Bookkeeping for Nonprofits in Portola Valley, CA 94028

Accurate, affordable, and audit-ready bookkeeping tailored for nonprofits of all sizes.

We support nonprofit organizations in 94028 and throughout California with clean, CPA-reviewed financials. Whether you’re a new nonprofit or preparing for a state audit, we’ll help you stay compliant and organized.

Where Nonprofit Bookkeeping Fits in Your Portola Valley, CA 94028 Organization Organizations in Portola Valley, CA 94028:

  • Clean up historical donor and grant activity
  • Reconcile designated funds and program spending
  • Track monthly budgets for transparency
  • Add outsourced bookkeeping or CPA support for filings and reporting

Service Highlights

  • tick Fund accounting and class tracking
  • tick Donation and grant categorization
  • tick IRS Form 990 preparation support
  • tick Monthly reconciliations and CPA review

Start your first month free - no contracts, no risk.

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Why Portola Valley Business Owners Trust Us

We’re not a software or a DIY tool - we’re a full-service bookkeeping team that does the work for you, with CPA oversight and a commitment to accuracy.

Client Reviews

We support business owners across the country with reliable, remote bookkeeping. Here’s what a few of them say:

The catch-up team helped us fix 2 years of messy QuickBooks data in under a month

Rachel J, Controller

Great for organizations with multiple programs or restricted grants

David P, Operations Manager

Best decision we made last year. Finally have clarity around our restricted vs unrestricted funds

Amanda K, Treasurer

Trusted by thousands of businesses, see what our customers say.

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Frequently Asked Questions

Onboarding typically begins within 48 hours of signup.

No. Our flat-rate includes prep support for 990 filing (bookkeeping only, not the filing itself).

Fully remote. We support nonprofits in Portola Valley, California and across the U.S.

What support does your Portola Valley nonprofit need next?

Most nonprofits in Portola Valley, CA follow three steps:

  1. Clean up old books,
  2. Move into monthly bookkeeping,
  3. Add accounting/CPA oversight.

Organizations in Portola Valley also compare:

Bookkeeping Help for Portola Valley, California 94028 Nonprofits

Running a nonprofit in Portola Valley? These articles explain how we help stay compliant and organized:

Start your first month free – No contracts. No surprises.

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Explore Nonprofit Bookkeeping Across California

Looking for nonprofit bookkeeping services in other cities in North Carolina? View all locations we serve.

Nonprofit Your Bookkeeping in Portola Valley, 94028 trust our Nonprofit Your Bookkeeping for trust accounting and compliance.