Nonprofit Accounting & Financial Services

Day-to-day accounting, bill pay, reporting, and budgeting services designed specifically for nonprofits, charities and 501(c)(3) organizations. Let us handle the numbers while you focus on your mission.

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Bookkeeping Services

Accurate daily activity so your books stay clean, organized, and audit-ready.

  • Transaction coding and reconciliations

  • Month-end close and journal entries

  • Allocations to funds, programs, grants, and departments

  • General ledger maintenance and cleanup

  • Journal entries and allocations

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Bill Pay, AP & Cash Flow Support

Streamlined approvals and timely payments so operations run smoothly.

  • Digital bill pay workflows and vendor management

  • Invoice processing

  • Vendor communication

  • Expense categorization

  • Payment scheduling and cash flow visibility

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Grants, Audit Support & Internal Controls

Structure and oversight that protect your mission.

  • Grant tracking and allowable cost allocations

  • Funder reporting and schedules

  • Audit preparation and pull-ahead work

  • Internal control design, updates, and recommendations

  • Process improvement guidance

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Financial Reporting & Analysis

Clear monthly statements and reporting that boards and leadership can easily understand.

  • Monthly close package (P&L, Balance Sheet, Cash Flow)

  • Narrative explanations in plain language

  • Trend analysis and dashboards tailored to your needs

  • KPI development and reporting

  • Custom dashboards for leadership and programs

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Budgeting, Planning & Forecasting

Forward-looking tools that help strengthen sustainability.

  • Annual operating and capital budgets

  • Rolling forecasts

  • Cash flow modeling

  • Scenario planning for upcoming decisions and funding changes

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Service Levels to Fit Your Needs

Every nonprofit’s financial structure is unique. That’s why we offer three service tiers so you can choose exactly the level of support your organization needs, from basic bookkeeping to full outsourced accounting with budgeting and bill pay, OR build a monthly package that fits specifically to you.

Let’s Talk About Your Accounting Needs

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