How Bookkeeping Services Helped a Nonprofit Stay Grant-Ready and Avoid Compliance Issues

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A small nonprofit based in North Carolina had just received a mid-sized community grant - but lacked the bookkeeping systems to track how the money was being spent. Their board required monthly reporting by program, but their internal team only had spreadsheets and inconsistent records.

Worse, their last audit found $8,000 in unsupported transactions due to missing documentation and miscategorized expenses.

They contacted Remote Books Online for nonprofit bookkeeping support.

Our team set up class-based tracking to separate program expenses, reconciled donation and grant deposits, and created board-ready financial reports. We also standardized their chart of accounts to meet nonprofit compliance guidelines.

The results:

  • Passed their next audit with zero findings
  • Created a repeatable monthly reporting process for the board
  • Prepared a clean grant utilization report that helped renew funding
  • Team saved 20+ hours/month by no longer manually tracking expenses

Today, the nonprofit uses our monthly bookkeeping service to stay transparent, donor-ready, and compliant year-round.

Frequently Asked Questions

Yes - we track by program, grant, fund, or any custom structure your nonprofit needs.

Absolutely. We help organize income and expenses clearly so you can meet donor and board expectations.

That’s common. We can build clean books from spreadsheets or bank statements and migrate to QuickBooks if needed.

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