Accounting Built for How Nonprofits Actually Operate
Nonprofit accounting has unique requirements that generic bookkeeping cannot handle. We provide fund accounting, grant tracking, donor reporting, and board-ready financials that keep your organization compliant and transparent.
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How can we help?
What You Get
Nonprofits face accounting requirements that differ significantly from for-profit businesses. We provide fund accounting that tracks restricted and unrestricted resources, grant compliance reporting, preparation support for Form 990, and financial statements formatted for board presentations and donor communications. Our goal is to give your leadership team the financial clarity they need to advance your mission.
Is This Right For You?
Who This Service Is For
See if your situation matches one of the common scenarios we help with.
Nonprofits Without a Finance Staff
Many smaller nonprofits do not have a dedicated finance person. We fill that role, ensuring your books are maintained properly and your reports are ready when you need them.
Grant-Funded Organizations
You receive government or foundation grants that require specific financial reporting and compliance documentation. We make sure you meet every requirement.
Boards Seeking Better Financial Oversight
Your board wants clearer financial reporting and stronger internal controls. We deliver the transparency that responsible governance demands.
Our Process
How We Work Together
A clear, structured process so you always know what to expect.
Organizational Assessment
We review your current accounting setup, funding sources, reporting obligations, and board needs to understand what your organization requires.
System Setup & Fund Structure
We configure your accounting system for proper fund accounting, set up grant tracking, and establish reporting templates for your board and funders.
Ongoing Accounting & Reporting
We manage your monthly bookkeeping, prepare financial statements, track grant expenditures, and deliver board-ready reports on your schedule.
Annual Compliance Support
We support Form 990 preparation, annual audit readiness, and year-end reporting to funders, ensuring your organization stays in good standing.
Common Questions
Frequently Asked Questions
What is fund accounting and why does our nonprofit need it?
Fund accounting tracks financial resources by their intended purpose, separating restricted donations, grants, and unrestricted operating funds. It is required for nonprofit compliance and helps you demonstrate to donors and regulators that you are using funds as intended.
Can you help us prepare for our annual audit?
Yes. We organize your records, prepare schedules, and ensure your financial statements are in the format your auditor expects. Being audit-ready saves time and reduces audit fees.
Do you prepare the Form 990 itself?
We provide full preparation support for Form 990, including compiling the financial data, functional expense allocations, and program service accomplishments that the form requires.
How do you handle grant reporting requirements?
We track grant expenditures by fund and cost category, prepare the financial sections of grant reports, and maintain documentation to support every dollar spent. We also monitor spending against budget to help you avoid overspending or underspending on grant funds.
Can you present financial reports to our board?
Yes. We can attend board meetings, present financial reports, and answer questions from board members. We also prepare a written financial summary that accompanies each board package.
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Learn MoreReady to Get Started?
Schedule a free consultation to discuss your needs. We will walk you through how we can help and give you a clear picture of pricing before you commit to anything.