Nonprofit bookkeeping
Bookkeeping Built for Nonprofits.
Coastal keeps clean, accurate books for nonprofits, so your finances stay organized and current and your board and your CPA always have numbers they can rely on.
Who This Is For
Nonprofit bookkeeping is for organizations that answer to a board, a funder, or a grant, and need their numbers clean and current. If you want monthly statements your board can trust, books your CPA can rely on at Form 990 time, and clear tracking of where each dollar goes, Coastal keeps that running so your team can stay focused on the mission.
Meet Selena, your bookkeeper.
Your books are handled by Selena Sagalow, a QuickBooks Online Advanced Certified ProAdvisor with more than ten years in bookkeeping. Your financial details stay confidential, from the first call through every month after.
How It Works
We reconcile every month
Your bank and credit card accounts are reconciled so the numbers are accurate.
We categorize for nonprofit reporting
Income and spending are tracked the way your board and funders need to see them, by program or fund where it matters.
We deliver board-ready statements
You get monthly financial statements you can put in front of your board without cleanup.
We keep your books 990-ready
When it is time to file, your CPA or tax preparer has clean books to work from.
What Is Included
Monthly bookkeeping and reconciliations
Monthly financial statements
Categorization for nonprofit reporting, by program or fund
Form 990 support
Coastal handles the bookkeeping. Your CPA or tax preparer handles the filings and returns.
Common Questions
Do you work with our board and our CPA?
Yes. You get monthly statements your board can rely on, and your CPA or tax preparer gets clean, 990-ready books to file from.
Can you track grants and restricted funds?
Yes. We categorize income and spending by program or fund, so you can see how each grant or restricted dollar is used.
Do you file our Form 990?
No. We keep your books 990-ready and hand your CPA or tax preparer what they need. The Form 990 itself is filed by your CPA or tax preparer.
What software do you use?
QuickBooks. Selena is a QuickBooks Online Advanced Certified ProAdvisor.
Ready to Free Up Your Time?
Coastal Bookkeeping & Mobile Notary Services is a U.S.-based virtual bookkeeping company, serving small businesses and nonprofits on the Space Coast of Florida and nationwide.