Who We Serve · Nonprofit Organizations
We help nonprofit leaders strengthen accounting, financial management, reporting, internal controls, internal audit, and day-to-day financial operations. Not a separate nonprofit product — our existing services, applied to how your organization runs.
Bowie, Maryland · Serving organizations nationwide
In smaller organizations the person keeping the books is often also running programs and staffing the board meeting. Four pressures surface first.
Transactions categorized consistently and accounts reconciled on schedule — not reconstructed at year end.
A current picture of what the organization holds, what it owes, and how the year is tracking.
Budgets that match how the organization operates, with restricted and unrestricted resources tracked where applicable.
Approval, review, and documentation habits that protect the organization and the people running it.
These are not separate nonprofit products. They are Montgomery Advisory's existing professional services, applied to the needs of nonprofit organizations.
Bookkeeping, reconciliations, month-end close, budgeting, financial statements, and management reporting applied to nonprofit operations.
Internal audit procedures, control assessments, risk and fraud-risk work, scoped to how your organization actually operates.
Written procedures, financial processes, and operational improvement for organizations formalizing how work gets done.
Internal audit and control work is available to nonprofit organizations when it is within the engagement scope.
Internal audit and internal control engagements are performed for management and the board. They are distinct from an independent financial statement audit or external attest engagement, which Montgomery Advisory does not provide.
Internal Audit, Internal Controls & Risk ManagementFraud prevention and internal controls in smaller organizations were the subject of Dr. Fatima Douglas's doctoral research. That perspective shapes how we approach controls and organizational risk here — practically, and sized to the staff you actually have. More about the firm.
Board members bring commitment and judgment; they do not always bring accounting training. Everyone in the room should be able to follow the numbers and question them well.
Prepared for management and board use. Governance and fiduciary responsibility remain with the board.
Practical guidance on records, reporting, and controls.
September 28, 20261 min read
This chart of accounts guide helps small businesses and nonprofits organize transactions, read reports, strengthen controls, and plan with confidence.
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Learn what causes tax notices, how to read the letter, and which issues need a prompt response from individuals, business owners, and nonprofit leaders.
Read ArticleSeptember 6, 20261 min read
Tax planning helps individuals, business owners, and nonprofit leaders make informed choices, manage cash flow, and reduce avoidable tax surprises today.
Read ArticleYes. Montgomery Advisory provides internal audit, internal controls, and risk-management services when included in the engagement scope — procedures performed for management and the board to evaluate processes, risks, and controls.
An internal audit engagement is performed for management and the board to evaluate processes, risks, and controls, and to recommend improvements. An independent financial statement audit is performed by an external auditor to express an opinion for outside users such as funders and regulators. Montgomery Advisory does not provide independent financial statement audit or other external attest services.
Yes — reconciled records, supporting schedules, and documentation assembled before the independent auditor begins their work.
Tax work is scoped individually during the consultation. We will tell you directly whether a specific filing is within our current scope, and refer you elsewhere when it is not.
No. Most of our nonprofit work is with smaller and growing organizations where a few people carry the finance function alongside program work.
No. Montgomery Advisory is based in Bowie, Maryland and works with organizations nationwide.
Whether the need is stronger accounting, clearer reporting, better controls, an internal audit, or more structured financial operations, we can help determine the right starting point.