Bookkeeping and financial management.

What we do

• We provide high-quality bookkeeping and finance services, including by:

• Providing GAAP-compliant bookkeeping and financial services:

• Timely entries, including for international organizations, working with multiple entities or currencies.

• Monthly reconciliations and financial reporting.

• Restricted fund accounting, for organizations with restricted grants.

• Establishing control processes and accounting procedures that will help organizations get audit-ready.

• Helping organizations navigate financial transitions, such as setting up new accounting software.

• Designing custom financial dashboards and reporting so your staff can stay on top of your spending.

• We build custom financial forecasting and budgeting tools for organizations, such as:

• Probabilistic fundraising models, to help organizations understand future revenue streams.

• Budgeting spreadsheets and tools that allow nonprofits to quickly estimate complicated interlinked costs, such as multi-currency employment.

• We help boards and executives understand their finances and audits, including by:

  • Working with organizations to evaluate their current bookkeeping and financial practices.

  • Working with organizations to implement audit recommendations.

Our experience

We’ve led finance teams and built financial processes and systems for nonprofits with budgets up to $10M, including for organizations with complicated setups, like multiple entities, currencies, or multiple restricted funds and complicated grant tracking.