As the leader of an association or membership organization, you balance your mission with the realities of a landscape that’s constantly changing. Member expectations evolve, revenue streams shift, and regulatory pressures demand ongoing vigilance. You’re tasked with sustaining your organization’s impact while adapting to these challenges—requiring both strategic insight and day-to-day financial clarity.
AAFCPAs partners with associations and membership organizations across New England and beyond, delivering audit, tax, accounting, and advisory solutions tailored to the complexities of member-based nonprofits. Our team provides the insight-driven support you need to strengthen operations, stay compliant, and move your mission forward with confidence.
Expertise Tailored to Associations and Member-Based Nonprofits
We understand the complexities unique to associations:
Diverse Revenue Streams: As associations diversify beyond membership dues, managing the financial complexity of sponsorships, grants, and educational programs becomes critical. We provide the strategic financial oversight to ensure every revenue stream is compliant and optimized. This is especially true for large annual conferences, where we help clients develop sophisticated pricing strategies to turn their main event into a primary driver of year-round financial stability.
Expense Management: We help design cost allocation models and identify efficiencies, so leadership can allocate resources confidently and advance your mission.
Operational Sustainability: Industry consolidation has reduced membership bases across many associations, creating financial pressure when fewer members must support the same operational costs. Rather than burden remaining members with higher dues, we help associations develop alternative revenue streams while navigating the tax implications and revenue recognition requirements that come with diversified income sources. Our advisors are skilled at supporting healthy reserves, risk management, and succession planning for long-term stability.
Regulatory Challenges: From IRS Forms 990, unrelated business income tax (UBIT), and state filings to the complex rules surrounding advocacy and lobbying, our team navigates these regulations so your board and leadership can confidently fulfill their fiduciary responsibilities.
More Than Just Accounting & Auditing
AAFCPAs delivers comprehensive advisory services, insight-driven and customized for member-based organizations:
Outsourced Accounting & Fractional CFO for Arts Nonprofits
Scalable outsourced accounting, monthly close, financial statement preparation, and strategic CFO-level advice.
Financial Statement & Employee Benefit Plan Audits
Thorough audits that enhance transparency, support compliance, and build stakeholder trust, including comprehensive expertise with FASB and ERISA requirements.
Consulting
Internal controls review, governance best practices, regulatory compliance, board training, and strategic planning facilitation.
Tax Advisory & Compliance
Guidance on UBIT, tax-exempt status, multi-state filings, and maximizing charitable giving incentives.
Process & Technology Optimization
Streamlining workflows, implementing business intelligence, and system integrations to enhance financial transparency.
Risk & Cybersecurity
Risk assessments, enterprise risk management, cybersecurity reviews, and internal controls optimization.
Wealth and Investment Advisory
Development of investment policies and strategies, endowment management, and executive benefit planning.
Why Associations Choose AAFCPAs
Clients benefit from AAFCPAs deep understanding of nonprofit accounting standards, including the latest FASB updates that keep your financial reporting on solid ground. Our benchmarking and peer comparisons give you the data you need to make informed, strategic decisions with confidence. When pursuing fundraising initiatives, capital campaigns, or managing grants, you may count on our proven guidance to navigate complex requirements and ensure compliance. If you’re considering infrastructure improvements or expansion, our expertise in facility financing and debt structuring helps you explore your options and secure the right resources. We also provide proactive regulatory insight, so you stay ahead of compliance demands and minimize risk.
Through active engagement with association leaders—hosting CFO roundtables, sharing actionable thought leadership, and offering ongoing support—AAFPCAs helps association and membership organizations anticipate what’s coming and position them for continued success.
Contact Our Team
Ready to strengthen your financial future and empower your mission? Whether you need assistance optimizing operations, responding to regulatory updates, or pursuing growth opportunities, our team is ready to help. Contact one of our team members below or through the contact form.
John Buckley
Charles Webb
Contact Us
We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to you within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>