Keep your focus on the mission. We’ll keep the books.
Formation, fund accounting, 990s and audits from CPAs who understand nonprofit operations from the inside, because we run one ourselves.
A nonprofit isn’t a business with a 990 tacked on.
Most accountants treat nonprofit books like business accounting. Restricted grants get mixed in, expenses aren’t allocated by function, and the 990 becomes a scramble every spring.
From 501(c)(3) to audit, one team.
Formation and 501(c)(3)
Application, bylaws, board structure and IRS filing, with accounting set up correctly from day one.
Monthly fund accounting
Restricted and unrestricted funds tracked separately, program expenses allocated properly.
Board-ready statements
Clean financial statements that meet nonprofit standards and that board members can follow.
Form 990 and state filings
Every required schedule and functional expense allocation, filed accurately and on time.
Audits and reviews
Peer-reviewed CPAs qualified to perform nonprofit audits when thresholds or funders require one.
Payroll
Staff payroll run through Gusto or Paychex and posted straight to your books.
No deadline sneaks up on you.
We run the calendar so your 990s file on time and your board meetings focus on mission, not confusion.
Monthly
Books closed, restricted funds tracked, grant spending reconciled
Quarterly
Board-ready financial statements and budget comparison
Year end
Functional expense allocation and audit or review preparation
Month 5
Form 990 and state annual filing, or extension filed
Month 5 means the 15th day of the fifth month after your fiscal year ends: May 15 for calendar-year organizations.
Advice from people who’ve sat in the Executive Director’s chair.
We don’t just file for nonprofits. We lead one. We know what it’s like to present to a board, report to a funder and balance programs against overhead, and we build your books around those realities.
And because we're peer-reviewed, we can tell you exactly what your state and funders require, and perform the audit or review when you need one. Where independence rules limit what one firm can do for you, we tell you at the start.
Three steps to proper compliance.
Nonprofit consultation
Formation, 990, bookkeeping or audit: we talk through what you need and what’s actually required.
Setup and cleanup
Portal set up, documents gathered, books migrated and funds separated correctly. You see progress every step.
Ongoing support
Monthly books, annual 990 and any audit requirements handled, so you can focus on the mission.
Nonprofit questions.
It depends on your revenue, your state and your funders. Organizations above state revenue thresholds must file reviewed or audited statements, and some grants require an audit regardless. We check your actual requirement and recommend the lowest level that meets it.
The 15th day of the fifth month after your fiscal year ends, so May 15 for a calendar-year organization. Extensions are available; we track the deadline so it never sneaks up on you.
Yes. We handle the application, bylaws, board structure and IRS filing, and set up your books correctly from day one.
Every restricted dollar is tracked separately from unrestricted funds, with program, management and fundraising expenses allocated properly, so your reports and 990 match what funders expect.
Yes. We assess where things stand, give you an honest timeline and quote, get you current, then keep you there.
It depends on your size, the number of funding sources and whether you need an audit. You get transparent pricing in your consultation, with no surprise fees.
Lead with financial confidence.
Tell us about your organization. We’ll reply within one business day with a time to talk.
Thanks. We’ll be in touch.
Expect a reply within one business day.
