From monthly books to the annual return
Form 990 services, too.
Bring bookkeeping and Form 990 preparation together with a team that understands your records. Available to bookkeeping clients as part of an agreed scope.
Explore Form 990 services →For your mission. From anywhere.
Clear books.
Confident decisions.
More room to lead.
Virtual nonprofit bookkeeping and financial advisory, with a personal partner and a clearer view of your numbers. Wherever your mission takes you.
Nonprofit expertiseNationwide serviceCPA-led perspective
YOUR FINANCIAL PICTURE, CONNECTED01 / THE CLIENT PORTAL
HEZLEPBOOKKEEPING + ADVISORYSAMPLE DATARIVERBEND COMMUNITY PANTRY
A little more clarity.
A lot less chasing.
Monthly close, complete.Your sample July reports are ready.
↗Cash on hand$84,210+$7,010 from last month
Days of cash63 daysAt average monthly spend
One place. A shared view.Explore ↗
Real people behind the numbers.
Illustrative portal preview · fictional organization
Rooted in nonprofit experience.
Built for the way you work now.
The right support, at the right level
A stronger finance function.
Without building one in-house.
From the monthly essentials to the bigger decisions, we shape the work around what your organization actually needs.
01↗
A dependable foundation
Bookkeeping
Monthly reconciliations, a consistent close, and financial statements that make sense. Get the recurring work off your plate.
Explore bookkeeping →02↗
Someone to own the details
Controller services
Accounting oversight, fund and grant reporting, internal controls, and coordination with your team and auditor.
Explore this service →03↗
A clearer view of what’s next
CFO advisory
Budgets, cash forecasts, board reporting, and a financial sounding board for the decisions ahead.
Explore this service →04↗
A practical way forward
Cleanup + consulting
Behind on your books? Changing systems? Get focused help to resolve the backlog and build a better process.
Explore this service →Our partner practice. The same firm.
Looking for an audit or review?
Visit Hezlep Nonprofit Advisors for audits, reviews, standalone Form 990 services, and other nonprofit accounting needs. Both practices are DBAs of Hezlep & Associates, LLC.
Visit Hezlep Nonprofit Advisors ↗The Hezlep Bookkeeping + Advisory client portal
Your books shouldn’t
feel like a black box.
A shared workspace designed to bring your financial picture, open questions, approvals, and reports together. With your Hezlep Bookkeeping + Advisory team behind it.
Take a closer look at the portal ↗RIVERBEND COMMUNITY PANTRY
Synced today · 6:04 AMOverview
✓July closed & reviewedApproved by Adam Hezlep, CPA
Cash on hand$84,210+$7,010 vs June
Days of cash63At average monthly spend
YTD revenue$291,400104% of budget
OPEN ITEMS3
Quick answers keep the close moving.
$2,450 Anderson Family deposit
DonationEvent ticketsOther
PROGRAM SPENDING VS BUDGET
Food Distribution$148,200 of $160,000
Mobile Pantry$58,400 of $63,000
Admin & General$40,200 of $30,000
01
See where you stand
Cash, budgets, and program spending in a view built for leaders.
02
Keep the work moving
A focused place for questions, supporting documents, and approvals.
03
Put your reports to use
Monthly reporting and the context behind the numbers, together.
Portal shown with fictional sample data. Features and availability are confirmed as part of your engagement.
Working together, wherever you are
Distance changes
nothing about
our commitment.
You don’t need your bookkeeper down the street. You need someone who understands your organization, follows through, and makes the numbers useful.
How virtual bookkeeping works →Start with a conversation
We learn your mission, funding, systems, and the work that’s taking too much of your time.
Make a clear plan
Together, we define the scope, responsibilities, fee, and a realistic transition.
Find your monthly rhythm
Shared documents, scheduled check-ins, and a defined close calendar keep everyone connected.
Move forward with context
Understand your reports, resolve questions, and add deeper advisory support when it makes sense.
EXPERTISE WITH PURPOSEA personal partner. An experienced perspective.
We understand the
mission behind the numbers.
Led by Adam G. Hezlep, CPA, our practice brings nonprofit accounting experience to the everyday work of running your organization—from funding restrictions to board expectations.
Get to know Hezlep Bookkeeping + Advisory →A few things you might be wondering
Good questions.
Straight answers.
How are the two practices connected?+
Hezlep Bookkeeping + Advisory and Hezlep Nonprofit Advisors are DBAs of Hezlep & Associates, LLC. They are partner practices under the same legal firm. Hezlep Bookkeeping + Advisory focuses on recurring bookkeeping and advisory, with Form 990 services available to bookkeeping clients. Visit hezlepcpa.com for audits, reviews, standalone Form 990 services, and other nonprofit accounting needs.
Can you prepare our Form 990 as well as our books?+
Yes. Hezlep Bookkeeping + Advisory offers Form 990 services to bookkeeping clients. We can coordinate the annual return with your accounting records and year-end work. Form 990 preparation is included when specifically agreed in your engagement scope; it is not automatically part of every monthly bookkeeping arrangement.
Can we work with Hezlep Bookkeeping + Advisory if we’re outside Georgia?+
Yes. Hezlep Bookkeeping + Advisory offers virtual bookkeeping, outsourced controller, CFO advisory, and accounting consulting services to nonprofits across the United States. Meetings, document sharing, and monthly reporting are organized for remote collaboration; proximity to our Georgia mailing address is not required.
What does monthly nonprofit bookkeeping include?+
A monthly engagement can include transaction coding, bank and credit-card reconciliations, month-end entries, financial statements, and tracking by fund, program, or grant. We agree on the work, responsibilities, reporting package, and close schedule before the engagement begins.
Do we need a bookkeeper, a controller, or a CFO?+
Bookkeeping keeps records accurate and current. A controller owns the accounting process, reviews the work, and strengthens controls. A CFO uses the financial information for forecasts, budgets, and leadership decisions. Many organizations need a combination; we help define the appropriate scope.
How much do virtual bookkeeping services cost?+
Fees depend on the condition of your books, transaction volume, number of accounts, funding complexity, reporting needs, and level of review. We define the scope and fee before work begins. Cleanup and special projects are discussed separately so expectations are clear.
Can we explore the client portal before getting started?+
Yes. Our portal page links to an interactive preview with a fictional nonprofit and sample data. It demonstrates financial visibility, open questions, approvals, and reports. The portal is evolving; availability and included features are confirmed for each engagement.
A little clarity, before we even meet
Resources for a stronger
financial foundation.
Let’s make room for what’s next
Your next chapter starts with clearer books.
Tell us about your organization, what’s working, and where you need support. We’ll talk through a practical next step—wherever your team is based.
Start a conversation ↗Or call (770) 512-7600