More than just bookkeeping!

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No matter where you're at in your financial management, my services can be tailored to fit your needs and help build your capacity.

Nonprofit Specific

Nonprofits face unique accounting challenges: limited staff capacity, complex grant tracking, and additional reporting requirements. Furthermore, each nonprofit varies in their needs and capacities.  I'm here to meet you where you're at and help you fulfill your mission. 

Types of Services

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System Set-Up

Budgeting & Planning

Training & Capacity Building


Bookkeeping Services

Unlike accountants, I come from the nonprofit world and understand the specifics of nonprofits financial reporting needs. I provide nonprofit bookkeeping for many clients small and large.  Some have no bookkeeping records at all, while others are multimillion dollar organizations.  

Bookkeeping services include:

  • Complete oversight of income and expenses

  • Receipt collection and organization

  • Monthly reporting and board templates

  • Reconciliation of accounts 

  • and more...

Everyone's needs are different.  Please don't hesitate to call and discuss your needs.

Common Needs of Nonprofits

Correcting the System

Many nonprofits start their bookkeeping system ad-hoc, perhaps with little professional advice.  Then the organization grows and they need a bookkeeping system that does more.  ​

Setting up a New System

It's great when organizations set up their bookkeeping systems correctly from the start.  Some start as fiscally sponsored projects but eventually need to track things themselves. Others want it correct from the get-go.

Need a New Bookkeeper

Especially for smaller organizations, outsourcing your bookkeeping makes sense.  But it can be hard to find someone that truly understands nonprofits and knows how to track grants correctly.  

Whatever your situation.  Give me a call and let's see whats possible.

but don't just take it from me, here's what my clients say...

Elyshia, Arawaka

We didn’t have the time or the skill-set to create the systems we needed. Joe came in and did it all efficiently, intelligently, and was really good to work with.

Brad, Corelight

He is not only timely, accurate, and well organized, but his easy-going, peaceful nature puts me very much at ease and makes dealing with our finances a no-stress situation.

Dianne, PISL

Joe has taught me how to use online technology tools, and set up an accounting system. Joe is dependable, honest and reliable (just an email or phone call away!)

Nonprofit  Resources 

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(415) 999-7439

Oakland, CA

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