As part of our commitment to caring for our communities, Boldt Carlisle + Smith aims to support our local nonprofits in any way we can. This can mean increasing donor contributions or grant funding through audited financial statements or filing annual information returns to ensure your entity maintains its nonprofit status. Many of our CPAs are active board members of nonprofits themselves and understand the concerns and priorities unique to the industry and to our community in the Willamette Valley.

We have served nonprofits associated with national organizations like the Rotary, United Way, Habitat for Humanity, and Soroptimist. We also work with unions, private foundations, homeowner associations, chambers of commerce, and clubs as well as federal and state-funded organizations, so you can be sure we have the expertise you need. Services we are currently providing include the following:

  • Financial statement services
  • Audits
  • Bookkeeping services
  • Payroll services
  • Federal and state filing services
  • Internal controls analysis
  • Grant compliance testing
  • Information technology support