Accounting Solutions for Transparent, Compliant Nonprofit Financials

From grant tracking to board reporting, nonprofit finances require precision and transparency. We help you stay compliant, organized, and audit-ready, giving you the clarity you need to focus on your programs and community impact.

Let’s Take Your Organization To The Next Level

Our proven three step method will make you compliant and growth focused

1

Evaluate and Customize

If you want to increase your profits and maximize deductions during tax season, we need to evaluate your current accounting process. Here we look out what visibility you need into your business and customize your accounting process to it. Together we decide what the best practices are needed for your individual business.

2

Clean up and Rebuild

Now we do the clean-up of your financial history into clean understandable categories. We rebuild your financial report giving you insight into spending trends, areas of excess spending, and sometimes money you haven’t collected. The comprehensive report gives you immediate clarity on what comes next.

3

Maintain and Grow

It’s time to take your business to the next level! With your foundations and reporting set, we can now advise you on what is needed to increase your company’s profits and performance. We manage everything and give you specific action steps to stay on track and help your business grow.

Additional Services

If needed, we can add these additional services to meet your needs:

QuickBooks Setup

  1. Customize the Chart of Accounts to match the business structure
  2. Invoice settings/designs
  3. Setup all employees/contractors' data
  4. Connecting Bank Feed + open balance entry
  5. Full Balance Sheet setup (loans, equity, etc)
  6. Upload transactions

QuickBooks Clean Up

  1. Customize the Chart of Accounts to match the business structure
  2. Invoice settings/designs
  3. Setup all employees/contractors' data
  4. Connecting Bank Feed + open balance entry
  5. Full Balance Sheet setup (loans, equity, etc)
  6. Upload transactions

Monthly Bookkeeping Services

  1. These done-for-you bookkeeping services include:
  2. Transaction entry and categorization
  3. Invoice and POS payout matching
  4. Monthly reconciliations for all bank, credit card, and loan accounts
  5. Monthly financial reports
  6. Year-end Digital Tax Package provided to tax preparer
  7. Year-end Adjustments
  8. Unlimited email and client portal support
Grow Your Business

Today is the day to build the organization of your dreams! Let’s talk about how optimizing your financial processes can take it to the next level.

Get Started