Automatic transaction categorization. Understand how much money you have allocated to different funds. Generate GAAP required reports such as the Statement of Activities, Statement of Financial Position, Statement of Cashflows, & Statement of Functional Expenses.

Consolidate donations from various platforms for each donor. Send accurate tax-receipts at the end of each year. We’ll also prepare the annual reporting requirement to the IRS and file it on your behalf. We’ll handle any compliance requirements for your state such as the franchise tax, information reports, or charitable solicitation registrations.

Always have contact with a dedicated finance professional for any questions regarding your books and financial reports. All of our accountants and bookkeepers are from the US. Everyone from our team has had experience working in nonprofits for more than a decade.