What we do
Services built around how nonprofits actually work.
Every service is designed to give nonprofit leaders accurate financial information, reliable processes, and the confidence to focus on their mission.
01
Fractional Controller Services
Ongoing financial oversight without the cost of a full-time controller.
Our fractional controller services provide experienced financial management on a flexible, outsourced basis. We take responsibility for the accounting and financial reporting cycle so your leadership team has accurate, timely information when they need it.
Includes
- Month-end close management
- General ledger review
- Balance sheet reconciliations
- Adjusting entries
- Financial statement preparation
- Budget-to-actual analysis
- Cash flow monitoring
- Monthly financial review
02
Nonprofit Accounting
Accounting that reflects the complexity of nonprofit financial reporting.
Nonprofit accounting requires an understanding of financial reporting that goes beyond traditional small-business bookkeeping. We provide full-service accounting support that addresses the specific requirements of nonprofit organizations.
Includes
- QuickBooks Online accounting
- Monthly financial statements
- Restricted and unrestricted net assets
- Grant and fund tracking
- Contribution and revenue accounting
- Accounts payable and receivable oversight
- Budget development and monitoring
- Year-end accounting
03
Board & Management Reporting
Financial reports that help leadership make decisions.
Financial statements should help leadership make decisions — not simply satisfy an accounting requirement. We help organizations develop clear, consistent financial reporting packages that are understandable to people who may not have an accounting background.
Includes
- Statement of Financial Position
- Statement of Activities
- Budget vs. Actual
- Cash position reporting
- Program or fund reporting
- Key financial indicators
- Variance explanations
- Management commentary
04
Audit & CPA Coordination
Arrive at your audit prepared — not scrambling.
Preparing for an audit or annual tax filing can consume significant staff time when accounting records are not properly maintained throughout the year. We help organizations stay prepared so the audit process is straightforward rather than stressful.
Includes
- Reconciliations and supporting schedules
- Financial documentation organization
- Accounting request responses
- CPA and audit firm coordination
- Year-end close preparation
- Audit-ready workpapers
05
QuickBooks Online
A properly configured accounting system built for your organization.
The Nonprofit Controller uses QuickBooks Online as a primary accounting platform and brings QuickBooks ProAdvisor certification together with practical nonprofit accounting experience. We can establish or improve your QuickBooks setup — and handle cleanup projects for organizations whose accounting systems need attention before ongoing services begin.
Includes
- Chart of accounts setup
- Classes and tracking structures
- Bank and credit card feeds
- Reconciliation procedures
- Financial reporting configuration
- Month-end process workflows
- Accounting cleanup projects
06
Process Improvement & Internal Controls
Stronger processes that protect the organization without adding burden.
Strong nonprofit accounting is about more than producing financial statements. We review existing accounting processes and identify practical opportunities to improve efficiency, consistency, documentation, and internal controls. Our approach is practical — controls should protect the organization without creating unnecessary administrative burden.
Includes
- Month-end close procedures
- Accounts payable workflows
- Approval processes
- Financial policies
- Segregation of duties
- Record retention
- Financial reporting timelines
Not sure which services fit your organization?
Most engagements begin with a conversation about where your accounting stands today and what you need it to do. We'll help you figure out the right scope.