Nonprofit
Advisory Services

Tailored monthly or quarterly reporting, financial dashboards, and foundation narratives — built in real-time cloud tools, no spreadsheet versioning.

Rolled-up or expanded views of financial results designed to promote meaningful board discussion about the most important issues facing your organization.

Annual budgets, program-specific budgets, and grant budget tracking — with historical context framed to inform future planning.

Rolling cash flow forecasting tools to ensure you always know when extra cash is available or when shortfalls may occur.

Build the best accounting structure and workflows for tracking incoming grant funds and related expenses — plus grant reports for your funders.

Meaningful financial policies created and periodically reviewed to always reflect current practices.

Review and restructure your chart of accounts for clean reporting and accurate posting.

Structure your accounting file to match how you think — programs, funders, grants, functional expenses.

New to QuickBooks or need a clean start? We create and host your accounting file from scratch.

Full audit management at year end — documentation, auditor liaison, and direct read-only access.

Setting up a new organization? We build well-designed systems with proper internal controls, scalable from day one.