INTELLIGENT MINDSACCOUNTING SOLUTIONS & CONSULTING
NONPROFIT CONSULTING · SAN ANTONIO, TX

Improve the process
behind the numbers.

Understand what is slowing you down and build an accounting process that fits your organization.

Schedule a free consultation ↗
01

A better way
to work.

CONSULTING

We trace the journey from a donation, employee purchase, or payroll run to your accounting system. Then we identify changes that make the work easier and reporting more useful.

  • Accounting workflow assessment
  • Chart of accounts and fund structure
  • Software selection and implementation planning
  • Internal-control and financial-visibility recommendations
  • