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.
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
