
Happy Clients Include
What Our QuickBooks Online Bookkeeping Services Include
Our services are designed specifically for nonprofits that rely on QuickBooks Online as their core accounting system.

Monthly Bookkeeping in QuickBooks Online
We manage your day-to-day and month-end bookkeeping in QuickBooks Online to ensure your financial records stay accurate and current.
Includes:
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Transaction review and categorization
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Bank and credit card reconciliations
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Monthly close and quality checks
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Chart of accounts optimization

Program, Fund, and Grant Expense Tracking in QuickBooks Online
Many nonprofits use QuickBooks Online but struggle with tracking expenses by program or fund.
We support:
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Tracking income and expenses by program or fund
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Reporting on restricted vs unrestricted activity
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Monitoring grant-related expenses and balances
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Tracking reimbursable expenses for internal review
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Board-Ready Reports Generated from QuickBooks Online
We configure and prepare reports that make QuickBooks Online data meaningful for nonprofit boards and leadership teams.
Reports typically include:
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Statement of activities by program
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Statement of financial position
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Budget vs actual comparisons
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Cash flow summaries
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Financial narratives when requested


Why QuickBooks Online Requires Nonprofit-Specific Bookkeeping
QuickBooks Online is widely used by nonprofits, but it is not automatically configured for nonprofit accounting. Without the right structure, reports become confusing, funds are misclassified, and leadership lacks visibility.
Nonprofits using QuickBooks Online need bookkeeping that accounts for programs, restricted funding, and board-level reporting—not just transaction entry.
Key outcomes when QuickBooks Online is set up and managed correctly:
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Clear tracking of programs and funds
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Reliable monthly financial reports
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Consistent categorization of income and expenses
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Accurate data for boards, audits, and planning
What Makes Our QuickBooks Online Support Different
01
Responsive within 24 hours or less
Joe answers the phone when you call and is integral to every client relationship. We have grown over the years, but slowly, often closing our doors to new clients for 6 months or more. You are our partner, not just another number. We care about what you do, and the services you receive reflect this.
Highly Experienced Team
02
The majority of our bookkeepers have a bachelor's degree in accounting. They are also highly trained in the specifics of nonprofit bookkeeping. This is unusual for a bookkeeping company because bookkeeping does not require a degree or certification. This means every level of your bookkeeping has a professional set of eyes on it from top to bottom.
03
Nonprofit-focused QuickBooks expertise
We specialize in configuring and managing QuickBooks Online for nonprofit organizations.
04
Ongoing support built into the service
We are an adaptive company that embraces new technologies once they are proven to be effective. We use the most up-to-date technologies and integrations internally as a team, and with our bookkeeping processes. Our team is trained and certified on this software and we have relationships with these companies. Having these automations saves everyone time and money. Current integrations include QuickBooks Online, Bill.com, Gusto, Ramp, Stripe, Square, Donor Box, Expensify, GiveButter, Network for Good, and more.
How We Support Nonprofits Using QuickBooks Online
Introductory Consultation

We review how you currently use QuickBooks Online, including programs, funds, reporting needs, and transaction volume.
File Review and Setup

We assess your QuickBooks Online file, clean up issues if needed, and align the system with nonprofit reporting requirements.
Ongoing Monthly Support

We manage your QuickBooks Online bookkeeping consistently and provide reliable monthly reports with ongoing support.
Who QuickBooks Online Bookkeeping Is Right For
This service is ideal for:
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Nonprofits already using QuickBooks Online
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Organizations struggling with inaccurate or unclear reports
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Teams without a dedicated internal bookkeeper
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Nonprofits preparing for audits or increased board oversight
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Organizations transitioning from basic bookkeeping to structured reporting
























