Monthly Bookkeeping & Reporting That Makes Sense for Nonprofits

Stay on Top of Your Numbers Without Doing It All Yourself

We take care of your day-to-day nonprofit accounting: from clean books to clear reports. Whether you’re grant-funded or just trying to keep the board updated, we’ll keep your financials current, accurate & understandable.

What We Handle Each Month

  • Categorized income & expenses


  • Bank & credit card reconciliations


  • Monthly close process


  • Internal financial reports



  • Support with restricted fund tracking

Our Reports Include

  • Statement of Financial Position (Balance Sheet)


  • Statement of Activities (Income Statement)


  • Budget-to-actual tracking



  • Fund or program-specific breakdowns (if needed)

Who This Helps Most

  • Small to mid-sized nonprofits


  • Executive Directors or Ops teams juggling too much


  • Boards that want clear, timely reports



  • Orgs who want to prep for audit or grant reporting

You’ll Also Get

  • A monthly check-in email or call (your choice)


  • Flagged issues or recommendations



  • Year-end prep support for 990 or audit

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.”

— Finance Coordinator, Animal Rescue Nonprofit
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Let’s Get It Filed Right

We’ll take your raw financials, clean them up if needed, and handle the full prep—from selecting the correct form to final review. If you’re late or unsure, don’t worry—we can help you catch up.