Non-Profit Organizations
Fractional CFO and Controller services for nonprofits. Fund accounting, Form 990 readiness, grant compliance, board-ready reporting. Sage Intacct, Blackbaud, NetSuite.
Non-Profit Accounting Has Its Own Rules. Your Finance Team Needs to Know All of Them.
Fund accounting, grant management, restricted and unrestricted net assets, Form 990, board financial reporting, audit preparation — non-profit accounting and finance is a distinct discipline. The organizations that get it right have leadership that can report to the board with confidence, satisfy funders with accurate grant reporting, and use financial information to make better programmatic decisions.
We work with non-profit organizations across a range of missions and sizes. We understand the accountability requirements that come with donor funding, the reporting that boards and auditors expect, and the financial management discipline that helps mission-driven organizations build sustainability over time.
Our clients include CASA of Orange County — one of the strongest non-profit finance functions we've helped build. We understand this sector because we work inside it.
Where We Focus
The Accounting and Finance Issues That Define Non-Profit Organizations.
Fund Accounting & Net Asset Classification
Non-profit accounting requires classifying net assets as restricted or unrestricted — and tracking the use of restricted funds with precision. Donor restrictions create accounting obligations that have to be managed carefully. We build and maintain the fund accounting infrastructure that keeps restricted and unrestricted activity properly separated and accurately reported.
Grant Management & Reporting
Government grants and private foundation grants come with reporting requirements that have to be satisfied on time and in specific formats. Missing a grant report or misapplying grant funds can damage funder relationships and jeopardize future funding. We build the grant management accounting that tracks expenditures by grant, produces the reports funders require, and ensures compliance throughout the grant period.
Board Financial Reporting
Non-profit boards have fiduciary responsibility for the organization's finances — and they need financial reporting that gives them a clear, accurate picture without requiring an accounting background to interpret it. We build board reporting packages that communicate financial position, budget vs. actual performance, and key financial indicators in a format that serves board oversight without overwhelming it.
Audit Preparation & 990 Support
Non-profit audits and Form 990 filings are significant undertakings that require well-organized financial records, clear documentation, and accounting practices that stand up to scrutiny. Organizations that prepare year-round have smoother, faster audits and fewer findings. We build the accounting practices and documentation standards that make audit and 990 season manageable rather than stressful.
Budget Development & Cash Flow
Non-profit budgeting is complicated by revenue that's uncertain, restricted in use, and often received on unpredictable schedules. Building a realistic budget that leadership can manage against — and a cash flow forecast that anticipates the gaps between grant receipts and program expenses — requires finance experience specific to the sector. We build both.
Financial Sustainability Planning
Mission-driven organizations often underinvest in their accounting and finance function in ways that create long-term risk. Dependence on a single major funder, inadequate operating reserves, and financial reporting that doesn't give leadership what it needs to plan — these are sustainability risks that a strong finance function addresses before they become crises. We help non-profits build the financial foundation that supports long-term mission delivery.
Start Here
Know Where Your Accounting and Finance Function Actually Stands.
The Financial Discovery Assessment™ finds what your accounting and finance function is costing your organization, puts a dollar value on it, and builds a roadmap designed for the specific requirements of a non-profit.
Work With Us
Let's Talk About Your Organization.
Tell us about the organization — the mission, the funding mix, and what's driving you to look at accounting and finance now. We'll tell you honestly what we think.
Schedule a Discovery Call
How can we help? No pitch, no pressure — just a real conversation.