The Challenge
A CPA firm with nonprofit clients—including schools and community foundations—struggled with:
- Restricted Fund Confusion: Donor restrictions were not properly accounted for.
- Delayed Grant Reports: Missing expense breakdowns delayed reimbursements.
- Audit Season Stress: Data wasn’t audit-ready, creating year-end bottlenecks.
Our Solution
We provided nonprofit-aware accounting systems:
Fund & Grant Accounting
- Tracked restricted vs. unrestricted donations using QBO + Donorbox.
- Created detailed expense allocation reports for each funding source.
Audit-Ready Workflow
- Maintained three-way bank reconciliations.
- Delivered schedules and documentation for year-end reviews.
The Results
After just six months of working with us, the business experienced tangible improvements:
Key Takeaways
- Nonprofit accounting requires precise grant and fund tracking.
- CPA firms can simplify audits with outsourced nonprofit expertise.
- Donor-ready reports boost client satisfaction and retention.
Client Testimonial
You’ve made it possible to serve nonprofits at scale—without losing sleep during audits.
Audit Lead, Nonprofit CPA Firm
Seattle
Outsourced Accounting for Nonprofits & Education
Grant compliance. Fund clarity. Audit-ready books.
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