Bookkeeping for nonprofits & charitable organizations

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.

Yes. Act 104 of 2026, signed October 22, 2026, raises the lines for the financial statements you file with your charity registration to $150,000 for a compilation, $500,000 for a review, and $1 million for an audit. It covers contributions received in 2028 and later, so today's lines ($100,000, $250,000, and $750,000) still apply until then. Government grants and contracts don't count toward either set. Our nonprofit bookkeeping guide on the blog walks through both.

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, usually for organizations under $500K in yearly revenue. Most nonprofits with active grant programs fit best in our Growth plan, starting at $599/month, with bills and invoices tracked. Larger organizations ($1 million to $5 million, or heavy tracking by program) typically use our Scale plan, starting at $1,199/month. We confirm your exact price after a quick look at your books.