Clear financial ownership
Leadership knows who is responsible for completing, reviewing, and communicating the accounting work.
Outsourced controller services
Experienced accounting ownership without a full-time controller.
When the books need more than processing, an outsourced nonprofit controller brings oversight, accountability, and a stronger operating rhythm to the finance function.
Talk about your needs →What this can include
A defined scope. Clear ownership. Dependable follow-through.
- 01Monthly close ownership, review, and reporting deadlines
- 02Balance-sheet review and reconciliation oversight
- 03Internal-control and accounting-process improvements
- 04Grant, restriction, program, and fund reporting
- 05Audit preparation and external-accountant coordination
- 06Accounting team support, workflow, and responsibility design
What better looks like
Accounting support should make the organization easier to lead.
Stronger reporting discipline
Close procedures, supporting schedules, and management reports become consistent and reviewable.
More resilient processes
Controls and documentation reduce avoidable errors and make the finance function less dependent on one person’s memory.
How we begin
A practical transition, not a disruptive reset.
We work virtually with nonprofits across the United States. We learn your current operation, agree on responsibilities and deadlines, and build a rhythm your team can rely on.
Map the function
We document the people, systems, deadlines, handoffs, and recurring trouble spots.
Set the standard
We define review procedures, close expectations, and ownership for core accounting activities.
Lead the rhythm
We oversee the work, surface issues early, and keep leadership informed.
THE CLIENT EXPERIENCE
Professional support, with the work in plain view.
Our evolving client workspace is designed to bring financial visibility, open questions, approvals, CPA-reviewed reports, and your organization’s records into one clear place.
Explore the client portal →Common questions
A clearer picture before we begin.
How is an outsourced controller different from a bookkeeper?+
A bookkeeper generally performs recurring transaction and close tasks. A controller reviews and owns the accounting process, strengthens controls, manages complex reporting, coordinates the team, and helps ensure the final financial information is complete and reliable.
Can you oversee our existing staff or outside bookkeeper?+
Yes. Controller support can be designed around your existing team. We clarify responsibilities, establish a review process, support staff, and fill the technical or operational gaps that remain.
Can controller support include audit preparation?+
Yes. We can maintain supporting schedules, coordinate requests, review reconciliations, and help management prepare throughout the year rather than waiting until fieldwork begins.
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