Designed for established nonprofits ready to move beyond basic bookkeeping and operate with accrual-based, GAAP-aligned accounting, structured workflows, and board-ready reporting.
Impact is ideal for:
Established nonprofits with multiple programs
Grant-funded organizations
Teams with up to 10 employees
Organizations transitioning to accrual accounting
Boards requiring regular financial oversight
Leadership preparing for sustainable growth
If your financial complexity has increased — but your systems haven’t — this level was built for you.
As organizations expand, financial demands increase:
Multiple programs requiring tracking
Grant reporting requirements
Payroll allocation across functions
Increased board scrutiny
Donor and funder accountability
Greater compliance exposure
Without structured financial oversight, growth can create gaps.
Impact introduces discipline, documentation, and reporting that scale responsibly with your mission.
Revenue and expenses are recorded on an accrual basis in alignment with nonprofit GAAP standards, ensuring financial accuracy for boards, funders, and regulatory reporting.
Revenue and expenses are tracked across Programs, Administration, and Fundraising, providing meaningful visibility into how resources support your mission.
All balance sheet accounts are reconciled monthly to maintain accuracy, prevent errors, and ensure audit readiness.
Non-cash donations, capital assets, and prepaid expenses are properly recorded to support complete and compliant financial statements.
Bills are entered bi-weekly using documented approval processes to create a clear audit trail and strong internal controls.
Pledges are entered weekly, payments are posted by the firm, and reporting supports organized revenue tracking.
Budget vs. actual reporting, Statement of Financial Position comparisons, and executive summaries provide clarity for leadership and board meetings.
Payroll processing for up to 10 employees, including onboarding, terminations, and allocation to programs and functions.
Structured monthly meetings ensure proactive financial oversight and alignment with operational goals.
We assist with systems definition, vendor selection, and implementation to improve workflow efficiency and strengthen financial infrastructure.
We gather and submit requested payroll documentation to support compliance with agency requirements.
Impact is designed for established nonprofits but does not include:
Advanced restricted fund tracking
Weekly AP/AR processing
Full audit preparation and auditor liaison
Executive financial modeling and benchmarking
Finance committee participation
As operational complexity increases, organizations may transition to the Visionary tier.
Organizations at the Impact level gain:
Accrual-based financial integrity
Program-level visibility
Documented internal controls
Board-ready reporting
Reduced compliance risk
Structured financial discipline
Growth becomes supported — not strained — by your accounting systems.
You move from “keeping up” to operating with clarity and accountability.
Designed for nonprofits ready to deepen accountability, strengthen reporting, and build operational discipline.
Every engagement begins with a discovery call to ensure the right fit.
Every organization’s structure, funding, and goals are different. A discovery call allows us to understand your current systems, growth plans, and compliance needs — and determine the right level of partnership to support your mission with confidence.
