Non-Profit

Compliance-Ready Books for Mission-Driven Organizations

For non-profits and mission-driven organizations that need audit-ready financials and clean grant reporting — without diverting staff time and focus away from the mission. Controller-level oversight, QuickBooks Online Certified, scaled to your budget.

Hire Your Team

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Common Pain Points

Sound Familiar?

Grant reporting deadlines pile up and fund restrictions aren’t tracked cleanly

Board members ask for financials that take days to pull together

One person handles the books, with no real segregation of duties

Form 990 season turns into a scramble every year

Donor records and program expenses live in separate systems that don’t reconcile

That’s where a structured, nonprofit-aware approach makes the difference.

The Approach

How Pacioli Helps

Pacioli provides a pool of finance and accounting experts who understand fund accounting, grant restrictions, and board reporting — so your team can stay focused on the mission, not the ledger.

Funds

Fund Accounting & Grant Tracking

Restricted vs. unrestricted funds tracked cleanly, so every grant reports exactly where it needs to.

Board

Board-Ready Financial Reporting

Clear statements of financial position and activities, ready whenever the board needs them.

Form 990

Form 990 Preparation Support

Books organized and reconciled ahead of filing season, so nothing is a last-minute scramble.

Controls

Internal Controls for Small Teams

Segregated duties built around lean nonprofit staffing, reducing risk without adding headcount.

Get Started

Start With a Free Non-Profit Books Review

This is the obvious first step, not a sales pitch. Request a Consultation to get started.

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What the review covers

A review of your current fund accounting setup and grant tracking

Identification of gaps before your next audit or Form 990 filing

A clear recommendation — no fluff, no pressure

A roadmap for outsourced support scoped to your budget

The Track Record

Why Non-Profits Trust Pacioli

Mission-Friendly Rates

Comfortable working near pro bono or reduced rates for mission-driven organizations

A Structured Process

The same structured, separation-of-duties process we give every client relationship we take on

Controller-Level Oversight

Controller-level oversight from a Certified Management Accountant (CMA)

Client Testimonials

How the Right Team Transformed These Companies

Let’s Talk

Ready to hand off the books to a team that gets your mission?

Request a Consultation