The Challenge

The firm needed help with:

• Fund Misclassification: Restricted, unrestricted, and endowments were intermingled.
• Delayed 990 Filings: Manual bookkeeping slowed tax season.
• Program Oversight: Clients couldn’t track how grants were spent per initiative.

Our Solution

We created nonprofit-specific workflows:

Fund & Budget Tracking

• Set up class-based accounting for each program, campaign, and grant.
• Delivered monthly variance reports and compliance trackers.

Tax & Audit Readiness

• Prepared Form 990 support packages and Schedule B donor tracking.
• Delivered audit-ready books with reconciliations and footnotes.

The Results

After just six months of working with us, the business experienced tangible improvements:

Key Takeaways

• Nonprofits require class-based fund tracking for compliance and clarity.
• Form 990 prep is streamlined when books are clean and audit-ready.
• CPA firms can expand their nonprofit book without growing headcount.

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