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Financial Analyst

Nonprofit Bookkeeping That Strengthens Your Mission

Accurate, GAAP-compliant bookkeeping and financial management for nonprofits nationwide.

Running a nonprofit is challenging enough without worrying about complex bookkeeping and compliance. At Complex Accounting & Tax Solutions (CATS), we specialize in nonprofit financial management so you can focus on your mission. Our team ensures that every dollar is tracked, every fund is accounted for, and every report is ready for your board, donors, and the IRS. From fund accounting to grant tracking, IRS Form 990 preparation, and audit support, we provide the expertise and tools nonprofits need to operate efficiently and confidently. Whether you’re a small local charity or a multi-state organization, our dedicated specialists help you maintain accurate records, simplify reporting, and ensure compliance—all while giving you peace of mind.

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Why Accurate Bookkeeping is Critical for Your Nonprofit

Strong finances mean stronger programs, better donor trust, and peace of mind.

Nonprofits face unique financial challenges that require specialized bookkeeping. Without accurate tracking of funds, grants, and donations, it’s easy to lose sight of your organization’s financial health. Mismanaged finances can lead to missed grant opportunities, audit complications, or strained relationships with donors and your board. At CATS, we help you maintain clear, compliant, and actionable financial records, so you can make informed decisions, demonstrate accountability, and keep your mission moving forward. Whether it’s preparing IRS Form 990s, monitoring restricted funds, or creating reports that your board and donors can trust, we provide the expertise and tools you need to focus on what really matters: making an impact.

Key Benefits

  • Fund Accounting Made Simple – Track restricted and unrestricted funds accurately.

  • Grant & Donor Reporting – Generate transparent reports for donors, boards, and stakeholders.

  • IRS & Audit-Ready – Ensure timely compliance and smooth audits.

  • Strategic Insights – Financial clarity to make better operational and funding decisions.

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Flexible Plans Designed for Nonprofit Organizations

Choose the plan that fits your organization’s size, complexity, and needs.

  • Basic Non-Profit Bookkeeping

    150$
    Every month
    +$125 Onboarding Fee
    Accurate bookkeeping for small nonprofits. Track up to 2 funds, reconcile monthly, prepare financial statements, and get IRS Form 990 guidance with a secure online portal.
     
    • Fund accounting for up to 2 funds
    • Monthly bank reconciliation
    • Financial statements (monthly or quarterly)
    • IRS Form 990 prep guidance
    • Secure cloud portal for board/staff
  • Standard Nonprofit Bookkeeping

    300$
    Every month
    +$250 Onboarding Fee
    Full-service bookkeeping for growing nonprofits. Track up to 5 funds, generate grant and donor reports, prepare for audits, and get bi-weekly check-ins with your specialist.
     
    • Basic Nonprofit Bookkeeping
    • Grant Reporting
    • Track up to 5 funds
    • Audit prep support
    • Bi-weekly review calls with your dedicated specialist
  • Best Value

    Premium Nonprofit Bookkeeping

    699$
    Every month
    +$350 Onboarding Fee
    Comprehensive nonprofit bookkeeping. Unlimited funds, grant tracking, audit prep, custom dashboards, monthly/weekly check-ins. Payroll/HR is optional add-on.
     
    • Everything in Standard Plan
    • Unlimited funds & grant tracking
    • Custom reporting dashboards for board & donors
    • Monthly or weekly check-ins
    • Discounted bundle pricing vs separate services

Optional Add-On: Payroll & HR Services

  • Available separately for Premium plan at an additional cost.

  • Full payroll processing, HR support, employee onboarding, and compliance guidance.

  • Can be combined with Premium plan for an integrated solution

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Getting Started with Nonprofit Bookkeeping is Simple

From onboarding to ongoing support, we make financial management effortless.

      Initiate                      

START IMMEDIATELY

  • Purchase your plan immediately to start without waiting

  • Meet with your dedicated nonprofit bookkeeping specialist

  • Complete onboarding quickly and securely

  • Access your secure online porta

Customized Schedule

Tailor Your Bookkeeping

  • Select reporting frequency (monthly, quarterly)

  • Set up fund/grant structures, donor tracking

  • Customize dashboards for board and donor reporting

Monthly/ Weekly Meetings

Stay on track with regular check-ins

  • Review fund accounting, grant tracking, and financial statements

  • Receive guidance on budget analysis and compliancee

  • Optional payroll/HR add-on review if desireds

Whether your nonprofit is just getting started or scaling up, our process ensures a smooth transition. You can start immediately, customize your bookkeeping schedule, and get ongoing support to maintain accurate, compliant, and transparent records. Optional Payroll/HR services can be added at any time.

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Trusted by Nonprofits Nationwide

Hear from organizations that have simplified their finances with CATS.

Maria L., Executive Director, Louisville, KY

"CATS has transformed the way we manage our books. Before, our grant tracking was a mess—now it's crystal clear. CATS's team helped us streamline reporting, stay audit-ready, and focus on serving our community instead of stressing over spreadsheets."

Pastor James T., Augusta, GA

"We needed a bookkeeper who understood the heart behind our mission and the accountability required by our donors. CATS delivered both. Their reports are easy to understand, and their guidance has helped us steward our resources with integrity."

Tasha B., Program Director, Birmingham, AL

CATS doesn’t just do our books—they empower us. From budgeting workshops to monthly reconciliations, their support has helped us grow with confidence. CATS's clarity and care make her a rare gem in nonprofit finance."

Have Questions About Nonprofit Bookkeeping

We’ve answered the most common questions so you can feel confident choosing the right plan.
question mark
  • Do you serve nonprofits nationwide?

  • Will I have a dedicated bookkeeping specialist?

  • Can you handle multiple funds and grants?

  • How secure is my financial and donor data?

Our nonprofit bookkeeping services are designed to simplify your financial management while keeping you fully compliant. If your question isn’t listed here, you can view our full FAQ page for detailed answers or reach out to our team.

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