Financial Clarity That Supports Your Mission
Comprehensive accounting and compliance services designed specifically for nonprofit organizations, giving you confidence in your financial reporting and more time to focus on the work that matters.
Back to HomeWhat This Service Brings to Your Organization
When you choose our Nonprofit Accounting & Compliance service, you receive comprehensive financial management that understands the specific requirements of tax-exempt organizations. We handle the complexity of fund accounting, prepare financial statements in the formats your stakeholders need, and maintain the documentation necessary for successful audits and compliance reviews.
This service is designed to give you confidence in your financial reporting, reduce the stress that comes with compliance requirements, and free up your time to focus on advancing your mission rather than worrying about accounting details.
Challenges We Help You Navigate
Managing Multiple Funding Sources
Many organizations work with various grants, donations, and funding streams, each with its own tracking and reporting requirements. Keeping these separate while maintaining accurate records can feel overwhelming, particularly when you're trying to demonstrate responsible use of restricted funds.
Meeting Compliance Obligations
Organizations face ongoing compliance requirements from the IRS, state regulators, and funders. The documentation standards can be detailed, and the consequences of missing deadlines or providing incomplete information can affect your funding and tax-exempt status.
Preparing for Audits
Annual audits require organized records, clear documentation of financial decisions, and the ability to explain your accounting practices. Without proper preparation throughout the year, audit season can become a time of stress and scrambling to locate information.
Demonstrating Financial Responsibility
Donors and grantors want to see that their contributions are being used appropriately and that your organization maintains sound financial practices. Creating clear, accurate financial reports that build confidence requires expertise in nonprofit accounting standards.
Our Approach to Your Financial Management
Our Nonprofit Accounting & Compliance service provides comprehensive financial management that addresses the specific needs of tax-exempt organizations. We establish and maintain accounting systems that properly track restricted and unrestricted funds, prepare financial statements following the standards set by the Financial Accounting Standards Board for nonprofits, and ensure your documentation meets the requirements of auditors and regulatory bodies.
We work with Generally Accepted Accounting Principles as they apply to nonprofit organizations, ensuring your financial statements accurately reflect your financial position and the uses of your resources. This includes proper classification of net assets, appropriate revenue recognition, and clear presentation of functional expenses.
Throughout our work together, we maintain organized records that support your financial statements and provide the documentation trail necessary for audits, grant reviews, and regulatory filings. We prepare your annual IRS Form 990 with attention to accuracy and completeness, helping you meet your federal reporting obligations.
What Working Together Looks Like
Initial Setup and Assessment
We begin by learning about your organization, reviewing your current accounting practices, and understanding your funding sources and reporting requirements. This helps us establish the appropriate chart of accounts and accounting procedures for your situation.
Regular Monthly Processing
Each month, we process your financial transactions, reconcile bank accounts, and prepare monthly financial statements. You receive regular reports that show your financial position, including the status of restricted and unrestricted funds, helping you make informed decisions about your operations.
Ongoing Communication
We remain available to answer questions about your financial reports, discuss budget matters, and provide guidance on accounting questions as they arise. You can reach out when you need clarification or have concerns about financial decisions.
Year-End and Compliance
We prepare your year-end financial statements, compile the information needed for your audit, and prepare your Form 990. Throughout this process, we work to ensure all documentation is organized and accessible, making the year-end period as straightforward as possible.
Investment in Your Financial Foundation
What's Included:
Complete monthly accounting services including transaction processing and bank reconciliations
Monthly financial statements prepared in accordance with nonprofit accounting standards
Fund accounting that properly tracks restricted and unrestricted resources
Annual IRS Form 990 preparation with accurate and complete reporting
Year-end financial statement preparation and audit support documentation
Ongoing consultation on accounting questions and financial decisions
Organized documentation maintained throughout the year for compliance purposes
This monthly investment covers comprehensive accounting and compliance services, giving you consistent financial management and the confidence that comes with organized, accurate records.
The Foundation This Service Provides
Our approach to nonprofit accounting is informed by more than fifteen years of experience working with tax-exempt organizations. We apply established accounting standards and maintain the documentation practices that support successful audits and compliance reviews. The monthly financial statements we prepare provide clear information about your financial position, helping you understand where your organization stands and make decisions based on accurate data.
Organizations working with us typically experience greater confidence in their financial reporting, clearer understanding of their funding status, and smoother audit processes. When your accounting is handled consistently and according to nonprofit standards, you can focus more attention on program delivery and less on worrying about compliance requirements.
We work on a timeline that supports your reporting obligations. Monthly statements are typically completed within ten business days after month-end. Year-end financial statements are prepared according to your audit schedule. Form 990 preparation begins after your financial statements are complete and is submitted according to your filing deadline.
Our Commitment to Your Organization
Initial Consultation
We begin with a conversation about your organization at no charge. This helps both of us determine whether our services match your needs and whether we would work well together.
During this consultation, we can discuss your current accounting situation, answer questions about our approach, and provide information about how we would handle your specific circumstances.
Service Flexibility
We understand that organizational needs can change. Our services are provided on a month-to-month basis, with advance notice required if you need to make changes to the service arrangement.
If you find that our services are not meeting your expectations, we can discuss adjustments to our approach or help you transition to a different arrangement.
How to Move Forward
Reach Out to Start the Conversation
Contact us through the form on our website or send an email to [email protected]. Let us know a bit about your organization and what prompted you to look for accounting services.
Schedule an Initial Discussion
We will arrange a time to talk about your organization's needs, your current accounting situation, and how our services might support your work. This conversation helps both of us understand whether we would be a suitable match.
Establish the Service Arrangement
If we agree to work together, we will set up the necessary access to your financial systems, establish our working procedures, and determine the timeline for monthly reporting and communication.
Ready to Discuss Your Accounting Needs?
We invite you to reach out and share information about your organization. We can discuss your current situation, answer questions about our approach, and explore whether this service would support your needs.
Start the ConversationExplore Our Other Services
Grant Financial Management
Specialized tracking and reporting for grant-funded activities, with grant-specific accounts and progress reports that demonstrate responsible stewardship to funders.
Fund Accounting & Donor Reporting
Accurate tracking of restricted and unrestricted funds with donor-specific reports that build confidence and support future fundraising relationships.