Nonprofits Financial Strategies Strengthen Integrity and Compliant
We specialize in providing comprehensive accounting and advisory services for nonprofit organizations. From grant compliance to IRS reporting, our experienced CPAs understand the unique financial challenges you face and offer tailored solutions that ensure accountability, efficiency, and peace of mind.
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Non Profit Accounting & Bookkeeping
Accurate and transparent financial records are the foundation of every successful nonprofit. Our accounting and bookkeeping services are designed specifically to meet the unique needs of mission-driven organizations. We help you maintain clean, organized, and audit-ready books that reflect the accountability your donors, board members, and grantors expect. Our team manages all aspects of your fund accounting, including restricted and unrestricted fund tracking, so every dollar is properly allocated and reported. We prepare detailed monthly and quarterly financial statements that give you a clear picture of your organization’s financial health and help guide better decision-making. From reconciliations to expense tracking, we ensure your records are accurate, compliant, and aligned with nonprofit accounting standards—allowing you to focus more time on advancing your mission. Fund accounting Restricted and unrestricted fund tracking. Monthly and quarterly financial statements. Reconciliations and expense reporting.
Audit Preparation & Support
Audits and grant reviews can be stressful, but with our expert guidance, they don’t have to be. We help nonprofits prepare thoroughly for annual financial audits by assessing internal controls, reviewing documentation, and ensuring your accounting records meet all compliance requirements. Our team organizes audit schedules, reconciliations, and supporting materials so that every number can be verified with confidence. We act as a liaison between your organization and external auditors, facilitating communication and addressing questions efficiently to keep the process smooth and timely. Whether you’re facing your first audit or your tenth, we provide the structure, insight, and support needed to help your organization demonstrate transparency, accountability, and financial integrity.Internal control assessments
Core Financial Accounting Services We Offer
Nonprofit Accounting & Bookkeeping
We provide accurate, transparent accounting tailored to nonprofit fund structures. Our team manages day-to-day bookkeeping, reconciliations, and financial reporting—ensuring every dollar is tracked according to donor intent and compliance standards.
IRS Form 990 Preparation & Compliance
Stay compliant and transparent with expert preparation and filing of your annual IRS Form 990, 990-EZ, or 990-N. We help you present your financials clearly to the IRS, donors, and the public—protecting your organization’s tax-exempt status.
Audit & Assurance Support
From audit preparation to coordination with external auditors, we make the process smooth and stress-free. Our CPAs review your internal controls, financial statements, and documentation to ensure compliance with GAAP and grant requirements.
Grant & Donor Reporting
Maintain donor trust and meet funding requirements with precise reporting. We help track restricted and unrestricted funds, prepare grant budgets, and create customized financial reports that satisfy board members and funding partners alike.
Financial Strategy & Advisory Services
Beyond compliance, we offer strategic guidance to strengthen your financial health. From budgeting and cash flow forecasting to board presentations and long-term planning, our CPAs help you make informed, mission-aligned financial decisions.
Why Choose Our Financial Accounting Services
We specialize exclusively in serving nonprofit organizations. Our team of experienced CPAs understands fund accounting, Form 990 reporting, and the complex compliance standards unique to charitable entities. We go beyond traditional accounting to help you manage grants, donor funds, and financial reporting with precision and confidence. We believe in open communication, clear reporting, and predictable pricing. You’ll always know where your finances stand and what steps we’re taking to strengthen your organization’s financial health.
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Our Accounting Service Proces
Step 01: Discovery & Consultation
We start with a complimentary consultation to understand your organization’s mission, structure, and financial goals. This helps us identify your unique accounting needs—whether it’s bookkeeping, Form 990 preparation, or audit readiness.
Step 02: Document Collection & Review
Next, we gather key financial documents such as prior year statements, chart of accounts, grant records, and payroll details. Our team reviews your existing accounting setup to assess compliance, accuracy, and areas for improvement.
Step 03: Setup & Customization
We configure your accounting system—often using nonprofit-friendly platforms like QuickBooks or Sage Intacct—to align with fund accounting standards. This includes setting up cost centers, tracking restricted vs. unrestricted funds, and establishing reporting templates.
Step 04: Process Alignment & Training
We walk your team through best practices for financial documentation, internal controls, and reporting. Our goal is to ensure everyone understands how to maintain clean, compliant records and communicate effectively with your CPA team.
Step 05: Ongoing Support & Reporting
Once your systems are in place, we provide ongoing bookkeeping, financial reviews, and compliance monitoring. You’ll receive timely reports and proactive advice—so you can focus on advancing your mission with confidence.
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Achieving Financial Goals Together
Sarah L.
Jackson Marshall
Rebecca T.
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Frequently Asked Question
Nonprofit accounting focuses on accountability rather than profitability. It involves tracking funds by purpose (restricted, unrestricted, or temporarily restricted), complying with donor and grant requirements, and following specific reporting standards like GAAP and IRS Form 990. Our CPA team ensures your books reflect the transparency and stewardship your donors expect.
Yes, nearly all tax-exempt organizations must file an annual Form 990, 990-EZ, or 990-N (depending on revenue). This form provides financial and operational transparency to the IRS and the public. We prepare and review your Form 990 to ensure complete accuracy and compliance with federal reporting standards.
Absolutely. We assist nonprofits in organizing documentation, reviewing internal controls, and communicating with auditors. Our team helps you anticipate auditor questions, prepare reconciliations, and correct any gaps before the audit process begins—saving time and reducing stress.
We work with organizations of all sizes—from small community nonprofits to large foundations and associations. Our services scale to meet your needs, whether you’re managing a few programs or a multi-million-dollar operation.
We work with organizations of all sizes—from small community nonprofits to large foundations and associations. Our services scale to meet your needs, whether you’re managing a few programs or a multi-million-dollar operation.