What We Offer
Financial services built for nonprofits.
Every service we offer is designed around the unique financial needs of 501(c)(3) organizations — from fund accounting to Form 990 compliance.
Monthly Bookkeeping & Financial Reports
Accurate, timely books every month — plus clear financial statements that keep your board informed and your auditors happy. We handle the numbers so you can focus on your mission.
- Bank and credit card reconciliation
- Monthly Statement of Activity
- Board-ready financial packets
- Balance sheet & cash flow reports
Grant Tracking & Fund Accounting
We track every dollar by fund and grant, so you always know what's restricted, what's available, and what you need to report. Stay audit-ready and funder-confident year-round.
- Restricted vs. unrestricted fund tracking
- Grant expenditure reports
- Funder-ready documentation
- Multi-fund ledger management
Payroll Processing
Timely, compliant payroll for your staff and contractors — including nonprofit-specific considerations like housing allowances. We integrate with the tools you already use.
- Full integration with third-party payroll apps like Gusto
- Direct deposit & tax filings
- Contractor 1099 management
- Housing allowance & clergy payroll
Tax Prep & Compliance
Form 990 preparation, state filings, and year-round compliance support so your tax-exempt status stays protected. We keep you ahead of deadlines and regulatory changes.
- IRS Form 990 preparation assistance
- State charitable registration
- Audit support & readiness
- Budget formation assistance
Get Started
Ready to put your books in expert hands?
Schedule a free consultation and we'll walk you through exactly how we can support your organization's financial health.
Our Commitment
What you can expect from us
- Nonprofit-only expertise. We work exclusively with 501(c)(3) organizations — no learning curve.
- Flat monthly pricing. No surprise fees. You always know exactly what you're paying.
- Board-ready reports. Financials your leadership can actually understand and act on.
- Audit-ready books. Organized, documented, and ready when your auditors arrive.
Contact Us
[email protected]