Nonprofit Accounting Services
Keep your mission front and center while we handle the numbers. We provide accurate, compliant nonprofit accounting with clear, board‑ready reports and proactive guidance.
What we do:
- Fund and program accounting (restricted vs. unrestricted, classes/departments)
- Grant tracking and reporting (budget vs. actuals, allowable costs)
- Monthly close: reconciliations, JE review, and documentation
- Financial statements tailored for boards (program statements, cash flow, KPIs)
- Budgeting and forecasts by fund/program, multi‑year grants
- AP/AR processing, donor revenue recognition, in‑kind entries
- Fixed asset tracking and depreciation schedules
Compliance and filings:
- Form 990/990‑EZ/990‑N preparation and e‑file
- 1099 reporting and vendor compliance
- Audit/review/compilation prep: PBC lists, schedules, and auditor liaison
- Policies and internal controls (segregation of duties, approvals, documentation)
Tools and integrations:
- QuickBooks Online (classes, locations, projects)
- Donor and grant platforms (e.g., Donorbox, Neon, Kindful) and bank feeds
- Secure client portal for document exchange
Who we serve:
- Charitable organizations, foundations, associations, and faith‑based nonprofits
How onboarding works:
- Discovery and data access
- Chart/fund structure and reporting design
- Cleanup and first close
- Grant/budget mapping and reporting cadence
- Ongoing monthly close with board‑ready packets
Deliverables you'll receive:
- Monthly financials (organization‑wide and by fund/program)
- Budget vs. actual reports with notes
- Grant spend reports and compliance schedules
- 990 package and support
Need nonprofit accounting that your board can trust? Contact us or book a quick consult.
Why Choose Cloonan CPA?
- Personalized Attention for Every Client
You work directly with William Cloonan, CPA—no call centers, no junior staff. Every client gets tailored advice and responsive support. - Virtual CPA Services, Nationwide Reach
Efficient, secure, and convenient service for small businesses across the U.S.—no matter where you’re located. - Small Business Specialist
With 7+ years of experience serving entrepreneurs and small business owners, we understand your unique challenges and goals. - Trusted Experience
A proven track record of helping clients minimize taxes, stay compliant, and grow their businesses with confidence.
Ready to Get Started?
Schedule a free consult, reach out with questions, or access your secure client portal.
