Our Services

We offer full-charge bookkeeping for nonprofits - customized to your size, funding, and internal capacity. Our services are structured for clarity, compliance, and long-term financial health.

Full-Charge Bookkeeping

  • Monthly transaction entry and categorization

  • Bank and credit card reconciliation

  • Financial statement generation (P&L, balance sheet, cash flow)

  • Chart of accounts maintenance

Fund & Grant Tracking

  • Accurate tracking of restricted and unrestricted funds

  • Grant-specific reporting

  • Donor revenue and class tracking

Audit & Year-End Support

  • Clean year-end close process

  • Preparation of audit documentation and schedules

  • Direct support to your external auditor or CPA

Financial Reporting & Analysis

  • Monthly reports tailored to board, ED, and funders

  • Budget vs Actual tracking

  • Custom insights for strategic planning

Add-On Services

  • Payroll journal entry posting

  • 1099 preparation

  • Quickbooks Online setup or migration

  • Historical data cleanup

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!