Compliance & Audits

At Calloway & Co., we know that compliance and risk management can feel overwhelming—especially for nonprofits juggling limited time, staff, and resources. Whether you're facing an upcoming audit, unsure about your internal policies, or just trying to make sure you’re doing things “by the book,” we’re here to help.

We offer thoughtful, confidential guidance to help you get organized, reduce risk, and feel confident in your operations.

At Calloway & Co., we support nonprofits in navigating the complex world of regulatory compliance, fiscal accountability, and organizational risk—discreetly and strategically. Whether you're preparing for an audit, strengthening internal protocols post-audit, or responding to a fundraising compliance issue, we provide expert, judgment-free guidance tailored to your organization’s needs and capacity.

Our goal is to help you meet your obligations while minimizing exposure to financial, reputational, and regulatory risk (or facing a large audit bill…) From your donor data policy to clear protocols for gift acceptance, we guide you in building internal systems that protect your people, data, assets, and public trust.

Areas of Consultation Include:

  • Charitable Solicitation Requirements

  • Fundraising Compliance & Internal Controls

  • Audit Preparation & RFP Review

  • Risk Assessment & Governance Policy Development

Common Questions We Help Answer:

  • Are our current policies outdated or missing?

  • Do we need to register to solicit donations in every state?

  • Who should be opening mail, recording gifts, and depositing funds?

  • Are our controls strong enough for auditors and funders?

Our approach is collaborative, confidential, and rooted in a deep understanding of nonprofit operations. We meet you where you are—with no judgment—and help you build systems that not only comply with best practices but also reinforce the strength and sustainability of your mission.

Calloway & Company maintains a trusted network of auditor and tax attorney referrals. This website is for informational purposes only and does not constitute legal advice. Please do not act or refrain from acting based on information provided on this website.