Nonprofits for US businesses

A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.

No — nonprofits is operational work inside your books, not something submitted to IRS. Where a filing does sit downstream of it, inside industries we know more broadly, that stays with your CPA or enrolled agent, never with us.

Whatever you already run. Most commonly QuickBooks, Xero, NetSuite, Sage, Zoho Books and a handful of others — we work inside your system rather than moving you onto one of our own.

A short, free read-only look at what you already have, and a written note on what we found. A scoping call decides the size of the engagement — nothing here commits you to anything.

There is no published price for nonprofits — it depends on volume, how many entities are involved, and how far behind the books are. We quote after the read-only review, which is free.

Nonprofits sits inside industries we know, alongside Ecommerce, SaaS and software, Professional services. Most clients end up buying the category as a whole rather than one leaf at a time, but starting narrow is fine.

No. We work with organizations that already hold or are pursuing exemption through their own attorney or CPA — we don't file Form 1023, determine eligibility, or advise on the application. Our work starts once the books need to be run.

That call sits with the org's finance lead and, for the statements themselves, the CPA. We track each restriction's terms and flag when the documentation looks like it supports release, but we don't make the release determination ourselves.

The mechanics of reconciling and closing books are similar, but nonprofit books carry a structure small-business books don't need: net assets split by restriction class, expenses allocated across functional categories, and every grant tracked against its own budget and reporting calendar. That structure is what makes an acquittal or a 990 support schedule possible without a reconstruction project.

No — the Form 990 is prepared and filed by your CPA. What we hand over is the support underneath it: coded functional expense detail, program-accomplishment data tied to real grant activity, and compensation and related-party figures pulled from books that already reconcile.

Yes — each grant is coded to its own budget lines from intake, so an acquittal is a matter of formatting the coded detail to whatever template that particular funder requires, not re-deriving the numbers each time.

We track federal-award expenditures by grant throughout the year, so if the org is approaching that threshold, the number is visible well before year-end instead of surfacing as a surprise when the audit firm runs the calculation. Whether a Single Audit is triggered, and which programs are tested, is the audit firm's determination.

Both. In-kind gifts — donated services, space, equipment — get logged and valued at fair value against whatever documentation the donor provides, the same discipline ASC 958-605 expects for the audited statements.

Yes — the treasurer pack is a standing output: program-by-program P&L, budget-to-actual variance, and the restricted-versus-available cash position, built off the same coded ledger every other output draws from.

Program-level or location-level tracking is set up in the chart of accounts (class or location tags in QuickBooks Online) so each program's P&L can be pulled independently while the org-wide statements still roll up correctly.

A named member of our team owns the file and every reconciliation in it — AI accelerates the repetitive coding and matching, but a person reviews the output, and your CPA still reviews and prepares the statements. Nothing gets recorded or released without that human accountability chain.