Trusted Financial Stewardship for Mission-Driven Organizations

At The Accounting Firm, we recognize that non-profit organizations operate in a landscape filled with unique financial complexities. From donor reporting and grant tracking to tax compliance and budget management, the stakes are high and the requirements are specific. Our specialized Non-Profit Accounting services are crafted to help your organization maintain financial health and transparency, so you can focus on advancing your mission and serving your community.

Our Services Include:

• Fund Accounting & Restricted Asset Tracking
  

  Maintain transparency and accountability with accurate fund tracking for grants, donations, and program-specific funding. We ensure proper allocation and separation of restricted and unrestricted assets. Our Non-Profit Accounting approach establishes a robust fund accounting system that segregates resources by donor intent, project, or program. This enables you to easily demonstrate compliance with grant agreements and donor wishes, guaranteeing that funds are never co-mingled or misallocated. We reconcile all accounts monthly and provide detailed schedules showing the movement of funds, making it simple for your board and auditors to review your stewardship. This level of accuracy not only supports compliance but also builds long-term trust with your donors and grantors.

• Internal Control Implementation & Oversight
  

  Protect your organization with strong internal control systems. We design procedures that enhance financial integrity, reduce risk, and support compliance with board governance and regulatory standards. Our Non-Profit Accounting specialists assess your current processes and identify gaps that could expose your organization to risk, errors, or fraud. We implement tailored internal controls, such as dual signatory requirements, segregation of duties, and documented approval workflows. Ongoing oversight and periodic reviews are included to ensure your controls remain effective as your organization evolves. We also offer staff and board training, so everyone understands their role in safeguarding your nonprofit’s assets and reputation.

• Monthly Financial Statement Preparation
  

  Get clear, timely reports tailored to non-profit needs, including Statements of Financial Position, Activities, and Functional Expenses. These reports support decision-making and improve communication with your board and stakeholders. Our Non-Profit Accounting services provide monthly preparation of audit-ready financial statements, breaking down expenses by program, management, and fundraising to meet IRS and grantor requirements. We highlight trends, variances, and key performance indicators, providing your leadership with actionable insights. We also help interpret these reports so you can spot potential issues early—such as cash flow shortages or budget overruns—and take corrective action.

• Grant Compliance & Donor Reporting
  

  Fulfill grantor and donor requirements with precision. We help ensure funds are used in accordance with grant agreements and provide customized reporting for transparency and accountability. Our Non-Profit Accounting expertise includes tracking all grant expenditures against budgets, monitoring compliance with grant terms, and preparing detailed financial reports for each funding source. We organize supporting documentation for audits or funder reviews and assist with donor reporting, providing statements that show exactly how contributions were used and the outcomes achieved. This transparency not only satisfies compliance but also strengthens donor confidence and supports future fundraising.

• Budget Development & Forecasting
  

  We assist in crafting realistic, mission-aligned budgets and forecasts that help you plan effectively for operations, capital projects, and fundraising goals. Our Non-Profit Accounting team collaborates with you to analyze historical data, project revenues and expenses, and build flexible budgets that can adapt to changing circumstances. We offer cash flow forecasting and scenario planning, so you can anticipate challenges and seize opportunities. Throughout the year, we monitor actual performance against budget, providing variance reports and recommendations to keep you on track. Our budgeting support empowers your organization to plan confidently, avoid financial surprises, and demonstrate fiscal responsibility to your board and funders.

• Form 990 & State Filings
  

  Meet IRS and state filing obligations with confidence. Our experts prepare your Form 990 and any required schedules, helping you stay compliant while telling your organization’s financial story effectively. Our Non-Profit Accounting specialists handle annual Form 990 preparation, state charitable registrations, sales tax exemptions, and any other required filings. We ensure all disclosures are complete and compliant with IRS regulations, presenting your financials in a way that highlights your mission and impact. We keep up with changing tax laws and filing requirements, reducing your risk of penalties or loss of tax-exempt status. If your organization is selected for an audit, we provide full support from documentation to representation.

Why Choose The Accounting Firm?

Expertise in Non-Profit Financial Management

With over 25 years of experience, our team understands the intricacies of Non-Profit Accounting. We have supported a wide range of mission-driven organizations, equipping us with the knowledge to address sector-specific challenges, from fund accounting to grant compliance and beyond..

CPA-Level Oversight

All services are overseen by licensed CPAs who bring a strategic perspective and ensure adherence to Generally Accepted Accounting Principles (GAAP) and IRS guidelines. Our CPA-led approach means you receive expert guidance and reliable, audit-ready financials.

Customized, Scalable Support

Every non-profit is different. Whether you’re a small grassroots initiative or a large, established organization, our services are tailored to fit your needs. From basic bookkeeping to full outsourced accounting, our flexible solutions grow with you, providing support at every stage of your journey.

Commitment to Your Mission

We believe that strong financial stewardship empowers non-profits to achieve greater impact. By entrusting your Non-Profit Accounting needs to us, you gain a partner dedicated to your success. Let us manage your financials, so you can focus on changing the world and fulfilling your mission.

Contact The Accounting Firm today to learn how our Non-Profit Accounting services can help your organization thrive.