our clients

NFP Partners focuses on serving small-to-mid-sized ($500,000 to $50,000,000) nonprofits located in all parts of the USA. The main criteria for becoming an NFP Partners’ client is a recognized need for more effective and efficient financial management, a commitment to improvement, and leadership direction and support.

Our typical clients:

Receive funding from multiple sources, including public and corporate donations, private contributions, government grants, program services revenue and membership fees
Have outgrown their basic bookkeeping needs
Are interested in more effectively using accounting software for successful and reliable nonprofit accounting and reporting
Have progressed beyond initial startup stages and aspire to develop a more professional financial system
Have a competent finance director and executive team with members who recognize the inherent value of solid financial management and want to surround themselves with a strong accounting team
Have a finance director that has left the organization and recruiting for the perfect fit has been challenging
Hold a desire to use technology and strive for better ways to improve productivity

Our clients range across all major services that nonprofit and governmental organizations provide. With nearly 20 years of experience, NFP Partners has seen a varied mix of nonprofit clients, with many fitting into these three financial management stages:

Impacting the nonprofit community, one accounting challenge at a time

Swipe to learn more about NFP Partners’ clients.

We have so appreciated the support of NFP! We started with very minimal support and then after an unexpected change in staffing, NFP was able to jump in immediately and handle all of our accounting and payroll needs. They also supported our organization through an Audit within a couple of months of stepping in and did a wonderful job and we had a great audit! They are also very knowledgeable about Federal Single Audits and have helped us to prepare for that. They have supported us to improve all of our financial management processes. Also super impressed that when our regular team was on vacation we were automatically assigned to another team to keep everything moving. Overall they have been fantastic to work with!!!

We have enjoyed our two-year **partnership** with NFP and look forward to continuing with them as trusted advisors and colleagues. Their non-profit focused team is mission-focused on our mission and goals. Good listeners, and honest brokers, they have helped create efficiencies in operations, accounting processes and improve reporting to our Board to facilitate informed business decisions. We have also benefitted from their shared expertise in working exclusively with non-profit clients including membership associations and lessons from charitable organizations. Top notch!

NFP is exactly what their name states – partners. We have two nonprofit organizations ($1.5m revenue total, a 501c3 and 501c6) rely on NFP for all of our finanancial processes and payroll. We transitioned from a staff member who had been with the organization for 20 years to the external finance provider model. There were many processes to reset and many solutions which required collaboration and financial expertise. Our experience with NFP has been very positive, with clear communication and support at all levels. Highly recommend NFP for their services!

We are thankful to have the services of NFP Partners and to have the opportunity to work with our accountant directly. She genuinely cares about our nonprofit and the goals we are working to achieve. She is knowledgeable and has mentored our newly hired accounting and finance coordinator with patience and expert guidance. We appreciate her quick response time as well as flexibility with due dates on reporting and requests. We would not be at the accounting level we are today without the help of NFP Partners.

Nonprofits in the Development Stage

Nonprofits that are in a development phase are typically moving up from a successful early startup stage. Leaders in this nonprofit are often focusing on establishing sustainable funding.

Financial management and technology utilization are growing concerns, but management is not ready, nor equipped, to hire qualified finance and accounting professionals, or tried but had a bad experience.

The major pain points for a nonprofit in the development phase are:

Not having enough money to hire a full-time accounting professional
The current accounting system may be Excel or an inefficient setup of QuickBooks
Great focus on the mission but lack the accounting expertise to move ahead

Nonprofits in the Chaotic/Unstable Stage

Nonprofits that are in a growth phase are typically going through transition and talent, credibility, and control of your finances are getting lost through it all. The confidence to build a good financial system is there, but right now, the capacity is not.

This transition is creating a loss of checks and balances, and the reliability of financial information is suffering. Some of your major pain points include:

Turnover in your accounting department which has caused a lack of stability
You’ve been burned by a bad hire and don’t want to repeat the same mistakes
You want to reprieve from stress so you can focus on stabilizing

Organizations in the Growing Stage

Nonprofits want to move beyond just growth and want to focus on expansion so their mission can serve a larger population with a greater impact. This includes an expansion of fundraising and development activities and/or expanding to obtain significant government and foundation grants to support those efforts.

Your organization’s leadership and Board of Directors place high importance on financial management and accurate grant reporting and tracking. But, your current system is not capable of ensuring financial management success.

The depth of internal resources to deliver strong financial management results, despite otherwise being an excellent program manager and fundraiser, are lacking.

The major pain points you may be experiencing are:

Not having a budget to hire a full-time accounting professional
Your current accountant is using QuickBooks and isn’t comfortable with the change
You’ve been burned by a bad hire and not sure what to do next
You are growing out of your current system and have no one in-house to spearhead this growth

Client service areas

NFP Partners serves nonprofits of all sizes, including startups provided they have sufficient initial financial support, a growth strategy and appreciate the need for strong financial management.

For smaller organizations, typically under $4 million annual revenue, outsourced accounting and CFO services can offer a cost-effective transitional or permanent financial management solution. Mid-size to larger organizations, starting somewhere in the $4 million annual revenue range and up to $50 million or more, have broader and more sophisticated needs. These needs include software tools to manage their finances and fundraising. NFP Partners can provide the tools and support to organizations that are transitioning from an entrepreneurial growth stage to one instituting professional management.

Since 2006, NFP Partners has acquired a portfolio of nonprofit clients that represent most nonprofit areas. Although not in every area, our services are not limited to any particular sectors that nonprofits serve. The following is a brief summary of the types of clients NFP Partners currently serve by major nonprofit classification (NTEE).

NFP Partners has established a solid foothold in serving public health agencies, supporting organizations with regulated accounting and reporting requirements for federally financed health organizations.

We support several organizations that directly assist families and youth through food, housing, employment, and other needs. These nonprofits receive funding from multiple public and private sources with demanding tracking and reporting requirements for which MIP Fund Accounting™ is well suited.

This is a broad area served by many public and private agencies. Our clients include other educational nonprofits that specialize in early childhood education, remedial learning, adult retraining, college scholarships, and outdoor adventure experiences.

NFP Partners has several clients that advocate various causes such as healthy living, land and resource use, and children’s health, education, and safety. Most have multiple funding sources and relatively complex accounting and reporting.

NFP Partners provides financial software support or outsourced accounting and CFO services to a diverse group of nonprofit clients not otherwise classified including membership organizations, governmental special districts, and charitable foundations.