Empowering Non-Profits with Expert Accounting Services

Comprehensive review of your current financial systems, identifying opportunities for streamlining and growth. We evaluate your QuickBooks setup, accounting workflows, and reporting processes to create a roadmap for improvement. 

 Restructuring your financial framework for clearer reporting and better decision-making. We simplify complex charts of accounts, set up proper tracking for grants and programs, and ensure your financial story is easy to understand. 

 Untangling past transactions and establishing a solid foundation for moving forward. We reconcile accounts, correct misclassifications, and resolve historical discrepancies to give you confidence in your numbers. 

 Expert guidance in choosing and setting up the right financial tools that grow with your mission. From QuickBooks Online to specialized tools like Ramp for expense management and Fathom for board reporting, we help you build a smart, integrated system. 

 Creating clear, practical guidelines that make financial management feel lighter. From month-end procedures to grant reporting workflows, we document your processes in plain language that your team can easily follow. 

 Accurate recording and categorization of all financial activities, including income, expenses, payroll, and inter-account transfers. We ensure every transaction tells an accurate story. 

Regular review and matching of all accounts—bank, credit cards, loans, and other balance sheet accounts—to ensure accuracy and catch any discrepancies early. 

 Clear, timely reports that tell your organization's financial story. Including Balance Sheet, P&L comparisons to prior year and budget, and program-specific reporting that helps you track impact. 

 Comprehensive tracking, reporting, and compliance monitoring for grant funds. We help track expenses against budgets, prepare reimbursement requests, and ensure proper allocation of funds. 

 Professional financial presentations that help you communicate with confidence. We prepare clear financial narratives and visual reports that make complex information accessible to your board. 

 Thorough preparation and liaison services for smooth audit & tax preparation experiences. We organize your documentation, prepare schedules, and work directly with your audit firm to minimize stress. 

 Keeping your organization current with regulatory requirements, including 1099 preparation, Secretary of State filings, sales tax exemptions, and other nonprofit compliance needs. 

 Tailored reports that provide insights for better decision-making, such as cash flow projections, grant tracking dashboards, and program profitability analysis. 

 Expert guidance through the process of establishing your nonprofit, including EIN application, 1023 filing support, and initial accounting setup to start your organization right. 

 Empowering your team with financial knowledge and best practices. We provide hands-on training in your systems, processes, and reporting tools. 

 Smooth implementation of new financial systems and tools. Whether upgrading your accounting software or adding new integrations, we ensure a clean transition with minimal disruption. 

 Connecting your financial tools for streamlined operations. We help integrate your accounting, payment processing, and reporting systems to create efficient workflows. 

 Fine-tuning your processes for maximum efficiency. From automating routine tasks to streamlining approval workflows, we help your systems work smarter. 

 Strategic guidance for sustainable financial growth, including cash flow planning, revenue diversification strategies, and financial risk assessment. 

 Creating practical budgets that align with your mission. We help develop program-based budgets, grant budgets, and organizational forecasts that support informed decisions. 

 Visual insights that make financial data clear and actionable. Using tools like Fathom, we create custom dashboards that track your key metrics and program outcomes. 

 Data-driven insights for confident strategic planning, including scenario analysis, cost-benefit studies, and impact measurements. 

 Financial roadmaps for expanding your impact. We help plan for new programs, evaluate funding opportunities, and structure sustainable growth strategies.