Nonprofit bookkeeping in Oklahoma
Your board, your donors, and your tax professional all need to trust your numbers. We keep your books current and reconciled, deliver monthly reports, and prepare the supporting records your tax professional needs for your Form 990.
Sound familiar?
A volunteer or staff member is doing the books on top of everything else
Board meetings come with a last-minute scramble for reports
Leadership or treasurer changes left the books in an unclear state
You're not confident your accounts are reconciled
Form 990 season is stressful every single year
You want someone steady who will still be here next year
An audit is coming up, and you're not sure your records will hold up
What's included
Nonprofit bookkeeping is built on the same monthly close process as all of our work, in QuickBooks Online.
Monthly bookkeeping
Transactions recorded and categorized consistently, every month.
Monthly reconciliations
Bank and credit card accounts matched to your statements, so your balances hold up.
Monthly financial reports
Clear monthly financials you can share with leadership.
Form 990 supporting records
Organized, reconciled year-end records your tax professional uses to prepare your Form 990.
What we do and don't do
We don't prepare or file Form 990s or tax returns. Our job is to make sure your tax professional gets clean, organized records, so the filing goes smoothly and quickly. If you don't have a tax professional, we can recommend one.
Audit support
When your organization goes through an audit, we coordinate with your auditors and support them throughout the process, so your staff and board aren't left to handle it alone. We don't perform the audit itself.
Audit support is handled as its own project, separate from monthly bookkeeping, and billed at our standard hourly rates. Audits typically take many hours of work beyond the regular monthly close, so billing it separately keeps your monthly fee predictable.
How it works
Discovery call
We learn about your organization, how your books are kept today, and what your board needs.
Tailored proposal
A clear scope and transparent pricing, built from only the services you need.
Onboard & go
We connect your accounts, set up rules, and confirm your chart of accounts. Then, each month we reconcile, review, and deliver your reports.
Common questions
Do you prepare our Form 990?
No. We prepare the supporting records your tax professional needs to prepare and file it.
Do you help with audits?
Yes. We coordinate with and support your auditors as a separate project, billed at our standard hourly rates. We don't perform the audit ourselves.
Do you work with nonprofits outside Owasso?
Yes. We're based in Owasso and work with organizations throughout the Tulsa area and across Oklahoma.
Can you help if our books are behind?
Yes. We bring earlier periods current through a catch-up and cleanup project, then move into monthly service.
Let's talk about your organization
Book a discovery call. We'll learn how your books work today and what your board and tax professional need.
Serving: Owasso • Collinsville • Claremore • Broken Arrow • Tulsa • Greater Oklahoma
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