Nonprofit Bookkeeping & Accounting Services

My services are designed to take the burden of financial management off your team so you can focus on what you do best—driving your mission forward. By keeping your records accurate and up to date, I give you clear insight into your organization’s financial health. This helps you make informed decisions, stay on top of grant requirements, and confidently report to your board and donors. And with everything organized and compliant, you’ll be ready for your Form 990 or an audit without the stress.

Great question! I pride myself on providing personalized service tailored to your nonprofit’s unique needs. With over 17 years of experience, I understand the specific challenges organizations face—tracking restricted funds, meeting grant requirements, and preparing clear reports for boards and donors. I offer straightforward, fixed‑price packages, so you always know what you’re paying for with no surprise fees. And because my approach is comprehensive, every part of your bookkeeping—from daily transactions to compliance checks—is handled with care and accuracy.

Communication is a core part of our partnership. I review your account and categorize transactions weekly to keep your books current and accurate. You’ll receive regular monthly emails with updates, summaries, and anything you need to know.

If something urgent, unusual, or time-sensitive comes up, I’ll reach out right away so nothing slips through the cracks.

Depending on your service plan, you can schedule check-ins weekly, monthly, quarterly, bi-annually, or just once a year—whatever works best for your needs.

I also offer unlimited support by email and texts so you can reach out anytime with questions or concerns. This keeps us aligned and ensures your financials stay in excellent shape.

Absolutely! I specialize in cleanup and catchup tasks to bring your financial records up-to-date. I’ll review historical transactions, reconcile accounts, and ensure everything is categorized correctly. This process helps you get a clear and accurate financial picture, setting the stage for better ongoing financial management. Once I’ve caught everything up, I’ll put systems in place to keep you on track moving forward.

I take data security very seriously. I use industry-standard encryption and secure cloud-based platforms to manage your financial information. While I don’t directly manage the security measures for platforms like QuickBooks Online or Gusto, for example, I stay informed about their latest security features and updates. I use two-factor authentication, a highly-rate password manager, and VPN when working away from my home office. This helps me ensure your data remains protected and adheres to the highest security standards.

If you have someone in-house managing the books—or you’re doing it yourself—but you’d feel better knowing a pro is double-checking everything and flagging potential issues, then yes. Guided Bookkeeping gives you expert oversight without the cost of full-service support.