Business Details
Expert Nonprofit Accounting & Audit Services in Orlando, FL
Batts Morrison Wales & Lee (BMWL) was founded on the principle of providing exceptional accounting services exclusively to nonprofit organizations. Our team shares a deep passion for supporting entities that make a positive impact in their communities, driven by a commitment to excellence and integrity. With decades of combined experience, our professionals specialize in audit, tax, and advisory services tailored to the unique needs of nonprofits, including churches, charities, associations, and educational institutions. We prioritize proactive communication, identifying critical issues before they arise, and delivering practical solutions to enhance financial health and compliance.Our firm is built on scriptural values, ensuring our work aligns with ethical standards and serves both our clients and the broader mission of the nonprofit sector. As an independent member of the BDO Alliance USA, we combine national expertise with personalized service, offering access to resources that strengthen our clients' operations. BMWL is dedicated to empowering nonprofit leaders through education, strategic guidance, and a relentless focus on protecting their financial integrity and exempt status.
Services
Audit Services
Tax Compliance
Strategic Advisory
Lean Advisory
Expert Witness
Internal Control Assessments
Board Governance Training
Foreign Grant Compliance
Executive Compensation Review
Nonprofit Financial Education
Highlights and features
- We specialize exclusively in nonprofit accounting, with over 30 years of sector-specific expertise.
- Our team proactively identifies compliance risks and financial vulnerabilities to protect your mission.
- We offer tailored tax strategies to maximize exemptions and reduce liabilities.
- Our Lean Advisory Services streamline financial workflows for greater efficiency.
- We combine national resources through the BDO Alliance with personalized client service.
What people say
Exceptional sector knowledge
Proactive compliance support
Tailored strategic advice
Streamlined operations
Ethical integrity
Services
Audit Services
BMWL conducts comprehensive audits to ensure nonprofit financial statements are accurate and compliant. Our team assesses internal controls, identifies fraud risks, and provides actionable recommendations. We deliver detailed reports on internal control and tax compliance, helping organizations maintain donor trust and regulatory adherence. Our audits include cash processing evaluations and third-party confirmations to ensure transparency and accountability.
Tax Compliance
We specialize in federal and state tax compliance for nonprofits, including exemption protection, unrelated business income, and executive compensation. Our services cover Form 990 filings, political activity restrictions, and international tax implications. We represent clients before the IRS and help recover state/local tax savings through exemption optimization and strategic filings.
Strategic Advisory
Our advisory services focus on risk management, board governance, and financial efficiency. We develop tailored strategies for budgeting, corporate structure, and policy development. By analyzing workflows and compliance gaps, we help nonprofits strengthen operations, reduce liabilities, and align financial practices with their mission-driven goals.
Lean Advisory Services
This service streamlines nonprofit financial operations using Lean Six Sigma principles. Our team conducts onsite assessments to identify inefficiencies, reduce waste, and improve workflow quality. By reallocating staff time and modernizing systems, we enhance productivity while lowering operational stress and costs for sustainable growth.
Expert Witness Services
BMWL partners provide expert testimony in legal cases involving nonprofit tax and accounting issues. With deep sector knowledge, we offer court testimony, depositions, and analysis on compliance disputes, ensuring clients receive authoritative support in complex legal matters.
People
Michael E. Batts
Managing Partner
Mike Batts has over 30 years of nonprofit accounting experience, advising on governance, tax compliance, and risk management. He chairs national policy panels, authored industry books, and leads BMWL's strategic direction.
Kimberly D. Morrison
National Director Quality Assurance
Kim Morrison oversees audit/tax systems and quality control, with 30+ years in nonprofit auditing. She contributes to BMWL's educational resources and ensures compliance with licensing and CPE standards.
Michele M. Wales
National Director Tax Services
Michele Wales leads tax strategy for nonprofits, with expertise in federal/state compliance. She trains staff, contributes to industry publications, and serves on nonprofit boards to enhance financial practices.
Michael M. Lee
National Director Audit & Assurance
Mike Lee supervises audit engagements and training programs, with 25+ years in nonprofit auditing. He contributes to accounting guides and serves on advisory committees for nonprofit financial standards.
Dale G. Houser
Assistant National Director Audit
Dale Houser leads complex audits and Single Audit engagements. He speaks nationally on nonprofit accounting and holds certifications in government auditing standards to ensure compliance excellence.
Questions
What services does BMWL offer for nonprofit organizations?
BMWL provides audit, tax compliance, strategic advisory, Lean process optimization, and expert witness services tailored to nonprofits, churches, charities, and associations.
Do you serve clients outside the United States?
Yes, we serve U.S.-based nonprofits with international operations and organizations in multiple countries through our global network.
How does BMWL handle tax compliance for nonprofits?
We specialize in federal, state, and local tax exemptions, unrelated business income, executive compensation, and international tax compliance for nonprofits.
What is Lean Advisory Services for nonprofits?
Our Lean Advisory Services reduce inefficiencies in financial workflows using Six Sigma methodologies, improving operational efficiency and reducing costs.
How does BMWL support board governance?
We provide board training, governance policies, risk management strategies, and compliance frameworks to strengthen nonprofit leadership.
Can small nonprofits benefit from BMWL's services?
Yes, we offer scalable solutions including tax reviews, internal controls, and compliance assessments tailored to organizations of all sizes.
