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Client Testimonials

Read what our clients have to say about our work:

Within a period of 9 months, we went from not having financial statements to being audit-ready, thanks to the Halpert CPAs team! Halpert CPAs guided us to a place of comfort and confidence in our financials.
We appreciate all that Halpert CPAs did to help us get to an approved budget and BEAUTIFUL financials for our first year of operations. Our new Board was extremely pleased with the information available as they dove deeply into our financial picture.
— GINA CLAYTON, Executive Director, Essie Justice Group
I have the deepest gratitude for the Halpert CPAs team. I could not have survived in my role as a part-time finance director without Halpert CPAs. Once your firm was on board, I slept so much better at night knowing I was not the only one looking at the books.
— ABBEY LARNER, Former Director of Finance, OneGoal
This was like the accounting version of a spa treatment.
— MARDIE OAKES, Hello Housing, Executive Director
Mark and his team are super responsive and helpful. They always make an extra effort to simplify complex accounting issues and to ensure that we understand the processes.
— HEIDI WILLIAMS, Director, Finance and Control, Worldreader
Mark Halpert and his team are a terrific resource for early-stage non-profit organizations seeking to build accounting infrastructure and knowledge. Their expertise, commitment to building staff and systems capacity, and high integrity have made them a trusted partner of our foundation, as well as for many of our grantees.
— ANNE MARIE BURGOYNE, Former Portfolio Director, Draper Richards Kaplan Foundation

Our Clients

When the team of auditors visited our organization to perform the audit field work, they finished at noon! They were impressed with how organized and accurate our books are. Thanks to Halpert CPAs for your diligence, accuracy, attention to detail, persistence and everything else that goes into running such a tight ship. I’m extremely grateful to have all of you supporting us. Well done, team!
— CHERIE GRAHAM, Girls Leadership, Deputy Director
When we moved from being a fiscally sponsored project to an independent 501(c)3 entity, Halpert CPAs were there to guide us through the process step by step. It’s wonderful to have a budget and easy to produce financial reports that represent our unique programs. In addition to month-end close and grant allocation support, they are always available to answer questions about proper bookkeeping and nonprofit accounting practices.
— JAMIE RAMIREZ, Operations Manager, Lava Mae
Halpert CPAs has made such a big difference for StoryCenter! It is a pleasure to work with them and our organization is benefiting infinitely from our improved accounting system.
— JOE LAMBERT, Executive Director, StoryCenter
Spark has had a very positive experience working with Halpert CPAs. Mark helped establish financial systems for our young and rapidly growing non-profit, has been a pleasure to work with, is always responsive, and makes it easy for us to stay on top of our financial management and accounting. He’s reliable and responsive, knows his field well, and always suggests creative and helpful solutions to our questions. Moreover, he’s very friendly and a pleasure to work with. I highly recommend him.
— CHRIS BALME, Former Executive Director, Spark
Mark and his team are great communicators and accountants. They are familiar with non-profit best practices, and use them to meet our specific needs. They are deadline-focused, attentive to detail, and responsive to non-routine requests. Hiring Mark solved a long-standing problem for me: how to find high-quality, reliable accounting for my non-profit.
— LINDA JOHNSON, Former Executive Director, Streetside Stories
Halpert CPAs services for Friends of Harvey Milk have helped us organize our finances and keep a close eye on our budget and financial health. Mark provides monthly reports that are immensely useful for our all-volunteer board. He and his team are always responsive and easily available when we have questions.
— LEANNE WALDAL, Former Treasurer, Friends of Harvey Milk Civil Rights Academy
Prior to my husband and I becoming directors of a non-profit running a summer camp, I was a graphic designer and illustrator. Colors, shapes and working with type are my sweet spot—numbers are not. Working with Halpert CPAs has been the best thing that has happened to me since taking on this responsibility five years ago. It has made the most despicable part of my job (working with numbers) so much more palatable and understandable.
— Mary Endres, Director, Camp Chippewa for Boys
Working with Mark is better than business school!
— ABIGAIL FALIK, MBA, Executive Director, Global Citizen Year