Creating Financial Insight
Through a Creating Financial Insight engagement, our accounting specialists will consult with and coach your organization’s executive director and bookkeeper/accountant over the course of 12 months (a full fiscal cycle) and support them in the design and creation of financial reports, budgets, and cash flow projections, which provide clear insight into your organization’s financial condition and are tailored to your unique needs and strategic objectives. We’ll partner with your executive director to make sure that financial tools effectively tell your organization’s story, and with bookkeepers/accountants to build skill, efficiency, and confidence.
QuickBooks Online Set-Up
QuickBooks Online for nonprofits provides a cost-effective, cloud-based tool well-suited to many organizations IF the software is set up to meet the specific needs of nonprofits (such as tracking restricted revenue and reporting to funders). Whether your organization has only recently received its 501(c)(3) status or is simply using accounting software and reporting formats that are due for a refresh, our accounting and finance specialists will work with you to set up QuickBooks Online and adapt it to the unique needs of your nonprofit.
Accounting Special Projects
Did you inherit outdated and irrelevant financial policies and procedures? Does your organization need to move from cash-basis accounting to accrual but isn’t sure how? Or do you need some financial analysis to better understand a new opportunity or risk facing your nonprofit? We’d love to talk with you about how we can help.
Nonprofit Accounting & Bookkeeping Referrals
If you’re looking for ongoing accounting services, assistance with 990s, an audit or accounting review, we encourage you to reach out to one of these nonprofit accounting partners. You can also search the Minnesota Council of Nonprofits’ SpeciaLIST.
Cleary Consulting, Mary Cleary
612-229-3887 | email@example.com
CliftonLarsonAllen LLP, Kelly Kienholz
612-397-3054 | kelly.kienholz@CLAconnect.com
Jennifer Gostovic, CPA (990 services)
952-432-2218 | firstname.lastname@example.org
The Mobius Group Inc., Megan Genest Tarnow
651-208-0498 | email@example.com
Prudent Accountants, Moe Kharal
612-605-3178 | firstname.lastname@example.org
612-743-6521 | email@example.com
Contact Mary Ann Ehlshlager at firstname.lastname@example.org if you have questions related to Propel Nonprofits’ accounting services.