Nonprofit Accounting & Advisory
Financial stewardship that supports your mission.
Nonprofit executive directors, finance committees and boards who need dependable reporting and confidence in their resources.
- Restricted funds that are hard to track
- Grant reporting that takes too long
- Board packages that are hard to read
- Form 990 and audit preparation that arrive under pressure
Deliverables
- Fund accounting and restricted-fund tracking
- Grant reporting and budgeting
- Board financial packages and cash forecasts
- Form 990 coordination and audit readiness
Clear scope. Steady rhythm. Experienced advice.
Start a conversation
We learn about your organization, your numbers and the decisions ahead.
Agree the scope
We set out the services, deliverables and timing in writing before work begins.
Work as a partner
Regular reporting and access to experienced advice as your needs evolve.
Questions, answered.
Do you understand fund accounting?
Yes. Fund accounting and restricted-fund tracking are at the center of this service.
Can you prepare board financial packages?
Yes. Board financial packages and cash forecasts are part of this service.
Do you prepare Form 990?
We coordinate Form 990 and audit readiness; the exact scope is agreed in your engagement.
How does an engagement start?
With a conversation with your leadership team, followed by a written scope.
Often paired with
Accounting & Bookkeeping
Accurate records, timely financial statements, reconciliations and controller-level support that create a dependable financial foundation.
Learn moreFractional CFO & Advisory
Experienced financial leadership for cash flow, forecasting, budgeting, KPI reporting and strategic decisions without a full-time CFO hire.
Learn moreAudit & Assurance
Financial statement audit and assurance services, subject to appropriate licensing and independence, for organizations needing credible reporting.
Learn more