FAQ – Nonprofit Bookkeeping

Nonprofits must follow fund accounting principles, track restricted and unrestricted funds, and provide detailed donor and grant reporting.

We support charities, community organizations, churches, foundations, membership associations, and 501(c)(3) nonprofits of all sizes.

Yes. We set up your chart of accounts and fund tracking to separate income by source and restriction type.

Yes. We provide clear, board-ready monthly financial reports that support internal review and compliance.

Absolutely. We generate donor giving statements that meet IRS documentation requirements.

Yes. We reconcile donation data from fundraising platforms and ensure accurate posting to your books.

We track restricted donations as liabilities or separate fund categories, ensuring compliance with donor intent and legal standards.

Yes. Each nonprofit is assigned a dedicated bookkeeper with experience in nonprofit financial tracking and audit prep.

We do not file Form 990 but provide categorized, audit-ready financials and documentation for your tax preparer or external auditor.

We categorize and reconcile volunteer-related costs separately and provide itemized records as needed.

Yes. We can break down financials by program or initiative for reporting and analysis.

We use encrypted cloud storage, MFA-secured portals, and restrict user access by role.

Yes. We review your current process, migrate your data, and build a seamless workflow with dedicated onboarding.

Pricing is based on transaction volume, number of funds, and reporting needs. Most small-to-medium nonprofits fit within our base or mid-tier plans.

Schedule a free call with our team. We’ll learn about your nonprofit, review your chart of accounts, and get your books set up for fund-based compliance.