Not-for-profits

Not-for-profit organizations operate under a distinct set of accounting, tax, and regulatory expectations. Nonprofit finance leaders and boards strengthens financial reporting by improving audit readiness, and navigating complex accounting areas with trusted advisors.

Leadership and Accounting Support

Strong nonprofit finance functions are built for stewardship, not just bookkeeping. Nonprofit leaders need a finance function that supports mission delivery.

Process

Supporting not-for-profits begins by understanding the mission, its governance, and the flow of resources through the organization. Understanding cash flow in a nonprofit goes beyond liquidity, management needs to be concerned with restrictions, timing, and sustainability as well.

The finance function should be built in a way that is responsive and responsible; produce timely reliable financial reports to management, the board, and external stakeholders.

IRS Form 990

The Form 990 is more than a compliance filing, its the public's window into the financial health of the organization and its mission. Preparation begins with a clear understanding of programs, funding sources, and executive oversight, translating complex financial activity into a narrative that is accurate, transparent, and defensible.

Bookkeeping and board reporting

Effective nonprofit finance requires more than clean books. Accounting systems should be designed to support timely closes, fund tracking, and reporting that is meaningful to management and boards.

Tax, Accounting, and Reporting Considerations

Nonprofits operate at the intersection of accounting standards, tax regulations, and donor restrictions. Guidance is provided across revenue recognition, grants and contributions, restricted funds, and audit readiness, with policies and practices aligned to both compliance and operational reality.