Business Details
Trusted Accounting and Auditing Services for Nonprofit Organizations
At Kattell and Company and Company, we specialize in providing accounting and auditing services exclusively for not-for-profit organizations. Our mission is to ensure that every organization we serve can focus on its operations without financial worry by delivering tailored solutions that go beyond numbers. With decades of experience, we bring industry-specific knowledge to help clients reduce audit inconvenience, mitigate fraud risks, and maintain compliance with IRS regulations. Our team prioritizes understanding the unique needs of each organization, offering recommendations that enhance operational efficiency and financial transparency. We are committed to excellence through rigorous quality control policies and regular external peer reviews, ensuring adherence to the highest professional standards.Our work extends to preparing IRS forms, advising on tax reduction strategies, and ensuring compliance with Government Audit Standards. Located in north central Florida, we serve a diverse range of nonprofits, from local community groups to national foundations. Our approach combines technical expertise with a deep commitment to the missions of our clients, making us a trusted partner in the nonprofit sector. We believe that true success lies in empowering organizations to achieve their goals, not just in balancing their books.
Services
Auditing Services
IRS Compliance
Bookkeeping
Financial Statements
Tax Preparation
Outsourced CFO Services
Single Audit Act Compliance
Form 990 Preparation
Fraud Risk Assessment
Nonprofit Consulting
Highlights and features
- Exclusive focus on nonprofit accounting and auditing needs.
- Industry-specific knowledge reduces audit inconvenience and compliance risks.
- Proven strategies to mitigate fraud and optimize tax efficiency.
- Rigorous quality control with triennial external peer reviews.
- Deep understanding of Government Audit Standards and IRS requirements.
Associations and certifications
- Florida Peer Review Committee
What people say
Industry-specific knowledge
Efficient audit procedures
Excellent compliance support
Tailored financial solutions
Proven fraud prevention
Services
Auditing Services
We conduct comprehensive audits in accordance with Government Audit Standards, ensuring compliance with the Single Audit Act. Our audits provide actionable insights to enhance operational efficiency and financial transparency for nonprofits. Clients receive tailored recommendations to reduce fraud risks and improve reporting accuracy.
IRS Compliance
Our team assists with preparing IRS Form 990 series returns, including Form 990, 990-EZ, 990-N, and 990-T. We ensure compliance with tax regulations while advising on strategies to minimize tax liabilities and maintain exempt status for nonprofit organizations.
Bookkeeping
We offer outsourced bookkeeping and CFO services, including bank reconciliations and financial statement preparation. Our solutions streamline accounting processes, allowing nonprofits to focus on their core missions without compromising financial accuracy.
Nonprofit Consulting
Our consulting services address governance, compliance, and operational challenges unique to nonprofits. We provide guidance on IRS compliance, fraud prevention, and financial best practices to strengthen organizational sustainability and mission impact.
Form 990 Preparation
We specialize in preparing IRS Form 990 and related filings, ensuring accurate reporting and compliance. Our expertise helps nonprofits avoid penalties, maintain transparency, and effectively communicate their financial health to stakeholders.
People
Stephen H. Kattell
Managing Partner
Stephen H. Kattell and Company and Company, MBA, CPA, leads Kattell and Company and Company with over 30 years of experience in nonprofit accounting. He oversees audit engagements and ensures compliance with industry standards.
Ruthie Jo Popp
Senior Auditor
Ruthie Jo Popp, a senior auditor, contributes expertise in nonprofit financial audits. She focuses on delivering accurate assessments and compliance guidance to clients in north central Florida.
Kimberly H. Ball
Senior Auditor
Kimberly H. Ball specializes in nonprofit audits and IRS compliance. Her work ensures clients meet regulatory requirements while maintaining financial integrity and transparency.
Rena McCann
Accountant / Office Manager
Rena McCann manages accounting operations and client support. She plays a key role in bookkeeping services and office administration for Kattell and Company and Company.
Questions
What services does Kattell and Company and Company and Company offer?
We provide audits, IRS compliance, bookkeeping, and consulting services tailored to not-for-profit organizations.
Why choose Kattell and Company and Company and Company for nonprofit accounting?
Our exclusive focus on nonprofits ensures deep expertise in compliance, fraud prevention, and mission-aligned financial strategies.
How do you ensure audit quality?
We undergo triennial peer reviews by the Florida Peer Review Committee to maintain high professional standards.
Do you assist with IRS Form 990 filings?
Yes, we prepare all Form 990 series returns and advise on tax compliance for nonprofits.
What areas do you serve?
We primarily serve organizations in north central Florida.
