Service
Outsourced CFO & Controller
Monthly close, financial statements, board reporting, budgets, cash flow and grant tracking, led by a CPA.
Nonprofit bookkeeping services
Accurate, up-to-date books for a flat monthly fee. We use automation to cut manual work, and a CPA checks your books every month.
Is this you?
- Your books are behind, or only get updated before the audit.
- Transactions sit uncategorized, or land in the wrong grant or program.
- Your bookkeeper left, or the role keeps turning over.
- You want clean books without hiring a full-time person.
What’s included
- Categorizing transactions by account, program, grant and fund
- Bank and credit card reconciliations every month
- Recording deposits and donations, and matching them to your donor records
- Entering bills and preparing them for your approval
- Setting up automated rules in QuickBooks Online or Xero, so routine transactions are categorized consistently
- Monthly cleanup of uncategorized and unusual transactions
- Catch-up bookkeeping if your books are behind (as a fixed-fee project)
How it runs
We set up automation in your accounting system first, so routine transactions are handled the same way every time. Then we handle the exceptions, reconcile every account each month and have a CPA check the books before the month is closed. You pay one flat monthly fee, agreed in writing.
What we don’t do
The financial statements we prepare are for your management and board. They are not audited, reviewed or compiled, and no CPA assurance is provided on them.
Bookkeeping or CFO support?
Bookkeeping keeps your transactions accurate and current. Our Outsourced CFO & Controller service adds reporting, budgets, cash planning and board support. Many organizations combine both.
Common questions
Is the fee really flat?
Yes. You pay one monthly fee, agreed in writing. If your transaction volume changes a lot, we’ll talk with you before anything changes.
Which accounting software do you use?
We do bookkeeping in QuickBooks Online and Xero.
Can you catch us up?
Yes. Catch-up bookkeeping is a common fixed-fee project.