Fund accounting, compliance and board reporting built for organizations that answer to donors as well as to regulators.
Running a non-profit carries obligations a business never has, from tracking restricted donor funds to holding compliance across several regulators at once. Our team keeps the organization financially sound and on the right side of every requirement.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
Every dollar tracked against the purpose it was given for.
Federal and state obligations mapped out, with the dates held for you.
Statements the board can act on and funders will accept.
A reserves position and a runway number the board reviews rather than guesses.
Requirements vary by state and by the type of exemption held. Compliance scope is confirmed with you at the start.
Yes. Much of the compliance load is the same regardless of size, which is exactly why smaller organizations get caught by it.
Yes, alongside the state filings that go with it and the schedules that most often draw questions.
That is the point of it. Board reporting is written to be read by trustees, with the technical detail available underneath.
