QuickBooks for Nonprofits

3-Month Setup & Financial Strategy for Nonprofit Clarity

 

What’s Included in the Starter’s Package – $1,850

Initial Setup & Configuration:

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• TechSoup Registration & Purchase

We assist you in registering with TechSoup (to access discounted software) and fully customize your QuickBooks Online account with a Nonprofit-friendly Chart of Accounts and fund tracking system.

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• Receipt & Expense Management

Send us your receipts — we’ll handle data entry, categorization, and proper recordkeeping to ensure accuracy.

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• Monthly Financial Transactions

• We enter and reconcile all transactions for the 3-month period using only the bank and credit card accounts you provide at onboarding.

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💡 Need to add additional accounts or third-party syncs? A custom quote may be required.

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• Ongoing Oversight & Processing

We’ll review and input your financial data regularly — processing receipts, performing reconciliations, and organizing records to maintain financial clarity.

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• In-Depth Financial Review & Strategy Session

After your setup is complete, you’ll receive a strategic review and recommendations to keep your books clean, compliant, and ready for reporting or grants.

 

Why It Matters

Clean books and clear records aren’t just for tax season — they build credibility with funders and make growth sustainable.

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Our Starter’s Package is specifically designed for Nonprofits who need confidence, clarity, and compliance in their financial systems.

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📌 Reminder: The 30-minute time slot shown is for your onboarding consultation only. Your actual service takes place remotely across 3 months, with multiple touchpoints and deliverables throughout the process.