Services
Comprehensive accounting services tailored for nonprofits.
We specialize in nonprofit accounting solutions built around Salesforce-based tools like Accounting Seed and MMA, along with connected systems that support accuracy, compliance, and stronger financial visibility.
Bookkeeping services
Our nonprofit bookkeeping services provide the structure and visibility needed to stay compliant and make informed decisions.
We address common challenges like inconsistent processes, delayed reconciliations, and limited financial insight with a streamlined, technology-driven approach.
What we deliver:
- Nonprofit-specific chart of accounts (funds, grants, donor restrictions)
- Transaction coding, reconciliations, and monthly close
- AP/AR tracking and day-to-day bookkeeping
Technology & insights:
- Real-time reporting via Salesforce or Accounting Seed
- Dashboards and integrations (e.g., Ramp) for improved accuracy
The result:
- Clear financial data
- Reduced admin burden
- More focus on your mission
FAQs
What software do you use?
Salesforce plus Accounting Seed or the MMA platform.
How often are books updated?
Monthly or more frequently.
Do you offer cleanup?
Yes.
Accounting services
Our nonprofit accounting services go beyond bookkeeping to deliver accurate, compliant, and insight-driven financial management.
We handle financial reporting, fund tracking, and analysis while providing real-time visibility to support better decisions.
What we deliver:
- Financial statements, budgeting, and variance analysis
- Fund accounting (restricted vs. unrestricted tracking)
- Audit support and compliance with nonprofit standards
Technology & insights:
- Real-time reporting and dashboards via Salesforce
- Financial planning, forecasting, and strategic guidance
The result:
- Accurate, compliant financials
- Clear insights for decision-making
- Accounting that drives your mission forward
FAQs
Do you support audits?
Yes.
Do you help with budgets?
Yes.
Fractional controller services
Our fractional controller services provide high-level financial leadership and oversight without the cost of a full-time executive.
We serve as an embedded financial partner, bringing structure, accountability, and strategic guidance to your finance function while ensuring accuracy and compliance.
We oversee financial operations, strengthen internal controls, and help move your organization from day-to-day accounting to more strategic financial management.
What we deliver:
- Financial operations oversight and monthly close review
- Internal controls and compliance support
- Board-ready financial reporting
- Budgeting, forecasting, and cash flow management
- Audit coordination and preparation
Strategic support:
- Clear financial reporting for leadership and boards
- KPI tracking and performance visibility
- Guidance for planning and scaling with confidence
The result:
- Stronger financial controls and governance
- Clear, reliable reporting and forecasts
- Better cash flow and budget management
- Scalable financial systems that support growth
This service helps nonprofits scale with greater clarity, discipline, and confidence.
FAQs
Is it flexible?
Yes.
Do you attend board meetings?
Yes.
990 Services
We prepare and file Form 990 accurately and on time, ensuring compliance and transparency.
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Improve your operations
Identify gaps, inefficiencies, and opportunities to improve your financial operations – all within the Salesforce platform you already use.