Carpenter Bookkeeping Plus LLC helps nonprofit organizations maintain accurate books, monitor their budgets, and provide meaningful financial information to boards and treasurers. We understand that smaller nonprofits often operate with limited staff, volunteer treasurers, and tight budgets. You need dependable financial information without necessarily needing a full-time accounting employee.
Carpenter Bookkeeping Plus LLC helps nonprofit organizations maintain accurate books, monitor their budgets, and provide meaningful financial information to boards and treasurers. We understand that smaller nonprofits often operate with limited staff, volunteer treasurers, and tight budgets. You need dependable financial information without necessarily needing a full-time accounting employee.
Reliable Financial Support for Your Mission
Your organization's mission comes first. Your financial records help support it.
Bookkeeping & Account Reconciliations
Keep your records organized and your financial information current.
- Monthly bookkeeping
- Bank and credit card reconciliations
- Income and expense categorization
- General ledger maintenance
- Catch-up and cleanup bookkeeping
- Year-end accounting support
Board & Treasurer Financial Reporting
Give your board the information it needs to oversee the organization's finances.
- Financial statement preparation
- Budget-to-actual reports
- Revenue and expense summaries
- Financial trend analysis
- Board meeting reporting support
- Assistance explaining financial results
Budgeting & Financial Planning
A practical budget helps your organization plan programs, manage resources, and anticipate financial challenges.
- Annual operating budget preparation
- Budget-to-actual monitoring
- Cash flow forecasting
- Expense planning
- Financial projections and scenario analysis
Contribution & Grant Tracking
Maintain clear records of how funds are received and used.
- Donor-restricted and unrestricted contribution tracking
- Grant income and expense tracking
- Fundraising revenue and event expense tracking
- Support for tracking releases of donor restrictions
- Review of accounting classifications and reporting processes
Nonprofit Financial Health Checks
Even a small organization benefits from periodically reviewing its accounting processes.
A financial health check may include:
- Chart-of-accounts review
- Reconciliation review
- Financial statement review
- Contribution classification review
- Basic internal control observations
- Written recommendations for improvement
This can be a useful starting point for organizations that are not ready for ongoing bookkeeping services.
Annual Nonprofit Information Returns
We offer preparation of applicable annual nonprofit information returns, including Form 990-N and Form 990-EZ, subject to eligibility, scope, and engagement terms.
We can also help organize financial records for coordination with your outside CPA or tax professional.
Support That Fits Your Organization
Whether your organization needs a one-time review, help getting its books caught up, or ongoing monthly support, we can discuss an approach that fits your needs and budget.
Let's help you maintain financial clarity so you can focus more of your attention on your mission.