Easily see how grant funds are spent, stay ready for reports, and ensure compliance with donor restrictions.
Clear, accurate financials your board can actually understand—so conversations stay focused on strategy, not confusion.
Keep your programs on track, spot overspending early, and make adjustments before small issues become big ones.
Everything is stored securely and organized. If you ever face an audit or need to prepare your Form 990, you’ll be ready.
A mid-sized, Mid-West nonprofit needed a way to track all income and expenses for a specific mission in one place. Their records were scattered, making it hard to see if the mission was self‑sustaining or overspending.
Set up and customized Projects in their accounting system.
Linked every income and expense entry to the mission’s project.
Created a workflow so staff consistently tagged transactions moving forward.
They now have a single report showing the mission’s inflows and outflows at a glance. Leadership can instantly see if the mission is on budget and make decisions with clarity.
A local church needed better visibility into a restricted fund. Everything was lumped together in general reports, leaving the board unsure how much of that fund was actually available.
Implemented Class Tracking for all income and expenses tied to the restricted account.
Adjusted chart of accounts to simplify tagging.
Trained the admin team on applying the correct class consistently.
The church can now generate a dedicated Profit & Loss for that fund alone. They have clear inflows, outflows, and balances—ready for board review, audits, and Form 990 prep.
A small, local nonprofit had a budget, but it didn’t match how they operated day‑to‑day. They were constantly overspending in some areas while underusing others, and the board couldn’t see trends early.
Reviewed past financials to understand real spending patterns.
Rebuilt the budget to align with programs, admin, and fundraising categories.
Created simple monthly tracking and variance reports.
They now monitor their budget in real time, catching variances before they become problems. The board can focus on strategy, not firefighting, and the team has confidence in where funds are going.
It goes beyond basic bookkeeping. I help track and report on restricted and unrestricted funds, prepare board‑ready financials, monitor budgets, and make sure everything stays organized and compliant—so your leadership team can make informed decisions.
Absolutely. I focus on creating clear, easy‑to‑read reports so your board can see what matters without digging through confusing spreadsheets. My goal is to help them focus on strategy, not struggle with numbers. 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.
Yes. I can set up systems to track grant income and expenses separately, making it easy to run reports that show exactly how funds were used. This keeps you ready for donor reports, audits, and Form 990 requirements.