Business Details
9 Years
experience
Trusted Accounting & Financial Advisory Services
Alta CPA Group was founded in 2017 with a mission to combine cutting-edge technology with deep expertise in accounting principles to deliver strategic financial solutions. Our team brings over 50 years of collective experience working with organizations across all sizes and sectors, including nonprofits, labor unions, governmental entities, and small businesses. We approach accounting as a partnership, guiding clients beyond compliance to create value through optimized financial processes, benchmarking, and proactive advisory services. Our commitment to education extends to regular training for clients' teams and boards, ensuring they understand their financial landscape to make informed decisions.We prioritize community engagement through pro bono work, board participation, and employee volunteer programs. Specializing in audits, tax preparation, and outsourced CFO services, we tailor solutions to meet the unique needs of each client while maintaining rigorous adherence to evolving regulatory standards. Our leadership team's extensive industry knowledge ensures clients receive insights that transform accounting from a compliance obligation into a strategic asset.
Services
Audit Services
Tax Preparation
Outsourced Accounting
Consulting
990 Filings
Employee Benefit Plan Audits
Governmental Accounting
Nonprofit Accounting
Forensic Audits
Financial Reporting
Details
- Year established: 2017
Highlights and features
- We offer 50+ years of experience serving diverse organizational needs.
- Our team specializes in audits for nonprofits, labor unions, and government entities.
- We implement automated solutions to reduce accounting costs by up to 40%.
- Our proactive compliance guidance prevents regulatory issues before they arise.
- We provide year-round financial strategy, not just annual tax/audit services.
Associations and certifications
- Employee Benefit Plan Audit Quality Center
What people say
Thoroughness and professionalism
Valuable insight provided
Trusted business partner
Sage financial guidance
Extraordinary resource
Services
Audit Services
Our audit team specializes in nonprofit, government, and employee benefit plan audits. We deliver comprehensive financial statement examinations while providing actionable recommendations for internal control improvements and regulatory compliance. With expertise in GASB standards and ERISA requirements, we transform audits from compliance exercises into strategic planning tools. Our approach combines technical rigor with practical guidance to ensure clients meet current standards while preparing for future regulatory changes.
Tax Preparation
We handle complex tax requirements for diverse organizations including multi-state filings and international reporting. Our services go beyond compliance to optimize tax positions through strategic planning and year-round advisory. Specializing in nonprofit 990 forms and government tax reporting, we ensure accurate filings while identifying opportunities for tax savings. Our team maintains up-to-date knowledge of evolving tax codes to minimize liability and maximize compliance efficiency.
Outsourced Accounting
Our outsourced accounting solutions provide expert financial management tailored to organizational needs. From basic bookkeeping to full CFO-level strategy, we deliver scalable services that transform accounting functions into strategic assets. Certified Government Financial Managers lead public sector engagements, while nonprofit specialists handle complex fund accounting requirements. Clients gain access to advanced automation tools and experienced professionals without maintaining in-house staff.
Consulting
We offer tailored consulting for financial process optimization, internal control improvements, and compliance frameworks. Services include software implementation, forensic analysis, and operational benchmarking. Our consultants help clients implement automated solutions that reduce accounting costs by 30-40% while enhancing reporting accuracy. Specific expertise covers nonprofit sustainability planning, union financial compliance, and government accounting standard transitions like GASB Statements 84-88.
Employee Benefit Plan Audits
Our ERISA-experienced team conducts full and limited-scope audits for all plan types including 401(k)s, Taft-Hartley funds, and health benefit plans. We ensure compliance with DOL and IRS requirements while providing practical guidance for plan administrators. As Employee Benefit Plan Audit Quality Center members, we maintain cutting-edge knowledge of regulatory developments. Services include participant communication reviews, payroll audit programs, and internal control assessments for plans ranging from $500k to $100M+ in assets.
People
Diana Rojas-Campbell
Audit Director
Certified public accountant with specialized expertise in nonprofit and government audits. Leads quality control initiatives and mentors audit teams in compliance with evolving accounting standards.
Jeff Griffith
Member, CPA
Experienced audit leader serving Mid-Atlantic clients. Directs complex audits for nonprofit organizations and government entities while providing strategic compliance guidance.
Todd Frankenfield
Member, Certified Government Financial Manager
Government accounting specialist with hands-on experience leading outsourced finance solutions for municipal clients. Past board treasurer for Volunteer Center of Anne Arundel County.
Amanda Ragula
CPA
Recognized nonprofit accounting expert with over 10 years of experience. Transformed audit processes for agencies growing from $5M to $15M annually through actionable financial strategies.
Mark Perry
Member, Audit & Attestation Services
Senior audit professional specializing in complex nonprofit and union financial reporting. Provides technical oversight for audit engagements across multiple industries.
Questions
What accounting services do you specialize in?
We focus on audits, tax preparation, outsourced accounting, and consulting for nonprofits, labor unions, government entities, and small businesses. Our ERISA-certified team also handles employee benefit plan audits.
How does your audit process benefit nonprofit organizations?
Beyond compliance, our audits identify opportunities to strengthen financial controls, improve reporting transparency, and optimize fund management strategies for long-term sustainability.
Can you help with government accounting compliance?
Yes, our team includes Certified Government Financial Managers who specialize in municipal accounting standards and GASB Statement implementations for towns, school districts, and regional councils.
How do you support small business clients?
We provide year-round financial guidance for tax optimization, operational benchmarking, and technology-driven accounting solutions tailored to specific industries like construction, technology, and professional services.
What makes your employee benefit plan audits different?
As members of the Employee Benefit Plan Audit Quality Center, we combine deep regulatory expertise with practical solutions for participant communications, payroll audits, and DOL compliance reporting.
Do you offer community support services?
Yes, we provide pro bono 990 preparation for eligible nonprofits and encourage team participation in local initiatives through flexible volunteer policies and board service opportunities.
