Bookkeeping for Nonprofits
Accurate bookkeeping is crucial for nonprofit organizations to maintain transparency and financial integrity. Our specialized bookkeeping services ensure meticulous recording, categorization, and reconciliation of your financial data.
Expense Categorization
Compliance aside, correct expense categorization allows you to make informed decisions. By knowing what your organization is spending on, you can create a budget and look for areas to cut back spending or increase spending depending on the goals of your nonprofit.
Bookkeeping Services
Account Reconciliation
Account reconciliation is an important part of the accounting process. Account reconciliation is the process of reconciling your bank statements to QuickBooks to ensure that each transaction in accurately recorded and reflected on QuickBooks.
Financial Statement Preparation
In order for nonprofit organizations to maintain their tax-exempt status, they must provide accurate financial statements to the government. Plus, financial statements provide the organization with a wealth of information regarding their financial health and performance.
Grant Management
Our team provides comprehensive grant management services that streamline the process. With our expertise, we help you navigate the complexities of grant funding and allocation. We handle all financial aspects, including budgeting, expenditure tracking, and generating reports.
“I don’t know what I’d do with out you right now. You are literally an angel. You keep me focused when I want to trail off.”
— Sean B., Portland, OR
CHOOSE A PLAN
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FOUNDATION
Ideal for small nonprofit organizations with 1-4 employees & under an operating budget of $300,000. It's a great starting point for those looking to establish a solid foundation for their nonprofit's financial management and basic HR needs.
Basic financial consulting and guidance
Financial reporting and analysis
Essential bookkeeping and recordkeeping
Account Reconciliation
Receipt Management
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GROWTH
Designed for nonprofits experiencing growth and expansion, suitable for organizations with 5-15 employees & an operating budget under 3 million. It offers comprehensive services to help manage increased operational complexity and nurture a growing team.
All services included in the Foundations Package
Budgeting and financial planning assistance
Grant management assistance
Payroll management (Including 1099 management)
Employee benefits administration support
Bill Pay (A/P) & A/R Management
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STRATEGIC
Tailored for larger nonprofits with 16 or more employees. It includes advanced financial insights, expert accounting management, and comprehensive HR solutions to meet the complex needs of a larger team and organization.
All services included in the Growth Package
Strategic financial planning and analysis
Grant management & reporting
Advanced payroll management with wage allocation to each grant
HR strategy development and implementation
Board Member Training and Resources
