Bookkeeping & Tax Services for Nonprofits
Nonprofit Bookkeeping & Tax Services
Bookkeeping & Tax Services for Nonprofits
Keep your 501(c)(3) financially healthy and IRS-compliant — accurate fund accounting, Form 990 preparation, and grant-ready financial statements.
Nonprofit-Specific Services
Built for the Unique Needs of Nonprofits
Nonprofits have financial and compliance requirements that general bookkeepers often miss. We understand them.
Fund Accounting
We maintain separate funds for restricted and unrestricted revenue so your board always knows exactly how much is available for each purpose — and so your auditors are satisfied.
Restricted vs. Unrestricted Funds
Donor-restricted gifts must be tracked separately and spent only for their designated purpose. We ensure your books reflect these restrictions accurately at all times.
Grant Tracking
We track grant income and expenditures by grant, so you can produce accurate grant reports for funders and demonstrate that funds were spent as required.
Form 990 / 990-EZ / 990-N Filing
We prepare and file the correct Form 990 for your organization based on your gross receipts and assets. Timely, accurate 990 filing protects your tax-exempt status.
Board Financial Reports
We prepare clear, board-ready financial reports every month — statement of activities, statement of financial position, and budget vs. actual — so your board can fulfill its fiduciary duty.
Audit Preparation
We maintain audit-ready books throughout the year and work directly with your auditors to provide the documentation and schedules they need — reducing audit time and cost.
Important
Form 990 Filing Requirement
Most nonprofits must file Form 990 annually with the IRS. Failure to file for three consecutive years results in automatic revocation of your tax-exempt status — a costly and time-consuming problem to fix. We ensure your 990 is filed accurately and on time, every year.
Pricing
Nonprofit Bookkeeping Packages
Affordable monthly pricing designed for nonprofits at every stage.
Small Nonprofit
$199/mo
For smaller nonprofits that need clean monthly books, fund accounting, and quarterly board reports.
- Up to 100 transactions
- Fund accounting
- Monthly reconciliation
- Quarterly board report
Growing Nonprofit
$349/mo
For growing nonprofits with grant tracking, annual 990 filing, and donor statement needs.
- Up to 300 transactions
- Everything in Small
- Grant tracking
- Annual 990 filing
- Donor statements
Full-Service
$549/mo
Unlimited transactions, audit prep, restricted fund tracking, and a monthly board package.
- Unlimited transactions
- Everything in Growing
- Audit preparation
- Restricted fund tracking
- Monthly board package
- Priority support
Nonprofit Bookkeeping — Frequently Asked Questions
What is fund accounting for nonprofits?
Fund accounting is a method of bookkeeping that tracks money by its designated purpose. Nonprofits use it to separate restricted grants, unrestricted donations, and board-designated funds — ensuring that money is spent only for its intended purpose and that financial reports reflect these distinctions accurately.
Which Form 990 does my nonprofit need to file?
It depends on your gross receipts and total assets. Organizations with gross receipts under $50,000 file Form 990-N (the e-Postcard). Those with gross receipts under $200,000 and total assets under $500,000 may file Form 990-EZ. Larger organizations file the full Form 990. We determine the correct form for your organization.
Can you help us prepare for an audit?
Yes. We maintain audit-ready books throughout the year and coordinate directly with your auditors. We prepare the schedules, reconciliations, and supporting documentation auditors require — reducing the time and cost of your annual audit.
Do you track restricted grants separately?
Yes. Restricted grant tracking is a core part of our nonprofit bookkeeping service. We track income and expenditures by grant, produce grant-specific reports for funders, and ensure your books reflect all restrictions accurately.
What if we have never filed a Form 990?
If your organization has missed one or more 990 filings, it is important to get current as soon as possible. The IRS automatically revokes tax-exempt status after three consecutive years of non-filing. We can prepare prior-year returns and help you apply for reinstatement if needed.
Ready to Get Started?
Schedule a free consultation and let us handle the finances so your team can focus on your mission.