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.
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.
OUR TEAM BRINGS OVER 30 YEARS OF EXPERIENCE SUPPORTING NONPROFITS WITH THEIR ACCOUNTINGS NEEDS. YOU CAN RELY ON US WITH YOUR BOOKS, SO YOU CAN GET TIME BACK TO FOCUS ON YOUR MISSION OF UPLIFTING YOUR COMMUNITY.
We Are Dedicated to the Nonprofit Community: Hear From Our Clients
Our clients are at the heart of our mission and why we exist as a boutique accounting firm for nonprofits. Every day, we get to work with extraordinary people who are doing good – protecting, feeding, sheltering, curing, and educating the millions in the U.S. We work with clients from all nonprofit sectors, no matter the staff or revenue size. Our clients include:
- Community centers
- Cultural institutions
- Charitable organizations
- Faith-based organizations
- Public interest organizations
- Human and social services organizations
- Membership organizations
Here are just a few of the reviews our clients have shared about their experiences working with our accounting professionals.
“Tosha Anderson is incredibly knowledgeable and truly understands the needs of a nonprofit. I recommend her and her team again and again to colleagues and friends looking for accounting assistance for their nonprofit.” – Michelle S.
“Tosha Anderson is a visionary. She has the capacity to understand the multifaceted needs of an arts organization and the CPA savvy to make those organizations thrive. She does all of this with a laugh and a smile. I love working with Tosha and her team at The Charity CFO and I recommend her to anyone in need of accounting services.” – Matthew K.
“Tosha is knowledgeable, wise, professional, and caring. I knew I wanted to work with her after one conversation because I could tell she cared more about our organization’s success than selling us services. I trust her and I like her. Give her a chance and I am confident that she will earn your confidence too” – Marcus F.
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.
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.