Nonprofit Organization Services
We provide specialized accounting, tax, and advisory services tailored to nonprofit organizations. With extensive experience supporting mission-driven entities, we understand the unique financial, regulatory, and reporting requirements nonprofits face. Our goal is to help your organization maintain compliance, strengthen financial transparency, and focus on advancing your mission.
Tax Preparation & Compliance (Form 990 Series)
We prepare and file all required nonprofit tax returns, including Forms 990, 990-EZ, and 990-T. Our services ensure compliance with IRS regulations while maintaining your organization’s tax-exempt status. We also assist with state filings and charitable registrations as required.
Financial Reporting & Fund Accounting
We provide accurate financial reporting in accordance with U.S. GAAP, including proper fund accounting and classification of net assets (with and without donor restrictions). Our reporting helps management and boards clearly understand financial position and program performance.
Grant Tracking & Compliance
We assist with tracking grant funds, ensuring expenditures align with donor restrictions and grant agreements. Our processes help maintain compliance and provide transparency for grantors and stakeholders.
Bookkeeping & Monthly Close
We manage day-to-day accounting functions, including accounts payable/receivable, reconciliations, and monthly close processes. This ensures your financial records are accurate, organized, and audit-ready.
Budgeting & Forecasting
We work with leadership to develop budgets and financial forecasts that align with program goals and funding expectations. Our insights help nonprofits plan effectively and allocate resources responsibly.
Audit Preparation & Support
We prepare your organization for financial statement audits and serve as a key point of contact during the audit process. We ensure schedules, documentation, and internal processes are in place to support an efficient and successful audit.
Internal Controls & Compliance
We evaluate and strengthen internal controls to safeguard assets, reduce risk, and ensure compliance with regulatory requirements. This includes policy development and process improvements tailored to nonprofit operations.
Board & Management Reporting
We assist in preparing clear, concise financial reports for board meetings and leadership teams. Our goal is to enhance transparency and support informed decision-making at all levels of the organization.
Advisory & Fractional CFO Services
We provide strategic financial guidance, including cash flow management, long-term planning, and operational improvements. Acting as a trusted advisor, we help nonprofits navigate financial challenges while staying focused on their mission.