About ALM Associates Group
Built for the Work That Matters
We started ALM Associates Group with a single conviction: nonprofits deserve the same caliber of financial expertise as any Fortune 500 company — without the Fortune 500 price tag or the impersonal service.
Our Story
A firm born from a gap in the market
For years, we watched mission-driven organizations struggle with the same problem: they had passionate leaders, meaningful programs, and real community impact — but their financial infrastructure couldn't keep up. Bookkeeping was inconsistent. Reporting was unclear. Audits were stressful. And the accountants they could afford didn't understand the unique demands of nonprofit finance.
ALM Associates Group was founded to change that. We built a boutique practice focused exclusively on nonprofits — bringing deep expertise in fund accounting, grant compliance, and board reporting to organizations that have historically been underserved by the accounting profession.
Today we serve nonprofits across Texas, California, and Ohio — from grassroots startups to established organizations managing multi-million dollar budgets. The size of the organization changes. Our commitment to boutique, senior-level attention does not.
What We Believe
The principles that guide every engagement
Mission First
Every financial decision we help you make is filtered through one question: does this serve your mission? We never lose sight of why your organization exists.
Boutique Attention
You work directly with senior advisors — not junior staff handed a template. Every client gets the full weight of our expertise and our genuine investment in their success.
Radical Clarity
Finance shouldn't be a black box. We communicate in plain language, explain our reasoning, and make sure every stakeholder — from the ED to the board — understands the numbers.
Nonprofit Expertise
We exclusively serve mission-driven organizations. Fund accounting, grant compliance, restricted funds, Form 990 — this is all we do, and we do it at a deep level.
The Boutique Difference
What sets ALM apart
Senior-Level Access
When you work with ALM, you work with experienced advisors — not entry-level staff. Your questions get answered by people who have seen it before and know what to do.
Nonprofit-Only Focus
We don't split our attention between for-profit and nonprofit clients. Our entire practice, our training, and our systems are built around the specific demands of mission-driven finance.
Multi-State Reach
With presence in Texas, California, and Ohio, we serve nonprofits wherever they operate — with local knowledge and national perspective.
Long-Term Partnership
We don't do one-off engagements and disappear. We build lasting relationships with our clients, growing alongside their organizations and adapting our support as their needs evolve.
Our Team
Advisors who are invested in your mission
Every member of the ALM team brings deep nonprofit finance expertise and a genuine commitment to the organizations we serve.
ALM Leadership
Founding Partners
The ALM leadership team brings decades of combined experience in nonprofit accounting, audit preparation, and financial systems development — serving organizations from startup nonprofits to established institutions managing complex multi-funder budgets.
Where We Work
Serving nonprofits across three states
Texas
Dallas · Houston · Austin
California
Los Angeles
Ohio
Cleveland
Ready to work with a firm that gets it?
Start with a free discovery call. We'll learn about your organization, share how we work, and tell you honestly whether we're the right fit.