Budgeting. Board expectations. Donor requirements. IRS regulations. Ever-changing technology.

It’s a lot.

Keeping up with nonprofit accounting can feel overwhelming—but it doesn’t have to be.

At Mosaic, we take care of the numbers so you can focus on your mission. We deliver clear, actionable monthly reports that help you stay informed, compliant, and confident.

With Mosaic, you’ll:

  • Stay current on donor management and accounting technology

  • Align bill pay and expense tools seamlessly with your accounting system

  • Improve and maintain internal controls

  • Remain compliant with IRS regulations, restricted fund tracking, Form 990 preparation, and audit requirements

  • Get expert guidance on navigating tight budgets and meeting board expectations

Our mission is simple: to make your mission more impactful.

Consider us your 1-800 helpline for nonprofits

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Services

Nonprofit accounting isn’t one-size-fits-all and neither are the organizations doing the work. Whether you have an internal bookkeeper, rely on volunteers, or need a fully outsourced finance department, Mosaic Bookkeeping provides flexible, nonprofit-focused accounting services designed to grow with you.

We specialize exclusively in nonprofit organizations and understand the realities of restricted funding, board oversight, audits, and compliance, without losing sight of your mission.

To find more about our on-boarding procedures and how we calculate prices click here.

Services:

990 & 1023 Preparation
  • Preparation and filing of Forms 990, 990EZ, and 990N
  • Required state charitable and tax filings
  • Coordination with your bookkeeper to gather financial data
  • Proactive advice and guidance
990 Training

Training for nonprofit leaders and staff to understand:

  • What grantors, funders, and ratings agencies review on the Form 990
  • How financial presentation and disclosures impact funding opportunities
  • How to use the Form 990 as a strategic communications tool, not just a compliance requirement
1023 Applications & Reinstatements
  • 1023 & 1023EZ applications for new nonprofits looking to establish tax exempt status
  • 1023 applications for nonprofits who have lost nonprofit status applying for reinstatement
  • Step by step assistance and strategic advice for long term planning and increase likeliness of approval
Professional Bookkeeping
  • Monthly transaction categorization and reconciliation
  • Tracking for 990 functional expenses
  • Grant and fund tracking
  • Financial statement preparation
  • Audit and funder readiness support
  • Ongoing communication and proactive support
Controller Services & Internal Controls
  • Strong systems and policies are the backbone of healthy nonprofit finances.
  • Oversight and review of bookkeeping processes
  • Implementation of expense management and reimbursement policies
  • Internal control design and documentation
  • Workflow optimization to improve efficiency and reduce risk
CFO & Financial Advisory
  • Cash flow planning and forecasting
  • Capital planning
  • Short- and long-term financial projections
  • Budget development and multi-year planning
  • Budget-to-actual tracking and analysis
  • Strategic financial guidance to support sustainability and growth
One-Time & Catch-Up Services
  • New QuickBooks setup & systems design
  • One-time bookkeeping cleanups
  • Catchup of prior periods
QuickBooks Training
  • Bookkeeping and QuickBooks training
  • Best-practice guidance and documentation
  • Ongoing support and periodic reviews
  • Support during staff or leadership transitions
Board Training
  • Understanding nonprofit financial statements
  • Differences between nonprofit finances and business finances
  • What the board should be reviewing
  • Best practices

Additional Services:

Historical bookkeeping cleanups, One-time QuickBooks setup, QuickBooks trainings, technology consulting, board trainings

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On-boarding

Our on-boarding process follows these steps:

  • Introductory 15 minute phone: call to learn about your business and what services you’re looking for
  • Bookkeeping Checkup: Look over current bookkeeping systems to identify areas that need cleanup, check for missed issues, and see the scope of work
  • Send you a detailed estimate with various package options
  • Select the package you prefer and sign our engagement letter and ACH form
  • Begin Work!

Why do we require a bookkeeping checkup?

We’ve found that sometimes clients have hidden errors buried in their bookkeeping that may be causing inaccurate account balances or profit and loss statements. Sometimes these can be complicated and require more work than anyone realized! We think it’s important that you know the full cost before signing up with us and not receive any surprise charges, for that reason we need to know the true scope of the work. Depending on circumstances we may request access to your QuickBooks, other bookkeeping system, and/or the last 2 months of bank and credit card statements.

We’ll follow up with a detailed list of any issues we find and areas where we suggest you make changes to your current system.

How do we calculate our prices?

We use an internal pricing formula based on the services desired, number of accounts and transactions, number of employees, etc. We base our pricing on the amount of work, not the revenue of the organization or business. Our proposal will break down the costs per service and we try to offer options to meet every budget. Our basic full-service bookkeeping package typically starts at $299/month.

Contact

Ready to make the leap into something better, or just learn more? Fill out the form below!

Mosaic Bookkeeping LLC is E&O Insured

About Mosaic

Our team is truly the backbone of our company. We are passionate about bringing clarity to nonprofit leaders in the complex world of nonprofit accounting.

Meet: Rosemary Siens, EA
Owner & Founder

Rosemary is Mosaic’s founder and CEO. She’s your main bookkeeping expert, nerd for numbers, enrolled agent (EA), and Quickbooks Advanced ProAdvisor. Rosemary went to Prescott College for undergrad degrees in Environmental Policy and Latin American Studies, and graduated from Ohio University with a Master’s in Accounting. She’s a founding member and volunteer with the Ohio River Surfing Association. Rosemary has a passion for helping nonprofits run smoothly through best-in-class accounting practices. She has been supporting nonprofits, from small schools to multi-million dollar international organizations, with their accounting needs since 2018. In her free time, Rosemary loves to surf, roller skate, canoe, and salsa dance!

Meet Amanda Bell
Bookkeeping Specialist

Amanda is Mosaic’s go-to bookkeeping specialist. She spent over 20 years in customer service, sales, data entry, and quality control before moving to Mosaic to use more of her analytical skills. She is Quickbooks Online certified, and takes care of bookkeeping,  reconciliations, and compiling financial reports. She loves seeing the various ways clients provide assistance, experiences, and support to the communities around them. In her free time, she loves exploring nature, board games with family, doing fiber arts and stained glass, volunteering with local nonprofits, and planning casual events.