Proposal builder
Build a proposal for your nonprofit
Select the services the organization needs and enter the amounts. The summary updates as you go. When you're ready, open the proposal or copy its link to paste into the prospect record.
Monthly accounting
Monthly bookkeeping and close
Fund and class-based bookkeeping, bank and credit card reconciliations, grant and donor revenue recording, payroll journal entries, and monthly financial statements ready for your treasurer or finance committee.
Annual IRS filings
Form 990, full return
For organizations above the 990-EZ thresholds. Includes the required schedules, functional expense review, governance questions, and e-filing after your approval.
Form 990-EZ
For organizations under the 990-EZ gross receipts and asset limits. Includes required schedules and e-filing after approval.
Form 990-N e-Postcard
For organizations whose gross receipts are normally $50,000 or less.
California filings
Form RRF-1, annual registration renewal fee report
Preparation and filing with the Attorney General's Registry of Charitable Trusts, including the fundraising and related expense reporting it requires.
Secretary of State Statement of Information (SI-100)
Preparation and filing to keep the nonprofit corporation in good standing with the California Secretary of State.
Year-end compliance
1099 completion
Review of vendor and contractor information, preparation and e-filing of Forms 1099, and recipient copies.