Track income, grants, donations, and expenses — all coded properly by program, restriction, and funding source.
Board-Ready Financial Reporting
Receive monthly reports tailored to your board, executive director, or grant requirements. Budget vs. actuals. Clean. Clear. Compliant.
Form 990 Preparation & Filing
We prepare and file your Form 990 accurately and on time — protecting your exempt status and public reputation.
Charlotte-Based Nonprofit Accountants
Our team knows NC-specific nonprofit rules, charitable registration, and IRS guidelines — and we’re here locally to support your cause.
Catch-Up & Cleanup Services
Behind on financials or missed a filing? We discreetly catch up on months or years of records and restore financial order.
Support That Scales With Your Impact
Whether you’re a church, school, or 501(c)(3) startup, we offer flexible packages that grow with your mission and funding levels.
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Tell us a bit about your business and goals. It only takes 90 seconds.
Accountant Connection
Connect with a Charlotte accounting professional experienced in nonprofit fund management and compliance.
Discuss Your Needs
On a discovery call, we’ll walk through your needs and build a bookkeeping + accounting plan tailored for your mission.
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Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.