While bookkeeping is bookkeeping no matter the industry, each industry has its nuances. And, nonprofits are a specialized industry in and of themselves. From donor management systems, to  international grants, each nonprofit is required to keep meticulous books that are then open to the public through an IRS 990 form.

Many nonprofits are so focused on the super great work they do in the world that their financial record keeping falls to the wayside. That's where I can help. With reasonable rates and a heart for serving my clients, I love to see nonprofits freed up to focus on the important role they play in the world. See below for some key services for nonprofits. 

Nonprofit Setup

Nonprofit's often adhere to a very specific chart of accounts, have to rise above the challenges of fund accounting, and meet the competing interests of their Director of Development and their Board Treasurer. These are often mitigated with a clean setup from the start. 

Nonprofit Monthly Bookkeeping Services

If your organization is bringing in more than $100,000.00 in annual donations, it is time to bless and release that volunteer bookkeeper. A flat monthly fee is calculated using your gross revenues, number of programs, number of bank and other 3rd party integrations, employee count, and other factors. Please reach out to us at Contact Me to get start a conversation about remote bookkeeping for your nonprofit. 

Nonprofit Cleanup

Has a well meaning volunteer, or two or three, or five, been doing your books and the firm doing your first audit is ready to throw in the towel? While ledger cleanup is a time consuming process that involves the whole organization, its my goal to make that process go as smooth as possible and provide your organization with a personalized bookkeeping manual and sample financial policy templates. This way your staff and your board have the books in order and a clear plan on how to keep them in order, no matter who is doing the bookkeeping. 

System Integrations

With experience in the following system integrations under my belt, I'm sure I can assist your organization as they take the step to integrate your donor management system or third party processing system with QuickBooks® Online.
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Donor Management Systems and CRM Systems
  • Donor Tools
  • Donor Perfect
  • Donorview
  • NEON CRM
  • Wild Apricot
  • Bookeo
​Payment Processors
  • Affinipay
  • CardX
  • Clover
  • Paypal
  • Square
  • Venmo
​Payroll Processors
  • Intuit Payroll (online)
  • Paychex
  • Manual (<3 employees)