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Industry-specific Solutions

Every nonprofit is not the same

Each type of organization—whether educational institutions, social service providers, or faith-based organizations—faces unique challenges in managing finances, ensuring compliance, and operating efficiently. Tereo Group is purposefully built to meet these specific needs, offering tailored solutions and expert guidance to help mission-driven organizations thrive while staying focused on their core goals.

Education

Tereo Group partners with a wide range of educational institutions, including private schools, charter schools, after-school programs, and education-focused nonprofits.
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Social Services

Tereo Group partners with Social service organizations in a variety of sectors, including housing services, food assistance programs, mental health initiatives, and family support organizations.
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Faith-Based

Tereo Group partners with faith-based organizations, from churches and mission organizations to community outreach ministries.
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Why Tereo

Smarts? Sure. But it’s our principles that set us apart. We love serving, solving problems, and setting up clients for success.

Mission First

While important, we understand that chasing profits isn't the highest calling of your organization. Same with us. Impact, trust, stewardship & character are the foundation of our firm. We purposefully partner with organizations that share the same vision.

Technical Expertise

Our team of CPAs and advisors have decades of technical training & execution at the highest levels. Experience that provides expert advice and counsel to our clients.

Leading Technology

We’ve been in the technology sales meetings. Used many of the different systems. And through experience know which ones disappoint and which are the best fit for your organization. We don’t profit from the technology we recommend; the only one that benefits is you.

Valued Partnership

Consider us as another part of your team. We fully support your mission and believe that when our service meets your needs and adds value to your operations, it’ll make a big impact. You’ll notice how our standards go beyond the traditional "accounting and advisory services." Why? Our firm exists to serve organizations such as yours.

Loved by our clients

"Tereo Group has transformed our financials as a church. We used to operate with just one bookkeeper, and as we launched new initiatives and programs, we looked for a strategic firm that would equip us to better understand our finances. We are now planning where we are going instead of looking at where we are coming from."
Aaron Lundberg
Senior Executive Director
Grace Church
“Thank you x 1,000! The entire Tereo team has made a huge impact on our organization’s ability to work efficiently through better communication, systems, and processes. Most importantly, the Tereo team has been crucial during our recent transitions and has served as an inspiration as we reflect on our own approach to work, team culture, and mission.”
Kate Calabra
Interim CEO
Illinois Science & Technology Coalition
"Working with Tereo Group has truly been an outstanding experience. From day one, the team made us feel like a priority, taking the time to really understand our school and what we needed. They didn’t just provide standard accounting services—they became trusted advisors, always offering thoughtful, personalized solutions."
Rita Nolan
Executive Director
The Montessori Network

The Dollars Make Sense

We understand the importance of fixed and predictable fees. At Tereo Group, our fees are always fixed, ensuring there are no surprises. This predictability helps you budget with confidence.

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