Nonprofit Bookkeeping
BOOKKEEPING FOR NONPROFITS & CHARITABLE ORGANIZATIONS
You do the work that matters. We'll keep your books clean, your grants tracked, and your board happy with financials they can actually understand.
Industry Challenges
THE FINANCIAL HEADACHES YOU'RE ALREADY DEALING WITH
Restricted Funds Get Tangled Up
Grant money comes with strings attached. Donor gifts might be restricted to specific programs. Mixing restricted and unrestricted funds is a compliance nightmare. We set up fund accounting so every dollar is tracked to the right bucket.
Grant Reporting Takes Forever
Every funder wants a different report in a different format on a different timeline. If your books aren't organized by fund and program, pulling those reports means hours of digging. We structure your books so grant reporting is a quick pull, not a project.
Your Board Needs Financials They Can Read
Board members aren't accountants. They need clear, concise reports that show how the organization is doing without making their eyes glaze over. We prepare board-ready financials that tell the story in plain language.
990 Prep Shouldn't Be a Fire Drill
Your annual Form 990 is public. It's the document donors, grantors, and the IRS all look at. If your books are a mess all year, 990 season becomes a panic. We keep your records organized throughout the year so your CPA has everything ready at tax time.
“Jordan was incredibly responsive and explained everything clearly. They set up QuickBooks, and now I can focus on growing the organization without worrying about the books.”
Gavin L.
Nonprofit Director, Cranberry Township
What We Handle
TAILORED SERVICES
Recommended Services
SERVICES THAT FIT YOUR BUSINESS
Monthly Bookkeeping
From $399/moYour books closed by the 15th. Every single month. No chasing, no reminding, no wondering where you stand. Just clean numbers you can actually use to run your business.
Learn moreQuickBooks Setup & Training
$499 one-timeA bad QuickBooks setup costs you for years. Wrong categories, broken integrations, and reports that mean nothing. We set it up right the first time so your numbers actually make sense.
Learn moreFinancial Analysis & Reporting
From $399/moNumbers on a page are useless if you do not know what they mean. We turn your financial data into clear answers about what is working, what is not, and what to do next.
Learn moreCommon Questions
FREQUENTLY ASKED QUESTIONS
Yes. We set up your QuickBooks with fund tracking so restricted grants, unrestricted donations, and program-specific funds are all separated properly. You'll see exactly how much is available in each fund and how it's been spent. This is the foundation of good nonprofit bookkeeping.
We structure your books so that pulling grant reports is straightforward. When a funder asks for a detailed expense report on how their money was spent, we can generate it quickly because we've been tracking expenses to the right fund and program categories all along.
We don't file the 990 ourselves, but we prepare everything your CPA needs to complete it accurately. That includes organizing revenue by source, categorizing expenses by function (program, management, fundraising), and making sure your books reconcile cleanly. This saves your CPA time and saves you money on their bill.
We prepare a monthly financial package that includes a Statement of Financial Position (your balance sheet), Statement of Activities (your P&L by fund), a budget-to-actual comparison, and a cash flow summary. Everything is formatted so board members can understand it at a glance.
Our plans start at $399/month for Essentials. Most nonprofits with active grant programs fit best in our Growth plan, starting at $599/month, which includes deeper reporting and strategy calls. Larger organizations with complex needs typically use our Scale plan, starting at $1,199/month. Your exact price depends on your specific situation.
READY TO GET YOUR NONPROFIT BOOKS IN ORDER?
Book a free Financial Health Check and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.
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