Nonprofit Financial Management and Reporting

Prepare your nonprofit for an independent financial audit or single audit. Checklists, reconciliations, workpaper organization, and internal control reviews for audit-ready organizations.

Build mission-aligned annual and program budgets for nonprofits. Expert guidance on cost allocation, revenue forecasting, and fund accounting for charitable organizations.

Manage nonprofit cash flow challenges caused by grant timing gaps, seasonal revenue, and restricted funds. Forecasting tools, liquidity planning, and reserve fund strategies for NGOs.

Draft comprehensive financial policies for nonprofits — expense reimbursement, reserve funds, investment, conflict of interest, and gift acceptance policies aligned with best practices and IRS expectations.

Analyze nonprofit financial statements including Statement of Activities, Financial Position, and cash flows. Ratio analysis, trend identification, and board-ready financial commentary for NGOs.

Navigate IRS Form 990 preparation for tax-exempt organizations. Guidance on schedules, compensation disclosure, program service accomplishments, and compliance for nonprofit filers.

Design and apply functional expense allocation methodologies for nonprofits. Expert guidance on program, management, and fundraising cost classification per GAAP and ASC 958 standards.

Prepare accurate, compliant financial reports for foundation, government, and corporate grants. Guidance on expense documentation, budget vs. actual reporting, and funder requirements.

Design financial internal controls for nonprofits to prevent fraud, ensure accuracy, and satisfy auditors. Policies, authorization matrices, segregation of duties, and control documentation.

Track, manage, and report on restricted and temporarily restricted nonprofit funds. Compliance with donor restrictions, grant conditions, and net asset release accounting under ASC 958.