Client Accounting & Advisory Services (CAAS) for nonprofits.

Outsourced accounting, reporting, and advisory from bookkeeping through CFO-level engagement.

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18+

years of nonprofit-exclusive practice

500+

nonprofit clients served

60+

nonprofit professionals

95%+

client retention rate

Our Client Accounting & Advisory Services.

Our CAAS offerings span six distinct areas, scoped to your organization’s needs. Some nonprofit organizations engage across all six. Others begin with one or two and expand over time.

Accounting & finance operations.

The operational core of every CAAS engagement. We maintain your general ledger, process payables and receivables, coordinate payroll, and close the books on a reliable monthly and annual cycle. Financial statement preparation and donor-restriction tracking are part of that same cycle.

Accounting & Reporting

Accounting & data systems implementation.

The systems underneath your accounting function determine what your reporting can do. We evaluate, select, and implement accounting platforms matched to your organization’s reporting needs, grant complexity, and scale. That work begins at the chart of accounts and extends through integration with payroll, grants, and operational systems.

It also includes the layer that typically falls outside an organization’s immediate operational priorities: reporting optimization, dashboard development, workflow automation, and process alignment during transitions. Where AI-assisted processing can reduce manual effort, we build that into the infrastructure too.

Accounting & data systems implementation.

Advisory & financial leadership.

At a certain scale, sound bookkeeping alone is not enough. Leadership needs a financial partner involved in the decisions that shape the organization’s direction. We provide budgeting, forecasting, cash flow planning, and scenario analysis that informs major organizational choices.

Fractional CFO and controller-level engagement puts senior financial leadership at the table without a full-time executive hire. This scope extends to compensation benchmarking, organizational financial assessments, and interim leadership support during executive transitions.

Process & internal control assessments.

Strong financials depend on disciplined processes and effective controls behind them. We assess your accounting workflows against nonprofit best practices, identify segregation-of-duties gaps and risk exposure, and design practical improvements matched to your organization’s actual staffing level and growth trajectory.

Internal Controls
Process & internal control assessments.
Compliance & governance.

Compliance & governance.

Board members carry fiduciary financial oversight duties that few were specifically recruited to provide. We build the governance infrastructure your board needs: audit committee structuring, financial literacy programming, Form 990 governance review, and ongoing financial statement education that builds capacity over time, not just at orientation.

Compliance & Governance

Uniform Guidance & grant compliance support.

Organizations receiving federal funding face compliance requirements beyond standard nonprofit accounting. We prepare your books, controls, and supporting documentation for the scrutiny Uniform Guidance demands: cost allocation methodology and allowability review, compliance readiness assessments, and internal controls documentation built to withstand federal audit testing. When your Single Audit begins, your auditor receives records built for the work.

Grant & Compliance Audits

The standard your stakeholders require.

Not adequate. Not catching up. Precision and timeliness that boards, funders, and auditors depend on, built and maintained by a team whose entire practice is nonprofit accounting.

Reporting on your cadence.

Financial information arrives in time to inform the decision in front of you. Reports are built for the people who use them and delivered on a cadence that matches how your organization actually operates.

Year-round financial counsel.

Financial questions are addressed as they develop. The advisory relationship runs continuously alongside your operations, so guidance arrives when it can still change the outcome.

Financials every stakeholder trusts.

Every financial statement is prepared with its full audience in mind: funders evaluating stewardship, auditors testing compliance, board members exercising fiduciary oversight. The same numbers serve all three without translation.

Sector depth in every call.

Restricted funding, conditional grants, evolving regulatory requirements, and board-level governance expectations define the operating environment we work in every day. That accumulated context informs every recommendation and every deliverable.

Systems designed for growth.

The financial systems, processes, and controls we implement are designed for where your organization is now and where it is heading. Infrastructure built correctly at the start supports growth without requiring a rebuild as scale increases.

Which level of support fits your organization.

CAAS is not a single fixed scope of work. Engagements range from transaction-level bookkeeping through outsourced CFO-level strategic advisory, and organizations commonly start at one level of support and deepen it as needs evolve. The right starting point depends on your current finance team, your board’s reporting expectations, and where the most pressing gaps exist. Each is a starting point, scoped to your organization rather than sold as a package.

Bookkeeping.

Transaction recording, bank and fund reconciliations, and accounts payable and receivable. The operational floor that keeps the books accurate and current on a reliable monthly cycle. Best fit for organizations with an in-house controller who needs dependable day-to-day support.

Outsourced controller.

Bookkeeping-level work plus month-end close, GAAP-compliant financial statement preparation, internal controls oversight, and functional expense tracking aligned to Form 990 reporting. Best fit for organizations without a dedicated controller who need board-ready numbers on a predictable cycle.

