Who we serve · Nonprofits
Finance built for mission-driven teams.
Whether you run an education program, a youth organization, or a community service agency, if you have grants, a board, and a mission, we can make your finances the calm part. Books current, reports on time, one flat monthly fee.
Sound familiar?
The parts of the job nobody warned you about.
You're not alone. Most nonprofits we meet are wrestling with the same three things, no matter what sector they're in.
What we do about it
Here's how we take each of those off your plate.
Three things your books will look like within 60 days of working with us.
Every grant tracked against its own budget
We build your chart of accounts around your funders, not the other way around. Each grant and contract gets its own budget lines, restricted fund tracking, and a report drafted before the deadline lands in your inbox — regardless of which funder is asking.
- Restricted fund tracking per funder
- Claim-period alerts built into monthly close
- Report-ready financials before every deadline
A board package your directors can actually use
We produce a clear monthly financial package — income statement, balance sheet, budget-to-actual, cash runway, and a plain-language summary — delivered before your board meeting, every time. No jargon, no scrambling the night before.
- Plain-language executive summary each month
- Budget-to-actual with variance notes
- Restricted vs unrestricted fund view
- Cash runway clearly stated
Books audit-ready all year, not just at year-end
We keep your books structured for audit from day one — reconciled monthly, restricted funds clearly separated, and schedules maintained throughout the year. When your auditor comes in, nothing needs rebuilding. T3010 preparation follows the same logic: built from clean books, not a last-minute scramble.
- Monthly close within five business days
- Auditor-ready working files maintained year-round
- T3010 schedules prepared from clean books
FAQ
The questions that usually come up before the first review.
01Do you work with nonprofits outside arts and settlement?
Yes. We work with nonprofits across many sectors — housing, health, youth, environment, community services, and more. If you have grants, a board, and a mission, we can structure your finances around it.
02Can you handle multiple funders with different reporting requirements?
Yes. We build your chart of accounts around your funders so each grant or contract can be reported cleanly without rebuilding spreadsheets at every deadline.
03Can you prepare our board financial package each month?
Yes. We produce a board-ready financial package each month — income statement, balance sheet, budget-to-actual, and a plain-language summary your board can actually use.
04Do you help with the T3010 charity return?
Yes. We keep your books structured to make T3010 preparation straightforward and can work directly with your accountant or prepare the supporting schedules ourselves.
Free 30-minute finance review
Let's make your finances the calm part.
A structured look at your current books, reporting pressure, and one practical risk area. You leave with something useful either way. Free, no obligation.
What we'll cover