Bookkeeping

We manage the bookkeeping process directly or provide hands-on guidance to our clients’ on-site bookkeepers. We prioritize timely entries, organized supporting documentation, and consistent account reconciliations.

Compliance

We support our clients’ compliance efforts by maintaining accurate records and adhering to applicable regulatory and reporting requirements. We assist with internal controls, policy implementation, and ongoing monitoring to help ensure financial practices remain compliant. 

990 Preparedness

We maintain our clients’ books with the goal of making the annual Form 990 filing efficient and seamless. When filing time arrives, we collaborate closely with CPA firms to provide all required information, including schedules for depreciation, net asset roll-forwards, and the statement of functional expenses.

Consulting/Review

We review your organization’s financial reports and accounting practices to identify risks, opportunities, and areas for improvement. Our team provides practical recommendations to improve financial clarity, strengthen controls, and support informed decision-making.

Grant Accounting

We manage grant-related accounting to ensure compliance with grant requirements and accurate financial reporting. We track grant activity by funding source, monitor budgets and allowable costs, and maintain supporting documentation. 

Financial Reporting

We provide nonprofits with accurate, board-ready financial reports that go beyond the numbers. Our reports give leadership a clear understanding of financial health, highlight trends and areas of concern, and offer insights that support strategic planning, strong oversight, and accountability to donors and stakeholders.