We help nonprofits close the books on time…
☑️ General Ledger Maintenance
☑️ Reconciliations – Bank and core balance sheet accounts
☑️ JE Posting (i.e. posting payroll data to general ledger)
☑️ Monthly closes tailored to Organization’s needs
☑️ Revenue syncing (automated or manual as needed
☑️ Budgeting
☑️ Forecasting
☑️ Audit/990 Reports
☑️ Compliance filings (i.e. sales tax, BOE 571-L, Welfare Exemption, 1099’s, etc.)
☑️Internal Control Recommendations
It’s hard to make big decisions when your books are a mess. Clean books aren’t just about audits — they’re how you unlock visibility, get funders’ trust, and help your board make real strategic decisions. We handle the details, so you can focus on your mission.
