Nonprofits & small business · Indianapolis · Nationwide
Financial clarity.Strategic confidence.Sustainable growth.
Expert tax and accounting guidance that empowers you to build a stronger financial future — for the nonprofits serving their communities and the small businesses growing alongside them.
Erin Anderson, CPA· Big Four trained· Serving clients since 2017
What we offer
Strategy first. Compliance always.
Whether you are stewarding donor funds, filing taxes, or growing a business, the work starts with understanding where you are actually trying to go.
Our specialty
Nonprofits are not just small businesses with a mission.
Restricted funds, grant reporting, board governance, Form 990, and GASB-aligned practice are a different discipline from commercial accounting — and getting them wrong costs organizations funding and credibility.
It is the work we do most, for community development corporations, churches, and mission-driven organizations that need professional oversight without the cost of a full-time internal accounting department.
-
Restricted vs. unrestricted fund tracking
Every dollar traceable to its purpose. -
Board-ready reporting
Statements a volunteer treasurer can present with confidence. -
Form 990 support
Prepared or supported, and filed on time. -
Grant reporting
Funder schedules built from records that already reconcile. -
Audit-ready year round
Not a scramble every spring.
Our core pillars
Educate. Advocate. Consult. Grow.
Four commitments that shape how every engagement runs.
01 — Educate
You understand the why
Numbers explained in plain language, so decisions stay yours to make.
02 — Advocate
Someone in your corner
Notices answered and your interests represented to funders, boards, and authorities.
03 — Consult
Ask before, not after
The call before you sign is worth more than any deduction found afterward.
04 — Grow
Built to compound
Clean records and deliberate structure are what let an organization outlast its founder.
Who we serve
Mission-driven organizations and the businesses beside them.
Based in Indianapolis and working with clients across the country. Remote onboarding is the norm, not the exception.
- Community development corps
- Churches & faith organizations
- Grant-funded nonprofits
- Foundations & associations
- Real estate & rentals
- Contractors & trades
- Professional services
- Individuals & families
About the firm
A strategic partner for your financial future.
Legacy CPA Group is built on the belief that strong financial guidance can change what is possible. A legacy is what survives the handoff — to the next director, the next board, the next funder asking for three years of statements. That only works if the records behind it are honest and complete.
“Plan ahead, don’t look back.” — Erin Anderson, CPA
Let's build confidence into your financial decisions.
Book a discovery call and gain a partner who helps you plan ahead, not look back.