Nonprofit Accounting
Financials your board actually understands.
Nonprofit accounting isn't just business accounting with different labels. Fund balances, restricted gifts, grant reporting, board packets, and a treasurer who needs the numbers to make sense. Most accountants don't do this work. I've spent more than thirty years doing it, from inside nonprofits and beside them.
Every event we host is designed with intention, from the atmosphere we create to the way each session flows.
I've sat in every seat at the nonprofit table
A partner in your organization, not just your books.
I didn't come to nonprofit accounting from the outside. I started my career in the sector and have spent more than thirty years in and around mission-driven organizations.
I've been a board member, an Executive Director, and a Treasurer. As a fractional CFO for a nonprofit accounting firm, I led a team of five accountants serving sixty-five nonprofit clients, so I've seen nearly every situation a small nonprofit can face.
That mix matters. I know what a board needs to see, what a funder expects in a report, and what keeps an Executive Director up at night, because I've been the person in each of those roles.
I'm a licensed CPA in Maryland and New Mexico, and I work remotely with nonprofits nationwide.
"My job is to turn complexity into clarity. Accurate books are where it starts. Knowing what they mean is where it pays off."
Nonprofits answer to boards, funders, and the IRS, all at once. The books have to do more than balance. They have to tell a clear story to people who don't speak accounting.
Here's what I handle that general bookkeepers often miss:
Fund accounting. Tracking restricted and unrestricted net assets correctly, so you always know what you can actually spend.
Grant and funder reporting. Reports that match what your funders require, ready when they're due.
Board-ready financials. Statements your board can read and act on, explained in plain language.
Program-level tracking. Knowing which programs are sustainable and which need attention.
Reserve and cash flow planning. Keeping the mission funded through lean months and timing gaps.
Coordination with your auditor and tax preparer. A clean handoff at year-end, with no surprises.
Where I fit on compliance
Most small nonprofits don't need a full-time finance department. They need clean, audit-ready books and someone who speaks the language of compliance.
I keep your financials accurate and organized all year so that Form 990 preparation, audits, and grant reviews are straightforward rather than stressful. I coordinate directly with your tax preparer and auditor, and I prepare the schedules and reports they need. For organizations just getting started, I've also helped file Form 1023 to establish tax-exempt status.
If you need a referral for 990 preparation or an audit, I can point you to trusted partners. My role is to make sure the underlying numbers are right and ready.
Packages built for mission-driven organizations
Choose the package that matches your needs
Each tier adds more service and more guidance, so you get the right level of support at every stage. Every package builds on the one before it.
Clarity
Starting at $475/month
Smaller orgs needing reliable books and clean quarterly reporting
How we work together
Quarterly check-ins
Email replies in 2-3 business days
What you get
Monthly record keeping
Up to 5 bank or credit card accounts
Quarterly reports with a video walkthrough
Annual financial presentation
Every package includes
✔️ Clean monthly books built on fund accounting principles. ✔️.Grant tracking, so every restricted dollar is followed from award to spend. ✔️ Functional expense tracking ready for your board, your 990, and your auditor. ✔️ Board-ready financial reports with key metrics. ✔️Annual 1099 filings
Insight
Starting at $675/month
Growing orgs wanting a fuller picture and closer support
How we work together
Monthly check-ins
Quarterly coordination with your tax preparer, so no year-end surprises
Email replies in 1-2 business days
What you get
Income stream tracking
Unlimited bank accounts
Payroll support and sales tax support, if needed
Monthly reports + Loom video walkthrough
Strategy
Starting at $975/month
Orgs needing proactive, hands-on financial partnership
How we work together
Twice-monthly check-ins
Tax preparer coordination quarterly, and more often if needed
Email replies within 1 business day
What you get
Bi-weekly recordkeeping
Multi-state payroll and sales tax assistance, if needed
Annual recap and budget planning
Optional in-person meetings
We've turned your numbers into clarity. Now let's put that clarity to work. Add Advisory services to any bookkeeping engagement.
Advisory Add-On
A fractional CFO in your corner
Starting at $1,250/month
For leaders and boards facing decisions that carry real financial weight. This is the strategic thinking that turns your numbers into direction: someone who reads what's happening, sees what's coming, and helps you steer.
Not sure which fits? Book a call and we'll figure it out together. Pricing is a starting point and adjusts to your organization.
Dedicated strategy sessions
Cash flow forecasting and runway planning
Budgeting and scenario modeling
Profitability and program analysis
Governance and internal controls. Strengthening financial policies, segregation of duties, and board oversight, so your organization is protected and audit-ready.
Custom KPI dashboards
Board presentations and treasurer support
A partner for hiring, pricing, and growth decisions
Additional Services
Available as add-ons to any package. Pricing is a flat monthly fee based on your activity level, which we'll set together before we begin, so there are no surprises.
Bill Pay (Accounts Payable)
Hands-off bill payment, with you still in control.
I manage your accounts payable from start to finish using Ramp or Bill.com. I enter your bills, code them correctly, and prepare each payment, but you review and approve every invoice before anything goes out. You keep full control and clear separation of duties. I handle the work.
Bill entry and accurate coding
Vendor management and recordkeeping
Payments prepared and scheduled through Ramp or Bill.com
Owner approval required on every invoice
A clean, documented approval trail
Flat monthly fee based on your bill volume, set during onboarding.
Full Payroll
Payroll run and handled, fully and correctly.
I run your payroll through Gusto (my preferred platform) and manage the compliance that comes with it, so it's done right and on time without you having to think about it.
Full payroll processing through Gusto
Quarterly payroll tax filings
Year-end W-2s and 1099s
Multi-state support when you need it
Flat monthly fee based on your payroll activity, set during onboarding.
Full Sales Tax Filing
Sales tax prepared and filed, start to finish.
I prepare and file your sales tax returns so you stay compliant across the jurisdictions where you do business, without tracking deadlines or rates yourself.
Sales tax calculation and preparation
Return filing on your required schedule
Multi-jurisdiction support when you need it
Flat monthly fee based on your filing frequency and jurisdictions, set during onboarding.
1
Book a discovery call
A short, no-pressure conversation about your organization and where you feel stuck.
Frequently Asked Questions
What’s Next?
2
We match you to a package
I recommend the tier that fits, and we decide together whether the CFO add-on makes sense.
3
You get clarity every month
Clean books, clear reports, and a partner who tells you what the numbers mean.
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I focus on small and growing nonprofits, typically with annual budgets between $100,000 and $700,000. Organizations in this range are often too big to run on a volunteer treasurer and a spreadsheet, but not yet ready for a full-time finance hire. That's exactly where I fit.
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Yes. Tracking restricted and unrestricted net assets correctly is core to nonprofit work, and it's something I handle for every nonprofit client. You'll always know what you can spend and what's committed.
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Yes. I build reporting that matches what your specific funders require, so you're never scrambling at a deadline.
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I keep your books accurate and audit-ready year-round and coordinate directly with your tax preparer at filing time. If you need a 990 preparer or auditor, I can connect you with trusted partners.
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That's exactly what I do. I prepare board-ready financials and explain them in plain language, so everyone in the room can make confident decisions. Having served on boards myself, I know what they need to see.
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We can absolutely continue. Any follow-on work is scoped clearly in the plan and estimate you receive. goes here
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Not at all. I work with clients nationwide, fully remotely. We meet by video, share documents securely, and I record walkthroughs so you can revisit anything on your own time. Distance never gets in the way of clear books or a real partnership.
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Yes. I've helped organizations file their Form 1023 for tax-exempt status and set up accounting systems from scratch.