Proposal for nonprofit accounting services
We keep your nonprofit's books current, file its IRS and California returns on time, and give your board financial reports it can use. The services below are the ones selected for your organization.
Services included
Only the services selected for your organization appear below. Each one lists the work, and the price.
No services are selected in this proposal yet.
How we work
We agree on the filing deadlines, fiscal year end, and who on your board signs off.
You get a focused request for bank statements, grant agreements, donor records, and payroll reports.
We prepare each filing and review it against your records and your functional expense allocations.
We file after your approval and give your board a clear summary of what was filed and why.
Why nonprofits work with us
Restricted and unrestricted funds, classes, and grants are tracked so your statements and Form 990 agree.
We explain what each return says about your programs, your governance, and your public disclosure.
We track the IRS, Attorney General, and Secretary of State dates for you and tell you early when something needs your input.
Payment terms
50% of the agreed fee is due up front, before work begins. The remaining 50% for each deliverable is due when that deliverable is complete.
Reply to the email this proposal came with, or contact us directly.
(916) 562-3685