Nonprofit Financial Management
- Fund accounting & grant tracking
- Budgeting, forecasts, and cash flow
- Donor restriction reporting
- Board-ready financial packages
Nonprofit Services
Audit & Assurance
- Financial statements audit
- Single Audit (Uniform Guidance) coordination
- Reviews & compilations
- Internal control walkthroughs
Advisory
- Policy & procedure design
- Internal controls & segregation of duties
- Accounting system selection & implementation
- Audit readiness and board training
Tax
- Form 990/990-EZ/990-PF preparation
- UBIT planning and reporting
- State registrations & charitable filings
- Sales/use tax and exemptions
Nonprofit FAQs
Do you support fund accounting and restricted funds?
Yes. We set up classes or projects to track restricted vs. unrestricted funds and produce board-ready reports.
Can you help with Single Audit (Uniform Guidance)?
We coordinate the process, prepare schedules, and support auditors so deadlines are met with fewer surprises.
Do you prepare Form 990?
Yes. We prepare 990/990-EZ/990-PF, including schedules A and B, and advise on public support tests.
How do you handle grant tracking?
We map award budgets to accounts, track grant spend, and create simple reports for funders.
Can you train our staff and board?
Absolutely. We offer short trainings on controls, documenting expenses, and reading financial statements.