Full Service | Nonprofit Financial Management
Professional Nonprofit Bookkeeping, Accounting & CFO Support
Our team provides expert bookkeeping and accounting solutions tailored for nonprofits. From daily operations to budgeting and strategic financial planning, we help your organization understand where it is now and plan for a financially secure future
Full-Service Accounting for Nonprofits
Our Full-Service Accounting offering combines operational accuracy with strategic insight. This package includes all the services of our Basic and Strategic Finance tiers—providing you with day-to-day bookkeeping and forward-looking guidance from a dedicated team, including a fractional CFO.
Weekly Services
- AP Bill Entry and Check Runs
- AR Invoice Entry
- Payroll Journal Import
- Expense Card Activity Import
- Revenue Entry (donations, program income, grants, and other cash receipts)
- Vendor / Customer Setup in QuickBooks Online
Monthly Services:
- Month-End Close & Account Reconciliation
- Releases of Restricted Support (as applicable)
- Standard Reporting, Including Profit & Loss, Balance Sheet, and Class-Based Reporting
- Financial Analysis and Consultation
- Board and Finance Committee Communication (written reports, meeting attendance)
- Cash Flow and Liquidity Analysis
Periodic Services
- Routine and Advanced Audit Support (document preparation, auditor correspondence functional expenses, 990 schedules, etc)
- Routine Billing Correspondence
- Financial Data Requests (e.g., grant balances, expense summaries)
- Process Streamlining, Redesign, Automation & Integration
- 1099 Preparation & Filing
- Grant Budgeting and Financial Reporting
- Annual Budget Leadership
- Forecasting (revenue, expenses, cash flow)
- Cost Allocation Schema Development
- Custom Report Design and Consultation
Weekly Services
- AP Bill Entry and Check Runs
- AR Invoice Entry
- Payroll Journal Import
- Expense Card Activity Import
- Revenue Entry (donations, program income, grants, and other cash receipts)
- Vendor / Customer Setup in QuickBooks Online
Monthly Services
- Month-End Close & Account Reconciliation
- Releases of Restricted Support (as applicable)
- Standard Reporting, including Profit & Loss, Balance Sheet, and Class-Based Reporting
- Financial Analysis and Consultation
- Board and Finance Committee Communication (written reports, meeting attendance)
- Cash Flow and Liquidity Analysis
Periodic Services
- Routine and Advanced Audit Support (document preparation, auditor correspondence functional expenses, 990 schedules, etc)
- Routine Billing Correspondence
- Financial Data Requests (e.g., grant balances, expense summaries)
- Process Streamlining, Redesign, Automation & Integration
- 1099 Preparation & Filing
- Grant Budgeting and Financial Reporting
- Annual Budget Leadership
- Forecasting (revenue, expenses, cash flow)
- Cost Allocation Schema Development
- Custom Report Design and Consultation
Why Choose Our Full Service Solution?
Combines day-to-day bookkeeping with strategic CFO-level insights in one seamless package.
As we get to know your company we build out a handbook of daily processes, ensuring smooth handoffs of duties on our team and providing transparency on how we record your activities.
Services tailored specifically for nonprofit organizations, ensuring compliance and clarity.
Receive timely financial reports, budget forecasts, and insights from a trusted CFO that support confident decision-making.
Ongoing communication, board-ready reports, and audit support so you're never navigating finances alone.
Need More Support? Explore Our Full Range of Services
If you’re looking for support for your day-to-day accounting we offer a range of solutions tailored to your nonprofit’s needs. From bookkeeping to grant management, our team has the expertise and support you need to strengthen your financial operations.
Frequently Asked Questions (FAQ)
What services are not included?
While our services are comprehensive, the following tasks are not included:
- Onsite activities such as making bank deposits or scanning correspondence. We are a fully remote team.
- Management of your physical files, or of digital records unrelated to audit readiness.
- Payroll and timesheet processing
- Vendor negotiation or management
- Donor acknowledgements or donation record entry into your CRM system or database.
- We do not issue your IRS Form 990, but we will work with your auditor to prepare supporting schedules and data to assist with its completion.
How does your service differ from hiring an in-house accountant?
Our full-service accounting package gives you access to a team of nonprofit financial specialists with a broader range of expertise than a single in-house hire. We provide continuity and protect your organization from turnover while offering a field-wide perspective on best practices, compliance, and financial strategy—ensuring your nonprofit stays on a strong financial path.
Can you help with financial reports for grants and funders?
Yes! We prepare grant budgets, expense tracking, and financial reports required by funders. We ensure compliance and can support both internal and external reporting needs.
Learn How Shared Financial Services Can Assist Your Nonprofit
Contact us today for a consultation and learn how we can help your nonprofit achieve financial stability and free your staff to focus on your mission.