YOUR MISSION IS IMPORTANT. YOUR FINANCIAL SYSTEMS SHOULD SUPPORT IT.
Financial Information is Late or Unclear
Reports are delayed, accounts are not fully reconciled, or leadership does not have the information needed to make timely decisions.
Monthly Accounting & Reporting
Transaction categorization
Account reconciliations
Monthly close
Financial statements
Management reporting
Budget-to-actual reporting
Grant and Program Tracking is Complicated
Revenue and expenses need to be tracked across grants, programs, restrictions, departments, and reporting periods.
Grant, Program & Fund Tracking
Grant and project tracking
Program and department reporting
Restricted and unrestricted activity
Functional expense allocations
Grant reimbursement support
Customized reporting structures
Staff Capacity is Limited
Employees are handling accounting responsibilities alongside several other roles, leaving little time for review, planning, and analysis.
NONPROFIT ACCOUNTING SERVICES BUILT AROUND YOUR ORGANIZATION
Payroll & Operational Support
Payroll processing
Payroll tax filings and payments
Employee and department allocations
Bill payment
Customer or grant invoicing
Routine onsite support
Audit & Tax Preparation Support
Audit schedules and documentation
Auditor communication
Financial statement support
Tax preparer coordination
Form 990 preparation support
Year-end closing assistance
Audits and Board Meetings Create Stress
Preparing schedules, responding to auditors, and explaining financial results can become time-consuming and disruptive.
Controller & Advisory Services
Financial analysis
Cash-flow planning
Cost-saving opportunities
Finance committee presentations
Board presentations
Accounting process improvement