GRF CPAs & Advisors

Choose an appropriate assurance level, meet audit requirements, and receive guidance on financial reporting and organizational risks.

Manage tax obligations, reduce tax liability, and identify applicable credits and deductions through tailored planning and preparation.

Get accounting and advisory support, accurate financial reporting, and technology-enabled services to strengthen operations and decisions.

Modernize accounting systems, connect finance applications, and improve visibility and efficiency through tailored technology implementation and support.

Manage risk, strengthen resilience, meet requirements, and make informed operational and strategic decisions with tailored advisory support.

Select and implement accounting technology that improves process transparency and efficiency while supporting organizational needs and growth.

Get specialized financial and operational guidance to strengthen nonprofit decisions, manage risk, and support mission fulfillment.

Get specialized financial, compliance, technology, and advisory support to address contractor requirements and support growth or a successful exit.

Audit & Assurance Services

GRF CPAs & Advisors provides audits, reviews, and compilations for nonprofits and businesses, including government contractors. Services include financial statement, compliance, employee benefit plan, and SOC 2 audits. GRF offers a customized in-person or virtual process, experienced CPA guidance, technology-enabled audit workflows, best-practice recommendations, and ongoing education. Reviews and compilations provide alternatives for organizations that need a lower level of assurance.

• Support Reliable Financial Reporting
  Provide an independent assessment of whether financial statements are fairly presented under applicable standards.
• Meet Government Funding Requirements
  Assess whether the use of government funds meets applicable standards and requirements.
• Address Benefit Plan Audit Requirements
  Navigate plan audit requirements and identify issues in plan records or documentation, compliance, and correction methods.
• Demonstrate Security And Control Commitments
  Use readiness assessments and SOC reports to demonstrate commitments to security, availability, processing integrity, confidentiality, and privacy. Gap assessments provide recommendations before a formal audit.
• Select A Suitable Assurance Level
  Choose a review or compilation when a full audit is not needed or appropriate; these alternatives may be accepted by funders, creditors, and for charitable registration.
• Adapt The Audit To Your Needs
  Align the audit process with organizational needs through a customized in-person or virtual approach.
• Access Experienced CPA Guidance
  Receive senior-level attention and ongoing advice about industry changes and practices.
• Improve Financial Health With Recommendations
  Use best-practice recommendations to support improvements in organizational financial health.
• Manage Workflows And Secure Document Transfers
  Use workflow technology and secure document transfer, with data analytics supporting enhanced audit procedures.
• Stay Informed On Industry Changes
  Use ongoing learning and communication to stay informed about industry changes and practices.

Tax Planning & Preparation

GRF CPAs & Advisors provides tax planning and preparation for individuals, businesses, nonprofits, and international contractors. Tax professionals develop strategies to reduce liability, identify applicable credits and deductions, and address filing and regulatory requirements. Services include complex individual returns, business tax planning, nonprofit filings and compliance, and international tax returns and guidance.

• Reduce Tax Liability
  Apply tailored tax strategies intended to reduce tax burdens and help clients retain more earnings or revenue.
• Optimize Business Tax Planning
  Get guidance on tax strategies and structures intended to support business tax goals and reduce the tax burden.
• Prepare Complex Individual Returns
  Receive planning and preparation suited to complex financial circumstances and federal, state, and local requirements.
• Maintain Nonprofit Tax Compliance
  Address nonprofit filing and regulatory obligations, with guidance intended to help maintain tax-exempt status.
• Identify Available Tax Savings
  Identify credits and deductions that may apply and support efforts to reduce tax liability.
• Coordinate Personal And Business Returns
  Address the tax effects of business and personal returns together.
• Address International Tax Requirements
  Address U.S. federal and state tax laws and applicable host-country regulations for cross-border tax circumstances.
• Stay Informed About Tax Changes
  Receive ongoing communication about legislative and regulatory changes and potential planning opportunities.
• Protect Tax Information
  Use tax preparation and research technology that GRF says is intended to keep client data safe.
• Structure Tax-Efficient Employee Benefits
  Explore retirement and fringe benefit plans designed to reward employees while helping reduce tax liability.

Outsourced Accounting and Advisory Services

GRF provides outsourced accounting, financial management, and advisory services, from transaction processing to CFO-level support. Services include tailored accounting strategy, financial reporting and dashboards, audit support, and virtual accounting using cloud-based technology. GRF reviews client technology tools and recommends solutions suited to organizational needs, while using technology to automate processes, improve accuracy, and increase efficiency.

Category: Accounting Services

• Strengthen Financial Operations
  Access accounting, financial management, and advisory support across the finance function.
• Align Accounting With Organizational Goals
  Shape accounting strategy around organizational goals, systems, reporting, and best practices.
• Make Smarter Financial Decisions
  Use real-time information, custom dashboards, and analytics to identify strengths, address gaps, and support decisions.
• Stay Prepared For Audits
  Maintain financial documentation and receive help preparing audit materials, responding to requests, and navigating the process.
• Automate Accounting Processes
  Apply technology to automate processes while improving accuracy and efficiency.
• Collaborate Through Cloud-Based Tools
  Use cloud technology to support virtual accounting, communication, and collaboration.
• Choose Technology That Fits
  Receive recommendations based on existing tools and organizational needs, informed by technology developments.

