Your Trusted Advisor In Financial Transparency And Accountability

Serving and empowering nonprofits and state licensing agencies

Audit and Assurance
Agreed Upon Procedures (AUPs)
Nonprofit Tax Services
Consulting Services

Empowering confidence in your financials

  • Audit & Attestation: We conduct audits, reviews, and other attestation services to help organizations maintain financial transparency and compliance with regulatory requirements.

  • Agreed Upon Procedures (AUPs): We perform Agreed Upon Procedures to address specific financial matters and provide assurance on agreed-upon procedures tailored to your organization’s unique needs.
  • Nonprofit Tax Services: We offer full tax services for nonprofits to ensure full compliance with tax laws.
  • Consulting Services: Our consulting services can be tailored to your organization needs.

Industries Served

  • Social service organizations

  • Arts and Culture

  • Church and religious organizations

  • Environment conservations

  • Human rights and advocacy

  • Professional membership organizations

  • Trade associations and licensing agencies

  • Research and development

  • Economic development

  • Affordable housing

  • Foundations

We proudly serve a diverse array of industries, encompassing these and many others, all with a commitment to excellence and customer satisfaction.

Passionate – Dedicated – Professional

the approach we follow

Our approach to exceptional service is built on three key elements: communication, quality, and data security. These principles guide every aspect of our operations, ensuring we consistently exceed our clients’ expectations.

Communication

Effective communication is the cornerstone of successful collaboration. Prior to any engagement, we collaborate closely with you to comprehend your organization’s needs, regulatory requirements, and timeline, ensuring clarity and alignment of expectations.

Throughout each engagement, we uphold open and transparent channels, offering regular updates and actively soliciting feedback from your organization, including management and governance.

Between engagements, we foster an environment of open communication, encouraging questions, updates, and insights.

Quality

We are dedicated to upholding a standard of excellence in every facet of our services, ensuring that our clients receive exceptional financial expertise and services. Specializing in nonprofits and state licensing agencies, our firm is equipped with the latest insights and best practices in these sectors. We prioritize continuous learning and development, making regular investments in education to stay abreast of regulatory changes and emerging trends, thus ensuring that our clients receive the most up-to-date advice and solutions.

Moreover, we leverage Wolters Kluwer, a global leader in Tax, Audit, and Accounting tools, to further enhance the quality of our work. These comprehensive resources, which include checklists and access to standards and research databases, empower us to work with precision and efficiency, ensuring accuracy and exceeding expectations in delivering exceptional outcomes to our clients.

Data security

In an era where data security is paramount, we implement rigorous measures to protect our clients’ information. We utilize industry-standard security protocols to safeguard sensitive financial data and ensure compliance with data privacy regulations.

Our specific measures include restricted access, multi-factor authentication for personnel, secure client portals, virtual private networks, and encrypted file storage. Additionally, we thoroughly evaluate all vendors’ security standards to ensure the protection of client data. We also continuously monitor and improve our security practices to adapt to emerging threats and maintain the highest level of protection.

Passionate – Dedicated – Professional

the approach we follow

Our approach to exceptional service is built on three key elements: communication, quality, and data security. These principles guide every aspect of our operations, ensuring we consistently exceed our clients’ expectations.

Communication

Effective communication is the cornerstone of successful collaboration. Prior to any engagement, we collaborate closely with you to comprehend your organization’s needs, regulatory requirements, and timeline, ensuring clarity and alignment of expectations.

Throughout each engagement, we uphold open and transparent channels, offering regular updates and actively soliciting feedback from your organization, including management and governance.

Between engagements, we foster an environment of open communication, encouraging questions, updates, and insights.

Quality

We are dedicated to upholding a standard of excellence in every facet of our services, ensuring that our clients receive exceptional financial expertise and services. Specializing in nonprofits and state licensing agencies, our firm is equipped with the latest insights and best practices in these sectors. We prioritize continuous learning and development, making regular investments in education to stay abreast of regulatory changes and emerging trends, thus ensuring that our clients receive the most up-to-date advice and solutions.

Moreover, we leverage Wolters Kluwer, a global leader in Tax, Audit, and Accounting tools, to further enhance the quality of our work. These comprehensive resources, which include checklists and access to standards and research databases, empower us to work with precision and efficiency, ensuring accuracy and exceeding expectations in delivering exceptional outcomes to our clients.

Data security

In an era where data security is paramount, we implement rigorous measures to protect our clients’ information. We utilize industry-standard security protocols to safeguard sensitive financial data and ensure compliance with data privacy regulations.

Our specific measures include restricted access, multi-factor authentication for personnel, secure client portals, virtual private networks, and encrypted file storage. Additionally, we thoroughly evaluate all vendors’ security standards to ensure the protection of client data. We also continuously monitor and improve our security practices to adapt to emerging threats and maintain the highest level of protection.

Empowering Confidence Through Transparency & Accountability

Why Choose Glidewell CPA, PLLC

We understand that every nonprofit is unique, with its own set of challenges and opportunities. That’s why we take a collaborative approach to our work, partnering closely with each client to understand their specific needs and goals. Together, we determine which services will best support your organization’s success, ensuring that you receive personalized solutions that meet your exact requirements.

Choosing Glidewell CPA, PLLC means opting for a foundation of integrity and transparency. We build trust through clear communication and dependable financial advice, ensuring our guidance is straightforward, truthful, and actionable.

Our proficiency in serving nonprofits and state agencies, combined with a steadfast commitment to client satisfaction, positions us as your dependable CPA ally. For professional and attentive CPA services, Glidewell CPA, PLLC is the partner of choice whether you are a small community group, regional nonprofit, or large-scale charitable organization.

Contact us today to learn more about how we can collaborate with your organization to achieve your financial goals.

919.371.6233