How We Work With Nonprofits

Whether you are just starting out as a nonprofit or have been in business for 25+ years with remote and dispersed teams across multiple states, we handle all the payroll tax complexities. Setting up the foundation of your organization’s accounting infrastructure is vital to ensure long-term success in meeting your stakeholders’ financial reporting requirements. We support organizations through the storms by offering strategic and tactical education and best practices to run your nonprofit at optimal capacity with effective procedures to thrive. We are your strategic partner using a proactive approach to foster harmony between your mission, people, accounting, and technology to transform your organization.

A. We have created a document checklist that you will want to keep to inform you of what we will need each month. Prevent unjustified bank charges and ensure that all accounts are balanced and funds are adequately accounted for. Let us maintain your books while you focus on your mission without being derailed. If needed, we can even help with tracking your donations, paying bills and accounting for your payroll. If you need to create an invoice, accept online donations, track notes about your supporters, it’s no problem. Schedule a call to talk to us about the unique accounting and reporting needs of your organization. This means you’ll always get continuous service, no matter how complex or minor your accounting needs are.

Administrative and Consulting Solutions (ACS)

We offer several types of digital record storage that replace the file cabinets of old. For bills that have to be paid, we use bill.com to speed the process along. This software allows for the easy recording of bills and gives you power to approve payments before they are made. Bill.com then takes care of the mundane task of printing checks and mailing them to the vendor. We can record and categorize all expenses whether purchases are made by check, cash or credit card. We can match bills to POs and packing slips and work with inventory systems as well.

I help nonprofits to break their budgets out by programs, to effectively project revenue, and to split shared expenses across their grants and programs. Please complete the information request and one of our nonprofit advisors will be assigned to work with you. The experts at Profit Matters are well-versed with a number of valuable accounting technology tools, meaning they can adapt to the system your organization is already using.

OUR AMAZING CLIENTS

Bee, Bergvall & Co. provides high quality accounting, auditing, tax and consulting services. Established in 1973, Blackman & Sloop, CPAs, P.A., is a full-service accounting firm. We take our commitment to the community as seriously as we do our commitment to our clients.

Helps Orange County’s nonprofits become as efficient and effective as they are passionate about their missions. We’re here to answer your questions and help you troubleshoot if issues arise. If needed we can review and clean up your books periodically to ensure accuracy. Download Our Nonprofit Bookkeeping Overview, outlining why you need this, what you receive and what additional services we offer here. He is not only timely, accurate, and well organized, but his easy-going, peaceful nature puts me very much at ease and makes dealing with our finances a no-stress situation.

Fully Staffed Accounting Team

We are proud to support a diverse community and women-led nonprofit organizations and partners nationwide. In order to complete the standard bookkeeping package in a timely fashion, we require read-only access to bank, credit card, and other online accounts.

They have experience with tools like QuickBooks, Sage 50cloud, Xero, NetSuite, Zoho Books, and FreshBooks. Tax information is recorded correctly for you to maintain your organization’s tax-exempt status. Aplos will send you a monthly financial statement to guide your financial health. The bookkeeping for nonprofits top minds in the nonprofit world visit our A Modern Nonprofit Podcast to talk about fundraising, branding your nonprofit, scaling, compliance, and more. And we’ll even help you understand the story behind the numbers, so you’re never left speechless in front of your finance committee.