Accounting Technology Services

GRF helps nonprofits, associations, government contractors, and other growing organizations select, implement, integrate, and customize accounting technology. The service centers on Sage Intacct and extends to connected applications, tailored finance workflows, dashboards, reporting, and automation. GRF's implementation team provides planning, deployment, training, ongoing support, and system optimization. The service also supports technology needs assessment, workflow and data structure design, integration, customization, testing, and future scalability.

• Implement Systems With Expert Guidance
  Move from selection to deployment with support for planning, design, implementation, and testing, including Sage Intacct implementation.
• Choose Technology That Fits Your Needs
  Get technology recommendations tailored to organizational requirements, workflows, reporting, and industry.
• Track Funds And Grants
  Use multidimensional accounting capabilities to support fund tracking and grant-related financial reporting.
• Connect Finance Applications
  Link accounting technology with complementary applications to create a connected financial ecosystem aligned with workflows and reporting.
• Optimize Systems Over Time
  Continue supporting and improving accounting technology so it remains aligned with goals and changing needs.
• Customize Financial Dashboards
  Present financial information through dashboards and reports tailored to organizational processes and reporting requirements.
• Connect Workflows Across Platforms
  Coordinate processes across ERP and related business applications through workflows tailored to organizational needs.
• Automate Recurring Finance Work
  Replace recurring or manual finance processes with customized automation to streamline work and reduce manual workloads.
• Plan For Future Growth
  Align technology decisions and future upgrades with organizational goals and evolving needs.
• Access Real-Time Financial Insights
  Use real-time dashboards and cloud access to view financial information and gain organizational insight.
• Automate Consolidations And Approvals
  Reduce manual steps in financial consolidations and approval workflows.
• Prepare Teams To Use Systems
  Include team training in implementation to help staff get started with new technology.

Risk & Advisory Services

GRF provides advisory services to help organizations navigate opportunities and challenges, manage risk, and support their missions. Services span cybersecurity and privacy risk, enterprise risk management, ESG, fraud prevention and investigations, government contractor and grantee compliance, internal audit, strategic planning, board governance, financial system assessments, and valuation. Support includes practical solutions, risk assessments, recommendations, and co-sourced or outsourced resources. GRF's dedicated services include valuation and exit planning, cybersecurity assessments, fraud and forensic accounting, internal audit resources, strategic planning, board assessments, financial system selection and implementation, and government funding compliance.

• Build A Tailored Anti-Fraud Program
  Establish or assess program components suited to the organization, including policies, procedures, risk assessments, communication, monitoring, and controls.
• Assess And Address Cybersecurity Risks
  Identify cybersecurity and IT risks, gaps, and compliance needs through assessments, audits, testing, training, and access management support.
• Strengthen Resilience To Uncertainty
  Connect risk management with strategic planning to support responses to uncertainty, organizational resilience, and mission fulfillment.
• Identify And Prioritize Fraud Risks
  Assess fraud and corruption risks and related controls, then develop recommendations and monitoring approaches suited to the organization.
• Investigate Allegations And Document Findings
  Clarify potential misconduct, events, and financial impact through objective investigative procedures and documented findings.
• Clarify Complex Financial Activity
  Use documented analysis of transactions and funds to understand financial relationships, resolve disputes, and inform decisions.
• Navigate Government Funding Requirements
  Access compliance support for government funding requirements, contractor regulations, audits, cost reporting, cybersecurity, and grant guidance.
• Strengthen Cybersecurity Compliance
  Identify gaps and strengthen supporting evidence for cybersecurity compliance through readiness assessments, testing, and documentation reviews.
• Identify Causes And Prevent Recurrence
  Understand control failures and address weaknesses that allowed fraud to occur.
• Investigate And Report Whistleblower Allegations
  Obtain support to document allegations, conduct investigations, and report findings.
• Scale Internal Audit Support
  Use flexible co-sourced or outsourced resources for risk assessment planning, execution, and ongoing maintenance.
• Develop Or Improve Strategic Plans
  Examine critical success areas and use facilitated planning exercises to develop or improve a strategic plan.
• Promote Board Accountability
  Assess nonprofit boards to support accountability and alignment with governance practices.
• Inform Decisions With Valuations
  Use asset and business valuations to inform strategic decisions, understand value drivers, and support exit planning.
• Align ESG Strategies With Organizational Values
  Develop ESG strategies that support organizational values and growth while creating long-term value.
• Review Third Parties And Identify Gaps
  Evaluate third parties and agreements to identify potential vulnerabilities and process gaps for follow-up.
• Select And Implement Financial Systems
  Access additional expertise or capacity to support financial system selection and implementation.
• Address Nonprofit Financial And Operational Needs
  Access financial, technical, and operational expertise for nonprofit organizations.

