800.983.2701
Company Vitals
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Industry Focus

Non-Profit

Fund accounting and board reporting for nonprofits

Nonprofit organizations require fund accounting, grant tracking, board-level financial reporting, and audit readiness. Company Vitals helps nonprofits build the financial systems that satisfy funders, support compliance, and demonstrate organizational health.

Common Financial Challenges

  • Fund and grant accounting segregation
  • Form 990 and audit preparation
  • Board-level financial reporting and transparency
  • Restricted vs. unrestricted fund management
  • Budget-to-actual reporting for program reporting

How Company Vitals Helps

  • Set up fund-based accounting with proper restriction tracking
  • Produce grant-level budget vs. actual reports for funder compliance
  • Build board-ready financial summaries and dashboards
  • Prepare audit-ready books and year-end close packages
  • Advise on internal controls and financial policies

Relevant Services

Controller ServicesBookkeepingFinancial ReportingAudit Preparation

FAQ

Common questions

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