Outsourced CFO.

Controller-level support plus board reporting, budget development, cash flow forecasting, scenario modeling, and strategic financial advisory. Best fit for organizations that need a senior finance leader at the table for major decisions without a full-time executive hire.

Start where the gap is.

When you’re ready to determine the right starting point, that conversation begins with a partner who already knows the sector.

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From assessment to ongoing partnership.

01

Current-state review.

We assess your existing books, chart of accounts, reporting cadence, and staffing before recommending anything. No engagement starts with a prescribed solution.

02

Systems assessment.

We evaluate whether your current accounting platform still serves your reporting needs and grant complexity, or whether a different system better matches your scale and reporting requirements.

03

Transition plan.

We build a migration and onboarding timeline sequenced to avoid disrupting an active fiscal year or audit cycle, with clear milestones for when responsibilities transfer.

04

Reporting cadence.

We establish the monthly, quarterly, and board-meeting reporting rhythm your organization actually needs, calibrated to your board’s calendar rather than a generic monthly template.

05

Ongoing partnership.

Your dedicated team stays engaged year-round. This is a financial partnership embedded in your operating rhythm, not a vendor relationship that activates at year-end.

Built for the mission.

Han Group LLC was founded on a deliberate choice: serve nonprofits exclusively. Eighteen years later, that choice is the whole practice, led by eight partners. Our work is technical. Our approach is human.

About Han Group

Explore CAAS in depth.

Learn more about our client accounting and advisory services and find the right level of support for your organization.

Accounting & reporting.

The monthly close, financial statement preparation, and board-ready reporting infrastructure that forms the operational core of every CAAS engagement.

Compliance & governance.

Board financial education, audit committee support, and governance infrastructure that equips your board to meet its fiduciary oversight duties with confidence.

Internal controls.

Assessment and design of the financial controls that reduce fraud risk, prevent audit findings, and protect your organization’s credibility.

The latest from Han Group.

Published perspective and upcoming programming for nonprofit finance leaders.

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Our offices.

Han Group serves nonprofits nationwide. Four offices anchor our practice: Washington DC, McLean VA, Stafford VA, and New York NY.

Washington, D.C.

1020 19th Street NW, Suite 800

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McLean, VA.

1750 Tysons Blvd, Suite 1500

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New York, NY.

One Liberty Plaza, 165 Broadway, 23rd Floor

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Stafford, VA.

800 Corporate Drive, 3rd Floor

Your mission deserves a financial partner built for it.

Accounting that arrives after the decision is made is documentation, not support. A partner can scope what timely would look like for your organization.

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Frequently asked questions.

CAAS is a range of outsourced accounting and advisory support, from transaction-level bookkeeping through outsourced CFO-level strategic advisory. Bookkeeping covers transaction recording and reconciliation. CAAS extends that foundation to include financial statement preparation, board-ready reporting, cash flow forecasting, and strategic financial guidance, all scoped to your organization’s specific needs.

A typical engagement includes month-end close, GAAP-compliant financial statement preparation, tracking of net assets with and without donor restrictions, and board-ready reporting. Engagements at the CFO level add cash flow forecasting, budget development, and CFO-level strategic advisory. Every engagement is scoped to the organization rather than a fixed package.

Common triggers include controller turnover or vacancy, board concerns about reporting timeliness or quality, growth beyond what a single-person finance function can support, or preparation for a first audit. If the finance function cannot answer basic cash-position or budget-variance questions between board meetings, that is usually the signal.

An in-house hire provides daily presence but carries full compensation costs and may lack nonprofit-specific accounting depth. Outsourced CAAS provides partner-level expertise and team-based coverage at a scope matched to actual need. When a staff member is unavailable, the engagement continues without interruption.

We work most frequently within QuickBooks for smaller organizations and Sage Intacct for those needing stronger grant tracking, donor-restriction reporting, and multi-entity consolidation. We assess platform fit during onboarding rather than defaulting to one system, and we support transitions when an organization has outgrown its current software.

Yes. Organizations commonly start at outsourced controller support and add CFO-level advisory as board reporting demands, funding complexity, or organizational scale increase. The engagement expands within the same team and infrastructure, without requiring a provider switch or rebuilding the accounting systems already in place.

Our nonprofit audit experience brings an auditor’s perspective to every CAAS engagement. We know the documentation, reconciliations, and financial reporting that outside auditors expect, and we keep CAAS clients audit-ready throughout the year so they arrive at fieldwork prepared.

A typical transition runs 30 to 60 days, depending on the condition of existing records and whether a software migration is involved. We sequence transitions to avoid disrupting an active fiscal year-end or audit cycle, and your existing reporting cadence stays intact while the underlying infrastructure improves.