Nonprofit Organizations
Nonprofit leaders carry a unique responsibility: stewarding donor dollars while meeting mission goals. Our monthly accounting packages are tailored to help you remain compliant, accountable, and confident in your financial operations.
Bookkeeping
Nonprofit bookkeeping can be complex. Restricted funds, grants, and board reporting require accuracy and consistency. We keep your books up-to-date using secure cloud accounting systems, ensuring clean monthly or quarterly reports and smooth year-end preparation.
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Common pain points that we can help solve:
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Tracking restricted vs. unrestricted funds
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Inconsistent bookkeeping due to turnover
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Falling behind on grant reporting
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Difficulty preparing financials for board meetings
Accounting
We help management and the board understand the story behind the numbers. Our accounting services include accrual reporting, grant/project tracking, compliance reviews, financial statement preparation, and internal quality control. You’ll always know where your organization stands, both financially and operationally.
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Common pain points that we can help solve:
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Confusing or unreliable reports
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Not knowing whether the organization is truly sustainable
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Difficulty demonstrating compliance to donors
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Stress about meeting compliance and audit expectations when applicable
Tax
Nonprofits face strict tax and compliance requirements. We manage your annual filing, including IRS Form 990 and applicable state returns, as well as sales/excise tax filings when required. We also offer planning sessions to help you understand future obligations and avoid penalties.
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Common pain points that we can help solve:
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Uncertainty about Form 990 preparation
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Last-minute filings and missed deadlines
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Misunderstanding state-level tax requirements
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Difficulty presenting compliance disclosures
How We Work
We operate 100% virtually using secure cloud accounting platforms. Whether your board members are local or remote, meetings can be held by phone or video (Zoom or Teams), ensuring smooth communication and transparency across your leadership team.
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Connect with us here to see how we can help you.
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