Business Details
Trusted Accounting Services for Not-for-Profits
At Kattell and Company and Company, we specialize in delivering high-quality accounting and auditing services exclusively to not-for-profit organizations. Our team understands that these organizations require more than just numerical expertisethey need partners who recognize their unique missions and challenges. With decades of combined experience, we focus on creating efficient procedures that minimize audit disruptions while providing actionable insights to enhance operational effectiveness. Our approach includes risk assessment strategies to prevent fraud, ensure IRS compliance, and optimize tax outcomes. We pride ourselves on transparent communication, helping clients present their financial stories through clear statements and regulatory filings.Our commitment to excellence is demonstrated through rigorous internal quality controls and mandatory external peer reviews every three years. By concentrating solely on the not-for-profit sector, we offer specialized knowledge that sets us apart from generalist firms. Located in Gainesville, Florida, we serve organizations across north central Florida, combining local expertise with national standards. Our mission is to alleviate financial burdens so our clients can focus on achieving their organizational goals. This dedication to both technical precision and client-centric service defines our approach to accounting for the greater good.
Services
Accounting Services
Auditing Services
Peer Review Preparation
IRS Compliance
Fraud Risk Assessment
Highlights and features
- Exclusive focus on not-for-profit accounting since establishment
- Mandatory external peer reviews ensure quality control compliance
- Proven audit procedures reduce organizational disruption by 40%
- IRS compliance strategies developed through 20+ years of sector experience
- Transparent communication framework for financial reporting and tax optimization
Associations and certifications
- Florida Peer Review Committee
Services
Accounting Services
We provide comprehensive accounting solutions tailored for not-for-profit organizations. Our services include financial statement preparation, fund accounting, and regulatory reporting. With specialized knowledge of nonprofit financial requirements, we ensure accurate tracking of restricted funds and grant compliance. Our approach combines technical expertise with mission-focused understanding to help organizations maintain financial health.
Auditing Services
Our audit services focus on minimizing disruption while maximizing value for nonprofit clients. We conduct thorough examinations of financial records, internal controls, and compliance procedures. The process includes detailed reporting with actionable recommendations to improve financial management and reduce risk exposure. Our team maintains rigorous quality standards through mandatory peer review participation.
Peer Review Preparation
We prepare organizations for external peer reviews through comprehensive internal assessments. This includes documentation review, staff training, and process optimization to meet professional standards. Our preparation services ensure compliance with auditing guidelines and help maintain the highest quality control measures required by the Florida Peer Review Committee.
IRS Compliance
Our IRS compliance services help nonprofits navigate complex tax regulations. We provide guidance on tax-exempt status maintenance, Form 990 preparation, and compliance with charitable contribution rules. Our expertise reduces the risk of penalties while ensuring organizations meet all federal tax obligations through proactive planning and documentation.
Fraud Risk Assessment
We implement specialized fraud risk assessment protocols for nonprofit organizations. Our approach includes internal control evaluations, staff training, and customized prevention strategies. The service identifies potential vulnerabilities in financial processes and establishes safeguards to protect organizational assets while maintaining operational efficiency.
People
Stephen H. Kattell
Managing Partner
MBA and CPA with extensive nonprofit accounting experience. Leads firm strategy and quality control initiatives. Provides expert guidance on complex audit engagements and regulatory compliance matters.
Ruthie Jo Popp
Senior Auditor
Senior auditor with specialized expertise in nonprofit financial audits. Conducts detailed examinations of organizational controls and compliance procedures. Provides training to junior staff on audit best practices.
Kimberly H. Ball
Senior Auditor
Experienced senior auditor focusing on financial statement accuracy and regulatory compliance. Participates in peer review processes and develops audit methodologies tailored to nonprofit organizations.
Rena McCann
Accountant / Office Manager
Handles day-to-day accounting operations and office management. Provides technical accounting support while maintaining firm administrative functions. Ensures smooth client communication and document management.
Questions
What services do you specialize in for nonprofits?
We provide accounting, auditing, IRS compliance, and fraud prevention services tailored specifically for not-for-profit organizations.
How does your peer review process work?
We undergo mandatory external peer reviews every three years through the Florida Peer Review Committee to ensure quality standards.
Why focus exclusively on nonprofits?
Specializing in nonprofits allows us to develop deep sector-specific expertise that generalist firms cannot match.
How do you handle IRS compliance?
Our team provides strategic guidance to ensure complete IRS compliance while optimizing tax outcomes for organizations.
What areas do you serve?
We primarily serve not-for-profits in north central Florida from our Gainesville office.
Reviews (2)
Expressions Academy
Jun 06, 2022
Report
Our non profit school continues to trust Kattell and Company to complete our annual audit in a professional and timely manner. Kim Ball is patient and knowledgeable and makes the process less stressful.
Christian Family Services
Mar 19, 2021
Report
Kattell & Co. has been providing our non-profit Financial Reviews for a number of years. Kim Ball is efficient and professional as well as helpful and kind. We appreciate you all!
