Restricted vs. unrestricted funds
Donor and grant restrictions must be tracked so funds are used as intended.
Donors, grants and boards expect clear, accurate financials. We keep your books organized by fund and program and your filings on time, so you can focus on your mission. We serve nonprofits across Northern Virginia, DC and Maryland from our base in Ashburn.
5.0 on Google28 reviewsClear financials for your board, donors and grantors.
Nonprofits are accountable to donors, grantors and boards. Their accounting has different rules than a typical business.
Donor and grant restrictions must be tracked so funds are used as intended.
Grantors expect spending reported by program and period.
Boards need clear, timely financial statements to make decisions.
Nonprofits have their own annual information returns and deadlines.
Income and expenses tracked by fund, grant and program.
Accounting & BookkeepingBehind on the books? We reconcile past months before your next board meeting or filing.
Cleanup & Catch-upPreparation of your organization's annual information return, filed on time.
Business Tax PreparationPlan programs and spending with a clear view of restricted and unrestricted funds.
Tax PlanningAccounts and classes set up for funds, grants and programs.
QuickBooks Online ProAdvisorWith over 30 years of combined experience, our team keeps your organization's books accurate, compliant and ready for tax season. Learn more about our firm.
Secure document sharing and strict privacy for your organization's financial data.
Plans start at $395 a month, with no hourly surprises.
Work with us from anywhere in Virginia, Maryland or DC.
One person who knows your organization and answers within one business day.
Nonprofit bookkeeping basics: fund accounting, a nonprofit chart of accounts, tracking restricted gifts and grants, and a monthly checklist for treasurers.
Nonprofit financial statements explained: statement of financial position, statement of activities, functional expenses and restricted funds.
How to set up QuickBooks Online for a nonprofit: nonprofit settings, classes for programs and funds, recording donations and grants, and the reports to use.
Yes. We set up your books so donations and grants are tracked by restriction, program and period.
Yes. We prepare your organization's Form 990, 990-EZ or 990-N and help you meet its deadline. See our Form 990 guide.
Yes. Our nonprofit accounting services are built for small and growing organizations, from monthly bookkeeping by fund to year end reports your board can use.
Monthly plans start at $395 and depend on your transaction volume and number of accounts. See our pricing page for details.
Yes. Our bookkeeping cleanup and catch-up service gets past months reconciled before we move you to a monthly plan.
Yes. We work remotely with clients throughout Northern Virginia, Washington, DC and Maryland.
From our Ashburn office, we work remotely with nonprofit organizations in Ashburn, Leesburg, Reston, Herndon, Tysons, Fairfax, Arlington and Alexandria, as well as Washington, DC and Maryland.