Nonprofit Services

Bookkeeping

• Recording transactions in accounting software such as QuickBooks Online 
• Basic financial reports for monthly board meetings
• Help you set up systems for keeping track of income and expenses, ensuring bills get paid and seeing if you’re staying on budget

Accounting

• Support with creating your organization’s annual budget
• Tracking spending and allocations for multiple programs, grants, and restricted funds. 
• Audit support – Corresponding with external auditors and accountants for financial statement audits 
• Financial statement preparation – generating financial statements and detailed reports to give to your board of directors, funders or in grant applications.

Payroll

• Paying employees or contractors in software like Gusto or Quickbooks Online, creating timesheets if needed
• Employer paperwork – Helping you get proper employee paperwork filed, such as new hire reporting and sending W2s
• Making sure payroll reports are filed and payroll taxes are paid – accurately and on time.

Tax Preparation

Prepare and file 990 – whether your organization files the full form 990, 990-EZ, 990-PF – (or you’re not quite sure which!) – we can help file your annual nonprofit tax return to keep your nonprofit in compliance

Consultation

• Building out a basic accounting environment – not ready to invest in a full accounting software? Using your organization’s bank statements, we can build you a spreadsheet-based system to create financial statements and help you understand what they mean
• If your team’s financial infrastructure is working well, but there are some gaps in your expertise, we can be available for the occasional question, provide direction as needed or check your work on internally-generated reports 
• Get your financial data organized, cleaned, and reconciled — even years back.