West Rhode & Roberts has more than 40 years of extensive experience in the not-for-profit community of San Diego and Southern California.

WRR knows how important audited financial statements are to your organization. We take the time to understand your business and risks, then focus our efforts where they matter most.

Audit

Our partners work directly in all areas of your engagement, including audit fieldwork and direct supervision. Our staff is involved in the community, volunteering in not-for-profit organizations.

Partner Involvement

IRS Form 990 indicates how closely your nonprofit is adhering to its stated objectives. Our expertise with tax-exempt organizations will help your Form 990 project a positive image.

Form 990

Not-For-Profit Expertise

With more than 40 years’ experience in Southern California not-for-profits, WRR offers intimate knowledge and direct partner involvement with your organization. That means you don’t have to spend time training our staff in your way of doing business. Our clients include many types of not-for-profits:

  • Private schools

  • Colleges and Universities

  • Religious dioceses

  • Churches

  • Social service agencies

  • Community development corporations and CDFI’s

  • Mental health organizations

  • Private foundations

  • Cemeteries

  • Low-income housing

  • Museums

  • Environmental organizations

Single Audit

Not-for-profits that expend more than $750,000 in federal funds need to be audited regularly. We are experts in Single Audits and OMB Uniform Guidance, and understand that your funders have specific requirements. We have a unique, efficient approach to the Single Audit that minimizes its effects on your business.

Local Relationships

West Rhode & Roberts is a full-service accounting firm. Our clients appreciate the consistency that comes from working with a privately owned, autonomous, local CPA firm. We are based in San Diego, so we make decisions about your account right here – not in Portland, Seattle or New York. We focus on you and your business.

Not-For-Profit

2741 4th Avenue

San Diego, CA 92103

Tel: (619) 615-5380

Fax: (619) 615-5389

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