Nonprofit Accounting and Bookkeeping Services

Nonprofit Accounting and Bookkeeping

We help you focus on your mission of uplifting your community. Our team of nonprofit certified public accountants (CPA) and bookkeepers takes care of your accounting needs to help you meet donor accountability and everchanging regulations. We deliver comprehensive accounting solutions. From bookkeeping, preparing for your audit, preparation and filing of your Federal Form 990 tax return, or grant management. With solid accounting and bookkeeping, your nonprofit can continue to fulfill its mission.

Take Control of Your Nonprofit’s Finances with Our Services

We offer a range of affordable accounting services. You can choose if you’d like to outsource just one aspect such as bookkeeping or partner with us to handle all of your accounting needs. We use the latest in accounting technology so your accounting needs are met efficiently and accurately. This means you will get monthly financial reports each month and on time.

Are you looking for another professional opinion on where your nonprofit stands financially? Our team of accounting professionals brings over 30 years of combined experience in nonprofit accounting. We’ll sit down with you to review your overall financial health and develop recommendations for ensuring your nonprofit is in good financial standing and has the right processes in place. If you have an in-house bookkeeper, we can provide that higher level financial oversight to make sure we are following best practices and always audit ready.

We can handle your specialized reporting needs for stakeholders and compliance requirements. So, whether it’s grant budgeting or special event reporting, we have you covered. If you have a complex financial situation, you can count on your dedicated team including an accounting manager and a staff accountant. They are there to dive in and help you find a way forward. And, the next time your board or investors request financial statements to make a crucial decision, you can count on us to get it done.

We stay on top of your day to day activities to ensure transactions are filed and recorded diligently. Since our team specializes in nonprofit accounting, we’re well-versed in the intricacies of nonprofit reporting and recording. Whether you need help categorizing your transactions or tracking your restricted funds, we got you covered. Have peace of mind that your bookkeeping is in the hands of experts who track every detail for accurate reporting.

Preparing your organization for a financial audit can seem daunting. Especially when your resources are stretched and you have a hundred other things to worry about as you continue serving your community. Let us take the burden of ensuring your nonprofit is fully compliant and prepared for an audit. With over 30 years of combined experience, we’ve seen it all, so we take a proactive approach to anticipating any audit issues. We help assemble all the necessary financial documentation such as tax returns, invoices, and receipts. We’ll review your accounts receivable, payable schedules, and all other financial activities to set you up for compliance success.

As a nonprofit, you may deal with some of the most complex tax returns because of the way nonprofits operate. For example, revenues can come from several streams such as admission fees, fundraising, donations, and others. This money needs to be reflected in your tax forms. We can take on the burden of reporting revenue, expenses, and consult on changing tax requirements or codes for your 501(c)(3) organization. Our accounting team has nonprofit tax expertise to help reduce your expenses and tax burden. Let us take care of all the tax forms you need to file with the IRS.

Unsure if It’s Worth to Outsource Your Accounting Needs?

You didn’t start or join a nonprofit to crunch accounting figures and comply with tax rules. Your job is to lead your organization in a noble mission to solve social issues and serve communities that need your help most. And, proper financial management is a key pillar in ensuring your organization can continue to deliver on your promises. By outsourcing your accounting needs, you get time back to focus on fulfilling your mission. You can feel peace of mind that your financials are straight and narrow as you work to attract donors, building engagement, and fundraising. Here are just a few more reasons you may consider outsourcing your accounting.

Staff Cost Savings You Can Instead Direct to Your Programs

Your CFO has enough on their plate but hiring additional, qualified in-house accountants is expensive. By outsourcing, you can save money that you can instead put toward your community programs or increasing existing employee salaries. By avoiding an in-house hire, you will cut down on administrative costs. And, reduce the budget dedicated to nonprofit accounting software and associated training. Your financial standing is important, so it’s important not to compromise on this. Outsourcing is a great way to have all of your accounting in line, without breaking the bank.

Access to Experts Who Specialize in Nonprofit Accounting

Your accounting needs are handled by CPAs and bookkeepers who specialize in nonprofits and have experience resolving unique issues nonprofits may face. Feel confident that you’re complying with the mandates of grants and restricted awards as professional accountants help track your fund spend.

Improved Internal Controls

Get your financial processes in order with experts who can improve your internal controls, reduce the risk of fraud, and simplify the audit process. Think of outsourced accountants as another line of defense when it comes to your nonprofit’s financial data. A reputable team of outsourced accountants ensures that your organization is following the proper procedures and policies so you can keep doing the important work you set out to do.

Make Informed Decisions Faster

A board of directors provides guidance and leadership to achieve your nonprofit’s mission. To make the best decisions, they need accurate and timely reporting of your financials. An outsourced accounting team can help you help your board make an informed decision faster. With a dedicated team, you have consistent access to up-to-date financial information to share with your board. Provide accurate reports, faster. With an outsourced accounting team, you get high-quality, speedy reporting, and reduce the risk of errors without the giant price-tag of in-house accountants and accounting technology.

How We Would Work Together to Reach Your Accounting Goals

We want to help you solve your accounting challenges. Every nonprofit is different so our solutions are based on a tailored approach, with a dedicated team of accountants for your organization. It’s simple to get started and we’ll stand by your side throughout the entire process.

Step 1: Email us with basic info about your accounting needs

Fill out the contact form on our website with your name, email, and a brief message about what accounting services you’re looking for. Our team will get back to you to arrange a virtual meeting, to learn more about your organization and how we could work together.

Step 2: We sit down together to get to know your organization and its financial goals better

We work with nonprofits from a variety of industries and sizes. And, the best part for us is the opportunity to get to know your organization. We’ll discuss your questions, challenges, and walk through your accounting goals. This is the most important step before we put together a strategy for helping your organization get control of your accounting.

Step 3: We provide you with a transparent breakdown of our proposed solutions and pricing

Based on your unique needs, we come up with a breakdown of our proposed services. Our goal here is to be upfront about how we can help you reach your goals and how much it will cost. We exist to bridge the gap between the high-quality accounting you need and the accounting you can afford. We will work with your budgetary limitations without compromising on setting you up with a reliable and comprehensive solution.

Affordable Pricing Options for Your Nonprofit

Nonprofits face challenging work environments every day. One of the biggest limitations is funding and budget resources. We understand this operational concern. That’s why we’ve created several affordable packages for you to choose from. Our monthly fees are broken down into tiers, and they are based on your total annual expenses. Each of the three tiers includes the following: using a cloud-based accounting system, set-up of an accounting structure, and key bookkeeping services. For example, tracking vendor payments, fees, contributions, or deposits. When you partner with us, we also assign you a dedicated accounting team. It includes an accounting manager and a staff accountant to support you anytime questions or concerns come up.

Learn more to find the right package of services for your accounting needs. If you’re a large nonprofit organization with over $1 Million in annual expenses, we’d like to first learn more about unique requirements. That way, we can provide a precise quote for our services.

Click here for Pricing Options

Nonprofits of Any Revenue Size and Sector, Contact Us

Our mission is to help you continue to do great work in the communities you serve, by providing high-quality accounting services that fit your budget. We understand the pressures and limitations your nonprofit works under, but your financial health shouldn’t be compromised as a result. Reach out to our team of accounting professionals with any questions or to request a free quote.

Contact The Charity CFO for a Free Quote

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