Fund accounting, board reporting, and audit-ready books — handled by a team that has worked inside nonprofit finance for over 25 years.
Every organization's fund structure is different — we build our approach around yours.
Books maintained in QuickBooks Online with proper class/fund tracking, so restricted and unrestricted funds stay clearly separated — and your statements are audit-ready year-round.
Monthly functional and benefits expense allocations across program, management & general, and fundraising — the structure your 990 and funders expect.
We partner directly with your CPA and auditor, keeping books organized and reconciled so annual audits and 990 prep are efficient, not stressful.
Clear financial reports for your board and grant-specific reporting for funders, delivered on the schedule you need.
We start with a books review and fund-structure assessment, then set up (or clean up) your QuickBooks Online file with the class/fund tracking your organization needs.
Every month, we handle reconciliations, accruals, and allocations so your financials are accurate and ready whenever leadership needs them.
We prepare supporting schedules, coordinate directly with your auditor and CPA, and manage the back-and-forth so your team isn't buried in requests.
Budgeting, cash flow projections, and a direct line to your finance team whenever questions come up — not just at year end.
Certified QuickBooks ProAdvisor on staff
Team members with direct nonprofit board and leadership experience
25+ years of nonprofit accounting experience across our team
We work as an extension of your team, not a faceless vendor
A free consultation to see where we can help.