Non-Profits

Fund Accounting, Grant Compliance & Payroll Solutions Built for Non-Profits & Churches

Running a non-profit means answering to your board, your funder, and your mission all at once. Your financial systems need to keep up with all three. We handle your books, taxes, and payroll using non-profit specific practices. This allows your team to spend time on the program instead of compliance.

Bookkeeping

• Fund accounting using restricted and unrestricted funds (grants, stipulated donations, general operating) that are tracked and kept appropriately separate. The funds are not mixed together like standard bookkeeping.
• Grant expense tracking involves taking every dollar and recording it against the awarded grant. This ensures funds were used as intended, for renewal and compliance.
• Non-profit financial statements include ‘Statement of Financial Position’, ‘Statement of Activities’ and ‘ Statement of Functional Expenses’. These statements are formatted exactly how the board, auditors and funder expect.
• Multi-channel reconciliation involves keeping your bank accounts, donor management software and general ledger aligned. We do this whether you are receiving donations online or by check.

Tax Prep

• Form 990 preparation support from our team. We provide documentation for your annual 990, 990-EZ or 990-N. We prepare these forms with the accuracy your public filing demands.
• Tax-exempt status protection involves monitoring issues that could jeopardize 501(c)(3) status. Common issues include business income or excessive lobbying activity.
• We help with state charitable registration and annual reporting, separating them from your federal filing.

HR & Payroll

• Worker classification guidance which includes employees vs. independent contractors vs. volunteers. This is a common area where non-profits run into compliance issues.
• Grant-funded salary allocation which correctly splits staff time and labor costs across multiple grants or programs for accurate reporting.
• Timely, accurate payroll for a mix of full-time staff, part-time staff, seasonal workers and stipend recipients.
• HR policies and handbooks, an infrastructure many small non profits don’t have time for.
• Lean, compliant benefits administration.

Procedure Development

• We provide strategic planning for boards and leadership.
• We help with board governance structuring, including fiduciary duty clarity and committee design.
• Together we plan executive and leadership succession.
• Program evaluation frameworks are put in place to demonstrate impact to funders.

Training

• Staff professional development programs.
• Board training on financial oversight and fiduciary responsibility.
• Volunteer onboarding and training programs.

Grant Writing

• We provide a strategy for diversifying funding sources beyond any single major grant.
• We identify and write grant proposals aligned with your mission and eligibility.
• Our team provides grant compliance tracking and funder reporting support.