Bookkeeping & Reporting Support Built for Nonprofits
Get Your Financials Off Your Plate, Not Out of Your Hands
When you're ready to stop juggling spreadsheets but not ready for a full CFO, our Accounting Foundations service is the next step. We take over your day-to-day nonprofit bookkeeping, monthly reporting & Form 990 prep—so you can spend less time in your books and more time running your organization.
Consistent Monthly Accounting
We gather and format the necessary financial data to prepare your 990, 990-EZ, or 990-N accurately and on time.
We help you organize your chart of accounts to track restricted funds and grant activity with clarity.
Need to prepare for an audit? We assist with document gathering and clean-up to make sure your records are ready to hand off.
We keep your books accurate and up to date with:
- Categorized transaction entry
- Bank and credit card reconciliation
- Month-end close procedures
- Internal financial statement preparation
Designed for Nonprofits With Growing Needs
Foundations is right for you if:
- You're too busy to manage the books in-house
- You want clean, professional reports every month
- You need help staying compliant & audit-ready
- You're not quite ready for a CFO—but want to plan smarter
Our Clients Typically See
- Fewer accounting errors and delays
- More confidence when reporting to boards and funders
- Easier audit prep with cleaner records
- Time saved from no longer “catching up” every quarter
FAQs
Accounting Foundations
What’s included in your monthly bookkeeping service?
We handle categorized transactions, bank reconciliations, month-end close, and internal financial reports. We also prep your year-end Form 990.
Will I lose control of my finances if I outsource this?
Not at all. You’ll stay informed through monthly reports and check-ins. Think of us as an extension of your team—not a replacement.
Can you track grants or restricted funds?
Yes. We’ll set up your chart of accounts and reporting to show restricted vs. unrestricted funds, by program or grant if needed.
Do you help with audits?
We offer basic audit prep—organizing records, cleaning up reports & helping you get ready for outside review. If you need full audit coordination, our CFO service covers that.
Client Story
“We started out doing our own books but kept running into questions. Having an expert to call—even just once a month—made all the difference. We’re still in-house, but we’re no longer in the dark.”