Accounting for Nonprofits Bookkeeping & Form 990

With 20+ years of nonprofit accounting experience, we provide reliable bookkeeping and accounting services.

Program categorization organizes activities by mission, making it easy to track program costs, report functional expenses accurately, and produce clear, Form 990-ready financial reports as your nonprofit grows.
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🧾 What We Do

Bookkeeping & Form 990 Services

We turn complex financial data into clear, visual reports, helping nonprofits track donations and grants—and understand exactly how funds are used.

Nonprofit Bookkeeping

Clean, reliable financial records for grant reporting, board oversight
  • Monthly bookkeeping and transaction review
  • Donation and grant revenue tracking
  • Expense categorization by program
  • Bank and credit card reconciliations
  • Financial statement preparation
  • Ongoing cleanup and bookkeeping support

Form 990 Filing

Federal and state nonprofit tax filings prepared accurately and on time
  • Review of organizational information
  • California Form 199 / 199-N
  • Form 990, 990-EZ, or 990-N
  • Review IRS filing requirements
  • Electronic filing of Form 990 with the IRS
  • Financial review and preparation
  • Clear reports for the board and donors

Who We Serve

We work with nonprofits organizations.
  • Community organizations
  • Faith-based nonprofits
  • Arts & cultural groups
  • Education-focused programs
  • Health & wellness nonprofits
Recording Donations
Track restricted and unrestricted contributions accurately.
Grant Tracking
Monitor grant income and expenses by grant requirements.
Monthly Reconciliations
Reconcile bank and credit card accounts to ensure accuracy.
Program Expense Categorization
Classify expenses by Program, Management & General, and Fundraising.
Financial Statement Preparation
Prepare Statements of Activities, Financial Position, and Functional Expenses.
Form 990 Preparation Support
Organize accurate, 990-ready financial data.

Why Nonprofits Choose Us

Nonprofits choose us for deep nonprofit expertise, clean bookkeeping, accurate 990-ready reporting, and practical guidance that supports transparency, compliance, and sustainable growth.
  • Accounting services built specifically for nonprofit organizations.
  • Clear, organized financial reports for grantors, boards, and IRS compliance.
  • Bookkeeping and tax filing services coordinated in one place for nonprofits.
  • Work completed accurately and on time to support ongoing compliance.

Getting Started with Our Services

Share your information

Complete a short intake form so we can understand your organization, reporting needs, and current bookkeeping setup.

Review scope and timeline

We confirm services, timing, and deliverables to ensure everything aligns with your organization’s requirements.

Begin ongoing support

We set up your accounts, review existing records, and begin providing consistent bookkeeping and reporting support.

Frequently Asked Questions

Answers to common questions about our services and how we work with nonprofit organizations.

We primarily work with small to mid-sized nonprofits, including early-stage organizations.

Nonprofit accounting involves donor restrictions, functional expenses, and Form 990 requirements that differ from for-profit accounting.

Yes, we do. We prepare accurate, 990-ready financial reports to support timely and compliant Form 990 filing.

We categorize revenue and expenses by program to ensure clear reporting and compliance.

Yes. We use QuickBooks Online and tailor it specifically for nonprofit organizations.

 

Yes. We regularly handle bookkeeping clean-ups and structural improvements.

 

 

You’ll receive clear financial statements, including program and functional expense summaries.

 

 

Reliable, Accurate Bookkeeping Designed For Nonprofit Organizations.

We provide consistent, well-organized bookkeeping that supports nonprofit operations, financial reporting, grant requirements, and year-end filings, with a focus on accuracy, clarity, and ongoing compliance.
More Time To Focus On Your Mission
We manage routine bookkeeping tasks, including donations, expenses, and reporting, allowing nonprofit leaders to focus on operations and mission-driven work.
Understanding How Funds Are Used
Focus on your mission—we’ll handle donations, expenses, and reports, freeing you to lead your organization.
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