See the financial picture
The preview brings cash, days of cash, budget performance, and program spending into a view designed for nonprofit leaders.
The Hezlep Bookkeeping + Advisory client portal
The books are being handled. Now you can see it.
One place to understand your financial picture, answer bookkeeping questions, and find your reports. Explore the workspace we’re developing for a more connected nonprofit accounting relationship.
Interactive demo · fictional nonprofit · sample data. Features and availability are confirmed for each engagement.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
One shared workspace
Less chasing. More visibility. Better conversations.
The platform gives nonprofit leaders a simple place to see what is current, what needs attention, and what the numbers mean—while giving the accounting team a disciplined way to move the close forward.
Clear open items quickly
A focused list is designed to bring coding questions and supporting documents together, so your team can supply context without another email chain.
Approve with a record
The proposed approval workflow brings the amount, purpose, and supporting document together. It is designed to record decisions while payment stays in your bank or bill-pay process.
Put reports to work
The reporting library is designed to keep monthly packages and the context behind them together. Report types and the level of review depend on your engagement.
Automation with guardrails
Faster where the answer is clear. Human where judgment matters.
Automation should make professional work more consistent and responsive. It should not hide exceptions or manufacture certainty.
01
Routine work moves faster
Recurring and well-supported activity can follow approved accounting rules instead of waiting in a manual queue.
02
Exceptions get attention
Unusual amounts, unclear restrictions, missing documents, and low-confidence items are routed for review.
03
People stay accountable
Client responses, approvals, accounting decisions, and review status remain tied to a named person.
04
Judgment is not guessed
Questions requiring CPA judgment go to the Hezlep Bookkeeping + Advisory team, supported by the organization’s own ledger, documents, and history.
A clearer monthly rhythm
From transaction to decision, without losing the thread.
The client workspace connects the recurring bookkeeping process to the people who supply context, approve activity, and use the final information.
Sync + organize
Current activity and supporting information are brought together.
Route exceptions
Only unclear or unusual items need focused human attention.
Review + close
The accounting team resolves issues and documents review.
Report + advise
Leaders receive useful information and a clearer next conversation.
Common questions
Technology should make the relationship clearer.
Does the platform replace our bookkeeping team?+
No. It removes avoidable back-and-forth and helps routine work move efficiently. Your Hezlep Bookkeeping + Advisory team remains responsible for review, exceptions, judgment, and communication.
Does money move through the dashboard?+
No. The public demo does not move funds or initiate payments. The proposed workflow separates approval tracking from payment through your organization’s bank or bill-pay process.
What can our board or treasurer see?+
The experience is designed around role-based access for executives, treasurers, and accounting staff. Available permissions and access arrangements will be confirmed before your organization uses a live portal.
Is the dashboard available now?+
The linked experience is an evolving preview using a fictional organization and sample data. Availability and the exact feature set will be confirmed as part of each engagement.
Let’s make room for what’s next
See what a more visible bookkeeping relationship could look like.
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