Not-for-Profit Services

Fund-aware bookkeeping, clear reports for your board and funders, and year-end support without the scramble.

How we help

Fund & class tracking: restricted/unrestricted, programs, and admin.
Month-end close: reconciliations, allocations, and review notes.
Grant & donor reporting: burn-rate summaries, budget vs. actuals, reimbursable costs.
Compliance support: 1099s, sales/use tax (if applicable), and Form 990 workpaper prep.
Board-ready reporting: clean statements with a one-page narrative and action items.

1

We review your chart, classes/programs, and grant budgets; then propose a clean mapping.

2

Monthly reconciliations, allocations (payroll, shared costs), and documentation.

3

Board-ready reports and a tidy year-end package for 990 preparation.

Yes—we set up classes/programs and restricted/unrestricted tracking so reports match how your board and funders view activity.

We prepare a clean year-end package and can coordinate tax preparation. If another preparer files your 990, our workpapers make the handoff simple.

We work with the leading small-to-mid nonprofit setups. During onboarding, we’ll confirm the best configuration and recommend improvements if needed.