A better way
to work.
Understand what is slowing you down and build an accounting process that fits your organization.
- Workflow and process reviews
- Chart of accounts and fund structure
- Financial reporting design
SAN ANTONIO · EXCLUSIVELY NONPROFITS
Simplify the accounting.
Strengthen the mission.
Nonprofit consulting and accounting that bring clarity to your finances—and better technology to the work behind them.
Start with a free, no-obligation consultation. CPA expertise. A partner who understands nonprofits.
A clearer picture.↗
YOUR MISSION, MADE VISIBLE
Every program.
Every dollar. In focus.
ProgramsFundsBudgets
Built around your organization ✓
Less busywork. More clarity.Accounting + technology, working together
Illustrative reporting concept · Not client financial dataBuilt for the nonprofit worldNonprofit CPA expertiseCustomized financial reportingSan Antonio, Texas
PURPOSE MEETS PRACTICAL SUPPORT
You lead the mission.
We simplify the accounting.
From the way a receipt gets captured to the reports your board reviews, we help the pieces work together.
A better way
Confidence in
your numbers.
Consistent accounting support from a CPA who works exclusively with nonprofits.
- Bookkeeping and general ledger
- Program and restricted-fund tracking
- Payroll and Form 990 support
Less manual.
More connected.
Put the right systems in place and reduce the effort of moving information between them.
- Xero, Gusto and Ramp setup
- Donor-system API connections
- Transaction and receipt workflows
SMARTER SYSTEMS, HUMAN EXPERTISE
Your software should
work together.
Payroll in one place. Receipts in another. Donations somewhere else. We connect the accounting behind your mission, with the expertise to make sure information lands where it belongs.
See how we connect the pieces ↗CONNECTED BY DESIGN ↗
GustoPayroll and allocations
RampSpending and receipts
Donor platformAPI access, where supported
XeroYour accounting foundation
Thoughtfully configured connections. Fewer manual handoffs.
BUILT AROUND YOUR ORGANIZATION
Your reports should
answer your questions.
Give executive directors, program leaders, boards, and committees a clear view of the information they need. We tailor reports to the way your nonprofit operates.
See our financial reporting ↗01
Where do our programs stand?
Program income, expenses, and budget comparisons.
02
What funds are available?
Visibility into restricted funds, campaigns, and spending.
03
What should leadership know?
Customized formats and meaningful financial trends.
A PARTNER WHO KNOWS YOUR WORLD
Nonprofits aren’t a department.
They’re our entire focus.
We support nonprofit organizations in San Antonio, including churches and religious organizations. Your mission, programs, and financial processes shape the support we provide.
Meet your accounting partner ↗“I specialize and know and understand nonprofits. That is the only type of organization that I work with.”Kyle Utterback · From our business interview
A THOUGHTFUL START
First, we listen.
Then we make things simpler.
Understand your organization
We learn about your mission, people, programs, and the way financial information moves today.
Build a practical plan
We recommend systems, processes, and reports around what your leadership actually needs.
Put the plan to work
We help implement changes and provide the accounting support agreed for your organization.
HOW WE HELP SAN ANTONIO NONPROFITS
Find the support
your nonprofit needs.
Each service can stand on its own or work together as one complete accounting partnership.
Nonprofit accounting & bookkeepingGeneral ledger, donations, restricted funds, payroll and Form 990 support.Nonprofit financial reportingBoard-ready statements, budget-to-actual and program reporting.Nonprofit consultingWorkflow reviews, fund structure, internal controls and software planning.Accounting software, automation & AIXero, Gusto and Ramp setup, donor-platform connections and smarter workflows.Church accountingAccounting and reporting for churches and religious organizations.Free consultationA no-cost, no-obligation conversation about your organization.
LET’S MOVE YOUR MISSION FORWARD
Better accounting starts
with a free conversation.
A free, no-obligation consultation to discuss your nonprofit’s needs and see whether we’re a good fit.