Bookkeeping, fund accounting, and 990-ready reporting for mission-driven organizations
Articles written for the people who actually handle the books — administrators, executive directors, volunteer treasurers, and owner-operators — not for accountants.
Stewardship problems rarely announce themselves. They show up as giving records that do not match the bank, designated gifts absorbed into the general fund, and board members who stop asking questions.
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Filing season gets painful when bookkeeping is rushed, incomplete, or spread across disconnected systems. The earlier a nonprofit organizes its records, the cheaper and calmer the process becomes.
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Most accounting software was built for businesses that sell products or services. Nonprofits need funds, restrictions, donor activity, and reporting that answers to a board.
Read the article →Restricted, designated, and unrestricted balances — how they work, how they get misclassified, and how to keep them clean.
Staying 990-ready year-round, organizing supporting schedules, and coordinating smoothly with your CPA or preparer.
Handoffs, segregation of duties, documentation, and reporting designed for people who are not career accountants.
Monthly close discipline, payroll obligations, tax-ready records, and knowing when to bring in help.
A clean audit trail is not bureaucracy. It is what lets volunteers serve confidently and boards sign off without worry.
Coming soonCapital campaigns create a specific set of fund accounting problems. Here is how to structure one from the first pledge.
Coming soonClergy compensation has its own set of rules. Getting the housing allowance treatment wrong is a common and expensive error.
Coming soonIf something in your books is not making sense, it is probably not just you. Send us the question and we will tell you how we would approach it.
