What We Handle for Nonprofits
Full-service accounting and bookkeeping so your organization’s financials are clean, compliant, and ready for your board, donors, and auditors.
Fund Accounting
Restricted, temporarily restricted, and unrestricted funds tracked separately with full transparency. Every dollar is accounted for according to donor intent and GAAP for nonprofits.
Grant Tracking & Compliance
Every grant tracked from award to expenditure with the documentation funders require. We produce grant-specific financial reports so you can demonstrate compliance and secure renewals.
Form 990 Preparation
Year-round tracking so your annual Form 990 filing is accurate, complete, and on time. We prepare the financial schedules your CPA needs to file without the year-end scramble.
Donor & Board Reporting
Clear financial reports tailored for your board meetings and major donors. Statement of Activities, Statement of Financial Position, and program-level expense breakdowns delivered on schedule.
Audit-Ready Books
Clean, documented books that are ready for your annual audit at any time. We maintain the supporting schedules and reconciliations auditors ask for so the process is smooth, not stressful.
The Royal Revenue System
Our proprietary review process that typically uncovers $10k+ in hidden savings across vendor contracts, operational costs, and administrative overhead.
See what clean books look like for your nonprofit
15 minutes. We’ll walk through your current setup and show you exactly what we’d handle.
Not Just Bookkeepers
Most outsourced bookkeeping firms hand your files to data entry clerks. We don’t.
Your books are managed by degreed staff accountants. We have CPAs on our team. Fund accounting, grant compliance, and financial statement prep get done right the first time.
Month-end close, financial statement analysis, and reporting that goes beyond recording transactions. We handle the accounting work most bookkeeping firms can’t.
No DIY dashboards or AI-generated reports you have to review yourself. A dedicated accounting team that understands nonprofit compliance handles everything.
Fund Accounting That Keeps Donor Trust Intact
The problem: A donor gives $50,000 restricted to your youth program. Six months later, your books cannot clearly show how that money was spent. The donor asks for a report and your team scrambles to reconstruct it from bank statements and receipts.
How we fix it: We set up proper fund accounting in QuickBooks so every restricted dollar is tracked from receipt to expenditure. When a donor or funder asks where their money went, you have the answer in minutes, not weeks.
Grant Reporting Without the Fire Drill
The problem: Grant reporting deadlines hit and your team spends days pulling together financial data from multiple sources. Expense categories do not match the funder’s required format, and you are never fully confident the numbers are right.
How we fix it: We track grant expenditures against budget in real time, mapped to the funder’s reporting categories from day one. When the report is due, the data is already organized. You review and submit instead of reconstruct.
Board-Ready Financials Every Month
The problem: Your board meeting is next week and the financials are not ready. Or worse, the financials are three months old. Board members lose confidence, and governance suffers because decisions are being made without current data.
How we fix it: We close your books by the 15th of every month and deliver a board-ready financial package: Statement of Activities, Statement of Financial Position, budget vs. actual by program, and cash flow. Your board gets current data at every meeting.
Frequently Asked Questions
Ask AI about Accountally’s nonprofit accounting services
Ready for Books Your Board and Donors Can Trust?
15 minutes. We’ll walk through your current setup and show you exactly how we’d handle your fund accounting, grant tracking, and board reporting.