Yes. We move your QuickBooks Desktop company file to QuickBooks Online, bringing over your chart of accounts, historical transactions, and lists so your nonprofit’s financial history stays intact. We handle the conversion, verify the data landed correctly, and set the file up the way a nonprofit needs from day one.
Yes. We maintain your books so they’re audit-ready year-round — accounts reconciled monthly, transactions classified consistently, and documentation kept in order. Because the records are clean before an auditor opens them, the audit takes less of their time, which helps hold down audit costs.
Yes. We strongly recommend budgets for nonprofits and build them directly in QuickBooks Online’s budgeting tools, available in the Plus and Advanced plans. We can also subdivide a budget by class, so you can budget each program or fund separately and track actuals against budget throughout the Year.
Each month we deliver a customized reporting package built for your board, funders, and grant reporting. For nonprofits this centers on the Statement of Activity and the Statement of Financial Position — the reports QuickBooks Online generates automatically once your company is set up as a Nonprofit (Form 990). We tailor the rest to what your stakeholders need, adding budget-vs-actual, program/class reports, and other custom views on request.
Yes — it’s a core part of the nonprofit bookkeeping we do. We track restricted and unrestricted funds using classes in QuickBooks Online (available in Plus and Advanced), tagging every transaction to the right fund, grant, or program. That lets us report on each one separately, so you can show your board and funders exactly how restricted dollars were spent and what remains.
