Financial Services

Jones Advisors is one of the largest locally-owned, independent agencies in the Triangle. Our growth has not been through fabricated through acquisitions, but earned the old-fashioned way - with a track record of sound advice since 1956 and good old-fashioned word-of-mouth referrals. We strive to offer the same caring, friendly service today, as we did on the very first day. One of our most important guiding principals is the value of partnership and community-involvement with our local non-profit partners.

AKG Business Solutions is a company that provides a tailored approach to non-profit organizations’ financial needs. AKG serves as an extension of your staff, providing you with a team of expert consultants eager to meet the unique needs of your organization.

AKG is dedicated to helping non-profit organizations achieve their missions through a comprehensive suite of services, such as:

- Accounting
- Financial Planning and Analysis
- Budgeting and Forecasting
- Grants Tracking and Reporting
- Tax Support
- CFO Services

Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to institutions. Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach.

Nonprofit Investing

Viola Insurance Services, Inc., founded in 2013, is an independent insurance agency with a passion to serve non-profit organizations. We understand the unique risks that non-profit organizations face and offer a full complement of coverages and programs specifically tailored for all types of non-profits.

Empowering Nonprofits to Make Impactful Decisions.

Experience Mission-Driven Accounting with Chazin & Company. Accounting is our business but nonprofits are our passion. This passion, coupled with years of practical experience, has made Chazin & Company the premier provider of virtual outsourced accounting and finance solutions for the nonprofit sector.

By combining our highly qualified professionals with state-of-the-art technology, Chazin & Company is able to consistently deliver superior service to our clients.