Summit Advisory Insights
Practical articles on nonprofit audits, tax strategy, advisory services, and financial compliance — from the CPAs at Summit Advisory.
Featured Article · Nonprofit Audit
Organizations expending $750,000 or more in federal awards are required to undergo a Single Audit under OMB Uniform Guidance. Here's exactly what that means, who it applies to, and what the process looks like from start to finish.
By Summit Advisory CPAs · June 2026 · 8 min read
Read Article →A plain-English guide to 2 CFR Part 200 — the federal rules that govern how nonprofit organizations must account for and report on federal grant expenditures.
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Read More →A practical guide for business owners navigating their first CPA engagement — what the process looks like, what to prepare, and what questions to ask.
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Read More →Most people wait too long to begin estate planning. This primer explains the core documents, decisions, and strategies to address — regardless of your wealth level.
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