General NPOs

SST Accountants & Consultants values the impact that nonprofits have on our community, and our team has strong expertise in the nuanced regulations and sensitivities that affect these organizations. We understand you must manage resources under federal and state oversight, as well as public scrutiny, and our team is here to help.

Our team can verify that your accounting and reporting requirements are compliant, help you streamline internal processes and identify ways to maximize revenue in your operations. By freeing up time and resources, SST helps your organization stay focused on what’s most important: your mission.

Further evidence of our team’s commitment to nonprofits can be found throughout the North Texas community. Our firm earns on-the-ground experience, participating both individually and as a group in a wide range of charitable organizations and through serving on the boards of several nonprofits. Learn more about our commitment to servant leadership – inside and outside of the office.

Nonprofit accounting services include:

  • Audit & Attest
    • Financial statement audits
    • Uniform guidance, and other state and local requirements
    • Reviews, compilations and agreed-upon procedures
  • Tax
    • Charitable giving planning and tax compliance
    • Unrelated business income (UBI) tax planning
    • Application for exemption and representation before the IRS
    • Donation, endowment and gift acceptance policies
    • IRS 990 and 990T reporting
    • Tax consulting
    • Corporate, partnership and individual taxation issues including federal and state registration and reporting requirements
    • Compliance with state laws such as payroll, sales tax, tax-exempt status
    • Excess benefit issues and intermediate sanctions
  • Client Accounting & Advisory Services
    • Strategic counsel from SST Partner & CEO Bill Sims, CPA, recently named TXCPA Dallas’ CPA of the Year, as well as Tax Supervisor Christina Nichols Morris, an expert in NPO financial regulations
    • Transactional services
      • Accounts payable processing
      • Invoice management
    • Payroll processing
    • Fractional human resource consulting
    • Bookkeeping
    • Virtual controller & CFO oversite
    • Reporting & data management
    • Budgeting & forecasting
    • Sage Intacct implementation & management
    • QuickBooks Online implementation & management
    • Implementation and integration of cloud-based applications 
      • Bill.com 
      • Divvy
      • Nexonia
      • Expensify
      • Donor management systems
    • Business planning & operational efficiency

As an SST client, you receive access to:

  • A responsive, dedicated team of experts in the nonprofit sector
  • Strategic counsel from SST Partner & CEO Bill Sims, CPA, recently named TXCPA Dallas’ CPA of the Year, as well as Tax Supervisor Christina Nichols Morris, an expert in NPO financial regulations
  • Secure, cloud-based financial management systems
  • Proactive identification of cost-effective opportunities and issue prevention
  • Efficient and transparent processes – you’ll never receive a surprise invoice for our services

We’re committed to assisting nonprofit organizations across Texas. We would be honored to partner with your team to deliver excellent results for your organization and those you serve.

Have a question?

Christina Nichols Morris/Tax Supervisor

Understanding Unrelated Business Income

The Internal Revenue Code (IRC) Section 501 grants tax-exempt…

Determining the Right Form 990 For Your Organization

Most organizations believe that once they receive their exempted…

Defining Related Party Transactions

As part of our audits, we are required to ask about and disclose…

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