkeeping, full-time and fractional CFO leadership, Advisory/Consulting on finance, technology, and risk, the NFP SmartStart program for startup and small nonprofits, and customized Training for staff and boards. All engagements are delivered virtually by US-based CNAP-certified accountants with deep specialization in fund accounting, donor restrictions, grants, and Form 990 requirements.

Product overview

Chazin & Company provides outsourced nonprofit accounting and finance services exclusively for nonprofit organizations across the United States. The firm offers a unified service portfolio consisting of five interconnected offerings: Accounting & Bookkeeping (core transaction processing and financial reporting), CFO Services (strategic financial leadership and fractional executive support), Advisory/Consulting (strategic guidance on finance, technology, and risk), NFP SmartStart (specialized support for startup/small nonprofits), and Training (customized staff and board education programs). Services are delivered virtually by US-based CNAP-certified accountants with over 20 years of nonprofit-specific experience, emphasizing personalized, customized solutions rather than one-size-fits-all approaches. The firm operates as a professional services company, not a software vendor, and implements leading accounting platforms including Sage Intacct, QuickBooks, Bill.com, and Martus on behalf of clients.

Differentiator

Problem solved

Functional benefit

Brands

• NFP SmartStart: A service specifically designed for small and/or start-up nonprofits, providing accounting best practices, compliant processes, accurate financial data, and meaningful reporting to help lead organizations to the next level.

Products and services

• Accounting & Bookkeeping Services Comprehensive outsourced accounting and bookkeeping services for nonprofit organizations including transaction recording, payroll processing, bank reconciliations, accounts payable and receivable management, month-end close, and financial statement preparation, delivered by CNAP-certified accountants trained on GAAP and FASB requirements for nonprofits.
• CFO Services Fractional or full-time outsourced CFO services providing strategic financial leadership, future risk assessment, long-term sustainability guidance, financial scenario modeling, and proactive decision-making support for nonprofit organizations.
• Advisory / Consulting In-depth strategic consulting on finance, accounting, technology implementation, and organizational risk protection, including grant accounting and compliance, financial planning, and risk assessment for nonprofit organizations.
• NFP SmartStart Accounting best practices setup, compliant processes, accurate financial data, and meaningful reporting services built specifically for small and start-up nonprofit organizations to establish proper financial foundations.
• Training Custom-designed training programs for nonprofit staff and board members covering budgeting, financial oversight, internal controls, and accounting procedures, delivered as one-on-one staff sessions or comprehensive board training programs.

Quantifiable outcome

• 70% increase in finance efficiency for clients
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Sage IntacctcoreTechnology or IntegrationSage Intacct IAP (Intacct Accounting Partner) certified. Chazin implements and trains clients on Sage Intacct, integrating automation for improved forecasting, visibility, and accountability. Used for financial infrastructure modernization including real-time dashboards and role-based reporting.
• Bill.comcoreTechnology or IntegrationBill.com Platinum and Gold certified partner. Bill.com is used for accounts payable/accounts receivable automation, expense management, and payment processing integration with client accounting systems.
• Martus SolutionscoreTechnology or IntegrationMartus Budgeting Tool implementation partner. Chazin uses Martus for nonprofit budgeting, forecasting, and grant management. Implemented Martus for clients like ASAM to improve budget tracking and financial visibility.
• American Nonprofit AcademyminorStrategic or Co-development PartnerJoint educational partnership featuring Julia Patrick, CEO of American Nonprofit Academy, on Counting on Chazin podcast discussing grant reporting topics. American Nonprofit Academy provides online courses and training for nonprofits.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Nonprofit Finance Fund: Mission-driven Community Development Financial Institution (CDFI) that combines nonprofit lending with financial advisory and capacity-building services — overlapping with Chazin's advisory and CFO offerings to nonprofits.
• The Management Center: Nonprofit consulting organization providing finance, operations, and leadership support to social justice and nonprofit clients — adjacent to Chazin's advisory and training services for nonprofits.

Broad incumbents

• Sikich LLP: National accounting and advisory firm with a dedicated Not-for-Profit practice offering audit, tax compliance, and outsourced accounting services to nonprofit clients across the US.
• Eide Bailly: Top-25 national CPA firm with a dedicated Nonprofit Industry Group that delivers outsourced accounting, audit, and advisory services to mid-market nonprofit organizations.
• CohnReznick: Top-15 national CPA and advisory firm with a dedicated Nonprofit Industry practice offering audit, tax, advisory, and outsourced accounting services to large and mid-market nonprofits across the US.
• BDO USA: Top-five global accounting organization with a dedicated Nonprofit practice serving mid-market and enterprise 501(c) organizations with audit, tax, advisory, and outsourced finance capabilities.
• Withum: National CPA and advisory firm with a recognized Not-for-Profit practice delivering audit, tax, and outsourced finance services to associations, foundations, and charitable organizations — directly overlapping Chazin's core market.
• Marcum LLP: Top-15 national accounting and advisory firm operating a Nonprofit Industry group that competes with Chazin for outsourced accounting, CFO advisory, and compliance engagements with mid-market and enterprise nonprofits.
• PKF O'Connor Davies: Top-30 US accounting and advisory firm with a Not-for-Profit practice providing audit, tax, and outsourced finance services to nonprofit clients in multiple states.

Direct peers

• Burkland Associates: Outsourced finance and accounting firm providing fractional CFO, bookkeeping, and accounting services — including for nonprofit and mission-driven clients — using a virtual delivery model highly comparable to Chazin's approach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/chazinandco
• Facebookfacebook.com/144443948958906
• LinkedInlinkedin.com/company/chazin-and-company-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Chazin & Company