At Glidewell CPA, PLLC, we proudly serve a diverse array of nonprofit organizations and state agencies, committed to delivering excellence and ensuring customer satisfaction. For more details, please visit our services page.

We provide a wide range of services for nonprofits and state agencies, including audits, reviews, Agreed Upon Procedures (AUPs), tax services, and consulting. For more details, please visit our services page.

If you’re uncertain about which service you need, please contact us. We can assess your situation and recommend tailored solutions that align with your organization’s needs and regulatory requirements.

Glidewell CPA, PLLC, established in 2024, initially specializes in serving nonprofits and state licensing agencies. However, as our firm expands, we aim to broaden our scope of services to cater to the needs of other companies and businesses seeking CPA services.

While we are currently focused on our existing client base, we anticipate extending our offerings to accommodate the growing demand in the future. Please feel free to check back periodically for updates, and don’t hesitate to reach out to us directly.

If your needs align with our evolving services, we’ll be happy to assist you. Alternatively, we can provide referrals to other reputable firms if our specialties do not align with your specific requirements.

We take a collaborative approach to our work, partnering closely with each client to understand their specific needs, goals, and challenges.

We review regulations applicable to your organization based on various aspects including federal and state regulations, governing documents of your organization, and funding source agreements.

Based on our discussions and assessment of your organization, we recommend tailored solutions that align with your organization’s unique needs and regulatory environment.

We stay up to date with the latest regulations, standards, and guidelines governing nonprofit organizations and state licensing agencies to ensure compliance in all aspects of our work. Additionally, 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.

We undergo regular training and professional development to maintain our expertise and provide accurate, reliable advice to our clients.

At Glidewell CPA, PLLC, we take data security and confidentiality very seriously. We use industry-standard security measures to protect sensitive financial information 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.

Yes, we’re committed to building long-term relationships with our clients and providing ongoing support and advice as needed.

Whether you have questions, need assistance with a new project, or want to discuss future planning, we’re here to help every step of the way.

To schedule a consultation with Glidewell CPA, PLLC, simply contact us through our website or give us a call.

We’ll be happy to arrange a convenient time to discuss your organization’s needs and how we can help you achieve your goals.