Services to Elevate Your Impact
1. Financial Management and Reporting
With accurate financial statements tailored to your specific needs and stakeholders, you’ll gain instant insights into your financial health, empowering you to make informed decisions that drive impact.
2. Accounting and Reconciliation
We maintain your general ledger, reconcile accounts with laser focus, and deliver insightful financial reports presented in a clear, actionable format. No more deciphering complex spreadsheets—you’ll have the confidence to make informed decisions, allocate resources strategically, and measure the impact of your initiatives.
3. QuickBooks Online
Let go of the technical burdens and focus on your work. We handle your comprehensive QuickBooks Online setup, ongoing maintenance, and even historical catch-up to ensure your financial foundation is solid. You’ll gain immediate access to accurate, organized data, ready to impress grant boards, inspire donors, and inform strategic decisions.
4. Nonprofit-Specific Services
Nonprofits operate in a unique financial landscape, and your bookkeeping needs should reflect that. We’ll track grant income and expenses, ensuring accurate reporting to funders and maximizing your chances of future awards. You won’t be scrambling to meet deadlines or worrying about compliance anymore. We’ll also set up and maintain a fund accounting system that segregates restricted and unrestricted funds, providing clear visibility into your financial resources.
5. Accounts Management
We step in and take the weight off your shoulders, ensuring timely bill payments and efficient invoice processing. No more late fees and lost revenue—we’ll implement streamlined systems that keep your cash flow healthy and predictable.
6. Compliance and Cash Flow
Financial compliance is critical for any organization, but it can be especially complex for nonprofits. We’ll accurately and timely file your 1099 tax forms, protecting your organization from penalties. You’ll also benefit from a customized cash flow management plan that forecasts your income and expenses.
Frequently Asked Questions
Yes. Even though you have a CPA, you may still need a bookkeeper. Why? Because these two financial professionals deliver different services.
CPAs provide high-level guidance, conduct audits, and file annual IRS form 990, while bookkeepers handle the day-to-day tasks like data entry, monthly reconciliations, bill pay, and financial statements reporting. While some accountants offer bookkeeping services, having a dedicated bookkeeper can free up your accountant’s time for more strategic work, ultimately benefiting both of you.
Not sure if a bookkeeper is for you? Consider the following:
Time Management: “Am I dedicating several hours each week solely to managing our financial records?” If bookkeeping tasks are consuming a significant portion of your time that could be better spent on mission-critical activities, it may be time to engage a bookkeeper.
Overwhelm and Complexity: “Do I feel overwhelmed by the complexity and volume of financial paperwork and reporting requirements?” A bookkeeper can alleviate the stress and confusion associated with financial management, ensuring compliance and organization.
Financial Insight and Accuracy: “Am I confident in the accuracy of our financial data, and do I have the insights needed to make strategic decisions?” A bookkeeper not only ensures the accuracy of financial records but also provides valuable insights for informed decision-making, which is crucial for a nonprofit’s growth and sustainability.
We can help you get caught up, stay organized, and make informed decisions based on accurate data.
It depends on your needs. Our pricing is a flat monthly rate customized to your specific needs. This means no surprises and predictable budgeting for you. We base the rate on the estimated minimum number of hours per month you’ll need, and in the long run, you often save money compared to hourly rates or hiring in-house staff.
If you’d like a quote, please don’t hesitate to get in touch.
We specialize in working with all nonprofits, where accurate financial management is crucial for grant applications, donor accountability, and program impact.
Schedule A Consultation
Ready to revolutionize your nonprofit’s financials in just 30 days? Schedule your free consultation today.
During this consultation, we will discuss your individual needs and how our bookkeeping solutions can save you time, reduce stress, and move your mission forward.
It’s not just balancing books but giving you the room to focus on what matters in your nonprofit.
