Form 990 filings, bookkeeping, grant accounting and compliance support for mission-driven organizations, from volunteer-led groups to private foundations.
Filings and finances handled, so the mission stays the focus.
For nonprofits and foundations
see our services
what we do
Three ways we support nonprofits.
We don't perform audits, but we'll get your books and schedules audit-ready and work directly with your auditor. Don't have one? We're happy to refer you to one of the many great auditors we work with.
Need a financial audit?
i.
Fractional CFO
Senior finance support for budgets, cash flow and big decisions, without a full-time hire.
Books & grants
Monthly books that track every grant, so funder reports and board packets come together easily.
Filings
Your 990 and state reports prepared and filed, with a review copy for your board first.
Foundation experience, small-firm attention.
Why nonprofits choose us
We know the funder side
Our founder spent years at the Gates Foundation and Pivotal Ventures, so we know what funders look for.
Built for small teams
Clear checklists and plain-language reports for executive directors who wear every hat.
Board-ready, every time
Financials your treasurer can present with confidence.
It depends on your gross receipts and assets. We'll confirm the right form when we review your prior-year filing.
Yes. Compliance recovery is one of our most common projects, including organizations whose exempt status was revoked.
We send a review copy for your board before we file, and a public inspection copy once it's accepted.
