Non-Profit Organizations

Managing a Non-Profit Organization is more complicated than ever. Though these companies face many of the same challenges as their for-profit counterparts, they also have unique hurdles specific to their mission and operations. The current economic climate has hindered fundraising efforts, while state and federal authorities seem to constantly increase oversight and compliance requirements. At Rose, Snyder & Jacobs, we are dedicated to Non-Profit Organizations (NPO) fulfilling their mission by providing accounting, tax and advisory services that are tailored to each client.

As a leading NPO accounting and advisory firm in Southern California, Rose, Snyder & Jacobs understands the specific issues related to reporting, governance, ongoing funding and management of charitable organizations. Our accounting, tax and advisory services are tailored to each client, with an eye towards simplifying the complex requirements so our non-profit clients can focus on their missions.

Our services for Non-Profit Organizations include:

  • Federal Tax Compliance and Planning – Form 990 Preparation
  • State and Local Tax Compliance and Planning

  • Financial  Audits, Reviews and Compilations
  • Regulatory and Financial Reporting Compliance
  • Employee Benefit Plan Audits
  • Audit Preparation
  • Exempt Status Advisory
  • Cash Flow Management
  • Budgeting

  • Business Management
  • Bookkeeping
  • General Ledger Maintenance
  • Back Office Management

  • Exempt Status Advisory
  • Endowment and Investment Consultation
  • Board Development
  • Strategic and Operational Planning
  • Human Resources Development

Key Contacts

Jake Jacobs

Senior Partner

Shana Merrill


Craig Frye


Non-Profit Organizations Brochure