Outsourced accounting for nonprofits & ministries
Clean, grant-ready books — and a year-end that doesn't blindside you.
Fund accounting, restricted-grant tracking, and single-audit readiness — built and reviewed by a CPA who also serves in ministry, so your funders see rigor and your board sees the truth.
ASC 958 net-asset reporting · 2 CFR 200 single audits · Form 990 support
CPAs who speak your mission - lead partner is a CPA (US) and FCCA (UK) with two decades across PwC, Deloitte, and Baker Tilly — and a serving minister. We understand stewardship, denominational reporting, and board dynamics from the inside, not from a textbook.
Does This Pain Sound Familiar?
A funder asked for audited or reviewed financials and I'm not sure if we are ready.
Restricted and unrestricted funds are tangled — We can't cleanly show a grantor where their money went.
We've crossed the federal-award threshold and a single audit is suddenly on the table.
Month-end takes weeks, and the board meeting always comes before the numbers do.
How We Handle It
Net assets, done right.
We classify with and without donor restrictions and produce a statement of functional expenses (ASC 958) — the format funders and auditors expect, not a workaround.
Single-audit readiness
If you've passed the $1M federal-award threshold (raised from $750K for fiscal years beginning on or after Oct 1, 2024), we get your books and SEFA audit-ready under 2 CFR 200 Subpart F — and manage the auditor relationship for you
Grant & fund tracking
Every restricted dollar stays traceable to its purpose, so reporting back to a grantor is a report you pull — not a reconstruction you dread.
Form 990 & board reporting
Audit-ready year-end files, Form 990 support, and a board pack that tells the real story — restricted, unrestricted, and runway — in plain English.
" I became aware of Dickson via a computer search directed at my interests establishing business to support a charitable school for disabled children. He responded quickly to my initial contact..."
Industry FAQs
Do we need an audit, a review, or neither?
It depends on your funders, your state's charitable-registration rules, and your federal awards. We'll tell you straight which one (if any) applies to you — luckily our team includes auditors so we can easily help you know the difference.
Do you prepare or support our Form 990?
Yes. We can prepare the underlying audit-ready financials and support the 990 — coordinating with your return preparer or handling it as a tax add-on, whichever you prefer. We have a CPA team with Form 990 experience.
What actually triggers a single audit?
Spending $1M or more in federal awards in a fiscal year (the threshold rose from $750K for years beginning on or after October 1, 2024). It's based on what you spend, not what you're awarded — we help you track it so the threshold never surprises you.
How fast do you respond?
Same or next business day on routine questions. Growth and Strategic clients get a named contact who knows your account, so you're not re-explaining your business every time you email.
Can you work with our denomination's or grantor's reporting requirements?
Yes. We routinely map the books to specific grantor formats and denominational reporting, so you report once, correctly, rather than re-cutting the numbers for every stakeholder.
See if we're a fit for your mission. Book a call today.