Technology selection and implementation

GRF helps organizations evaluate, select, and implement accounting technology to improve existing processes, transparency, and efficiency. Its team assesses organizational needs, recommends suitable technologies, and supports implementation, integration, customization, training, and ongoing optimization. GRF's accounting and industry experience helps clients align technology with workflows and financial operations.

• Choose Technology That Fits Your Needs
  Get recommendations tailored to organizational requirements, workflows, and industry, supported by accounting and technology expertise.
• Implement Systems With Expert Guidance
  Move from selection to deployment with support for planning, design, implementation, and testing.
• Align Systems With Your Workflows
  Connect technology design to organizational workflows and data structures so systems reflect operational and reporting requirements.
• Connect Applications Across Your Finance Ecosystem
  Integrate accounting systems with related applications to create a connected financial ecosystem aligned with workflows and reporting.
• Tailor Technology To Your Processes
  Adapt technology to specific processes, reporting needs, and industry applications.
• Evolve Systems As Your Organization Grows
  Continue improving and aligning technology with organizational goals through support, optimization, and scalability guidance.
• Prepare Your Team To Use New Systems
  Train teams as part of implementation so they can use new technology.

Nonprofit consulting

GRF provides strategic guidance on financial and operational decisions for nonprofit organizations. Its multidisciplinary team understands nonprofit needs and offers audit and assurance, tax planning and preparation, risk and advisory services, accounting technology, technology selection and implementation, and outsourced accounting. GRF serves tax-exempt organizations across sectors, including international NGOs, and supports specialized global tax services and field office audits.

• Strengthen Financial And Operational Decisions
  Work with advisors who understand nonprofit needs and can guide financial and operational decisions.
• Access Specialized Nonprofit Expertise
  Draw on experience across disciplines and nonprofit sectors.
• Navigate Nonprofit Tax Requirements
  Address nonprofit tax planning, filings, and compliance, including guidance intended to help maintain tax-exempt status.
• Address Organizational Risks
  Use risk, cybersecurity, fraud, internal audit, strategic planning, and governance support to address organizational challenges.
• Support Nonprofit Financial Assurance
  Access nonprofit audit and assurance services within a broader set of financial and advisory resources.
• Improve Accounting Processes
  Select and implement accounting technology and improve accounting processes with a focus on transparency and efficiency.
• Support International NGO Operations
  Access on-site audits across multiple regions and local expertise in more than 130 countries, including field office audits and global tax support.
• Access Expert Accounting Resources
  Use outsourced accounting resources to support organizational accounting needs.

Government contractor services

GRF provides government contractors with accounting, assurance, tax, compliance, technology, and advisory services throughout the business life cycle, from startup through sale or transfer. Services include audit support, FAR, CAS, and OMB compliance, cost and pricing strategies, indirect rate determination, incurred cost submissions, CMMC compliance, tax planning and preparation, outsourced accounting, and Unanet ERP support. GRF works with veteran-owned, small, emerging, and disadvantaged businesses to help address challenges, simplify reporting, and position businesses for growth or a successful exit.

• Address Government Compliance Requirements
  Get specialized support for FAR, CAS, OMB, systems, and CMMC requirements relevant to government contractors.
• Navigate Every Business Life-Cycle Stage
  Receive support as a government contracting business moves from startup toward growth, sale, or transfer.
• Strengthen Audit Readiness And Assurance
  Access audit, assurance, and audit support services, including employee benefit plan and SOC 2 audits.
• Select, Implement, And Support Unanet ERP
  Get Unanet ERP selection, implementation, remediation, and support for systems used to manage indirect costs, monitor DCAA compliance, and develop audit-ready practices.
• Develop Cost And Pricing Strategies
  Work with GRF on cost and pricing strategies for government contracting.
• Determine Indirect Rates
  Receive support with determining indirect rates for a government contracting business.
• Prepare Incurred Cost Submissions
  Get consulting support for incurred cost submissions.
• Plan And Prepare Business Taxes
  Access tax planning and preparation as part of the government contractor offering.
• Prepare For Transactions And Exits
  Access due diligence and transaction advisory when considering a sale, transfer, or other transaction.
• Access Outsourced Accounting Support
  Use outsourced accounting services to support a government contracting business.
• Manage Cybersecurity And Operational Risks
  Access cybersecurity, enterprise risk management, and internal audit services alongside CMMC compliance support.
• Address Fraud Risks And Investigations
  Access fraud and forensic accounting services and investigations through specialized consulting and risk management.
• Obtain Business Valuation Support
  Receive valuation services through specialized government contractor consulting.
• Stay Informed On Contractor Developments
  Use relevant resources and industry insights to follow developments affecting government contractors.