The Challenge

This specialized CPA firm was struggling to meet nonprofit compliance standards:

• Complex Grant Rules: Client nonprofits had restricted vs. unrestricted funds that weren’t tracked correctly.
• Audit Prep Overload: Audit season meant digging through messy spreadsheets.
• Limited Internal Staff: New hires lacked nonprofit accounting experience.

Our Solution

We provided a nonprofit-savvy offshore accounting team:

Fund Accounting Support

• Maintained clear separation of restricted and unrestricted funds.
• Created monthly grant utilization reports.

Audit-Ready Workflows

• Organized documentation, allocations, and reconciliation trails.
• Delivered PBC (Prepared by Client) lists ahead of audit season.

The Results

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

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Key Takeaways

• Nonprofit clients need specialized fund accounting.
• Structured documentation simplifies audit prep.
• A knowledgeable partner improves compliance and retention.

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