Specialized Service Expertise

Non-Profit Accounting & Fund Bookkeeping

Transparent stewardship, grant tracking, and human-led month-end close for mission-driven organizations in Charlotte, Fort Mill, and Atlanta.

Mission-Driven Finance

Tailored Services

  • Fund Accounting — Tracking restricted vs. unrestricted funds with precision.
  • Grant Management — Workflow design for grant tracking and reporting.
  • Board-Ready Packets — Budget vs. actuals and financial statements for transparent stewardship.
  • Audit Preparation — Managing PBC lists and serving as auditor liaison.

Compliance & Filings

  • IRS Form 990 Support — Assistance with narrative schedules and annual filings.
  • UBTI Tracking — Identifying and allocating unrelated business taxable income.
  • State Registrations — Coordinating charitable solicitation registrations.
  • Internal Controls — Documenting policies to protect program integrity.

Benefits For Your Mission

Work with non-profit accounting experts who understand foundation financial management and the realities of running a mission-driven organization. We help you build donor and board confidence through financial transparency and optimized compliance.

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