Flexible Nonprofit Bookkeeping Service Packages

What’s Included?

Service	Silver	Gold	Premium
Nonprofit-specific accounting services	✓	✓	✓
Accounts Payable & Accounts Receivable processing	Limited	Extensive	Extensive
General Ledger entries by program allocation	✓	✓	✓
Bank & credit card reconciliations	✓	✓	✓
Balance sheet reconciliations	✓	✓	✓
Monthly nonprofit financial statements	✓	✓	✓
Assistance with Year-End 1099 Annual Filings	✓	✓	✓
Assistance with Form 990 or 990-EZ filing	✓	✓	✓
Quarterly board-ready reporting package	✓	✓	✓
Email support (48-hour response time)	✓	✓	✓
Ad hoc services available	✓	✓	✓
Payroll processing (via PEO) with time sheet allocations	–	✓	✓
Retirement processing + filing 5500 assistance	–	✓	✓
Grant tracking & restricted vs. unrestricted fund reporting	–	✓	✓
Budget vs. Actual Reports (monthly)	–	✓	✓
Assistance with Annual Audit Preparation	–	✓	✓
Monthly financial review meetings with leadership/board	–	✓	✓
Dedicated Virtual CFO	–	–	✓
Monthly strategy meetings with leadership/finance committee	–	–	✓
Cash flow forecasting & multi-year projections	–	–	✓
Grant reporting	–	–	✓
Audit preparation & liaison with auditors	–	–	✓
Custom board presentation packages	–	–	✓
Compliance guidance (UBIT & state-specific filings)	–	–	✓
Unlimited support (calls, email, video)	–	–	✓

Nonprofits need financial oversight. Clean books, compliance, and strategic leadership are all paramount. 

But building an internal accounting team is often out of reach, and general bookkeeping firms aren’t equipped to handle the complexity of fund accounting, grant compliance, and Form 990 requirements that nonprofit finance demands.

That’s the gap JFW Accounting Services was built to fill.

Our nonprofit bookkeeping service packages are structured to meet your organization where it is today and scale with you as your mission grows. Our firm brings you transparent pricing, defined deliverables, and no guesswork.

How We Structure Our Nonprofit Accounting Packages

Nonprofit accounting pricing shouldn’t feel unpredictable. Hourly billing creates uncertainty, and when your funding depends on careful planning, an unpredictable accounting invoice is the last thing you need.

We use a fixed monthly structure based on the level of support your organization requires.

Our packages are organized into three tiers, each designed for a different stage of organizational growth and complexity.

Core Bookkeeping & Fund Tracking

This package covers the essential infrastructure your organization needs to stay organized, compliant, and audit-ready from the start.

What’s included:

• Transaction coding aligned with nonprofit fund accounting standards
• Restricted and unrestricted fund tracking
• Monthly reconciliations
• Disciplined month-end close procedures
• Basic financial statement preparation

We don’t offer generic bookkeeping. Every process is designed around the realities of nonprofit finance; so your books are accurate, your funds are clearly separated, and your team isn’t scrambling at year-end.

Grant Oversight, Compliance & Board Reporting

As your funding diversifies, your accounting structure must keep pace. This package adds the oversight and reporting infrastructure that growing organizations depend on.

What’s included: 

• Everything in the Foundational package
• Dedicated grant tracking within your accounting system (not spreadsheets)
• Grant budget-versus-actual reporting
• Compliance monitoring for allowable cost rules
• Preparation of board-ready financial statements (including Statement of Financial Position, Statement of Activities, and Statement of Functional Expenses)
• Support for IRS Form 990 preparation.

If your organization receives federal funding or operates under the Uniform Guidance, this package also supports the documentation and oversight required for compliance.

Controller & Outsourced CFO Leadership

What’s included: 

• Everything in the Growth package
• Outsourced Controller oversight
• Annual budget development
• Cash flow forecasting
• Grant capacity planning
• Financial modeling for program expansion
• Full audit preparation and support
• Internal control development

At this level, JFW operates as your organization’s financial leadership, ensuring that your board, your grantors, and your auditors all have what they need and that your leadership team has the clarity to make decisions that move your mission forward.

What Determines Your Monthly Investment?

Nonprofit bookkeeping fees vary because no two organizations carry the same level of complexity. Several factors shape the right service level and the corresponding investment for your organization.

Fund Complexity

Organizations managing multiple restricted grants require more structured fund accounting. Tracking donor intent, separating restricted and unrestricted net assets, and producing fund-level reports all require additional care and expertise.

Transaction Volume

Higher transaction volume means more coding, more reconciliation, and more review time. Volume is one of the most direct drivers of monthly accounting costs.

Grant Compliance Requirements

Federal funding and Uniform Guidance compliance add reporting expectations and require dedicated oversight built directly into your accounting processes.

Reporting Expectations

Board-ready financials, dashboard reporting, and frequent reporting cycles require preparation, review, and consistency. The more your leadership depends on financial reporting for decision-making, the more structured your accounting support needs to be.

The Real Return on Outsourced Nonprofit Accounting

Outsourced nonprofit accounting provides access to a specialized team at a predictable monthly cost. More importantly, it reduces risk in ways that have real financial consequences.

• Clean, structured books reduce audit adjustments
• Audit preparation becomes a year-round process rather than a year-end scramble
• External audit fees often decrease because records are organized and consistent before auditors arrive
• Revenue is classified correctly
• Internal controls are strengthened
• Form 990 preparation becomes more accurate.

The return isn’t just financial, it’s operational. Leadership gains clarity, and boards gain confidence. When this happens, funding conversations become stronger because your finances can support them.

A Plan That Grows With Your Organization

Nonprofits are not static. Funding, program expansion, and grant compliance requirements are ever-evolving.

Your accounting structure should evolve with you — not hold you back.

Our service model is designed for exactly that. Organizations often begin with foundational bookkeeping support and expand into Controller oversight or outsourced CFO services as their complexity grows. That transition should feel seamless, not disruptive.

We build the plan together, starting with a thorough Client Assessment. We take time to understand where your organization is today, and recommend a service level that matches your current reality and supports where you’re headed.

Your accounting partner should support your growth. That’s the standard we hold ourselves to.

Find the Right Package for Your Mission With JFW Accounting Services

Every nonprofit is different. The right level of support depends on your size, your funding complexity, and where you want to go.

The best way to find out what your organization needs, and what that investment looks like,  is to start with a Client Assessment from JFW Accounting Services. 

Join us in a straightforward conversation where we learn about your financial situation, your current accounting setup, and your goals for the future. From there, we’ll recommend the package that fits.

There’s no obligation. Just clarity.

Request your client assessment, and let’s build an accounting foundation your mission can stand on.