Financial Services for Nonprofit Organizations in Charlotte, NC

In the nonprofit sector, managing finances effectively while fulfilling your mission is essential. At ATG Advisors, we understand the unique challenges that nonprofit organizations face, from ensuring financial sustainability to navigating complex regulatory requirements. Our team of financial experts provides tailored financial solutions to help nonprofits thrive and focus on their mission-driven work.

We recognize that nonprofits operate with distinct financial constraints and unique operational needs. Whether you are a charity, foundation, or social enterprise, we are here to support you in maintaining financial transparency, maximizing resources, and complying with nonprofit regulations, all while advancing your organization’s goals.

Our Expertise

• Comprehensive Financial Solutions 
• Tailored Financial Strategies 
• Tax, Payroll, and Advisory Services for Nonprofits 

Who Our Financial Advisors Serve in the Nonprofit Sector 

• Charitable Organizations 
• Foundations & Grant Makers 
• Social Enterprises 
• Advocacy and Educational Groups 
• Cultural and Arts Organizations

Working Within Budget Constraints & Limited Oversight

Many nonprofits operate on lean budgets with minimal internal financial infrastructure. This can make it difficult to maintain clear oversight, manage daily accounting, or provide timely reporting to boards and stakeholders.

• Bookkeeping and fund accounting services tailored for 501(c)(3) and 501(c)(6) organizations
• Streamlined reporting systems that deliver real-time financial clarity
• Scalable support for organizations without in-house financial teams

Managing Complex Grant Tracking & Funder Compliance

Juggling multiple grants and restricted funds demands accuracy and accountability. Misreporting or failing to meet funder requirements can jeopardize funding and trust.

• Specialized fund accounting aligned with donor and grant restrictions
• Grant audit support and documentation best practices
• Financial dashboards and board-ready reports to demonstrate compliance

Navigating 990 Filing & State Charity Registrations

Tax-exempt organizations face rigorous reporting requirements that vary across states and can quickly become overwhelming without expert support.

• Complete IRS Form 990 preparation and annual filing support
• State registration and charitable solicitation compliance across jurisdictions
• Audit support and advisory for regulatory readiness

Operating Without Internal Financial Staff

Nonprofits often struggle with limited resources for financial management—leaving critical tasks under-supported. ATG Advisors fills this gap with experienced professionals who know the nonprofit landscape inside and out.

• Outsourced CFO and controller-level services for growing nonprofits
• Strategic board reporting packages with visual financial dashboards
• Ongoing advisory to improve fiscal health and operational capacity

Deep Experience in Nonprofit Financial Management

Our team doesn't just serve nonprofits—we believe in them. Through our own nonprofit, ATG Cares, we actively support community initiatives, giving us firsthand insight into the work you do. That perspective fuels our commitment to helping you succeed.

• Proven track record with community-based and international nonprofits
• Expertise in restricted funds, program-specific budgeting, and grant compliance
• Passionate, mission-aligned financial guidance that makes a real difference

The nonprofit sector faces unique financial challenges that require careful planning and strategic support. At ATG Advisors, we offer comprehensive financial services that allow you to focus on achieving your mission while we handle the financial complexities. Whether it’s funding management, tax compliance, or financial sustainability, we are here to help. 



Our team of experienced financial advisors is dedicated to supporting nonprofit organizations with the tools, strategies, and expertise necessary to thrive in a competitive and ever-changing landscape.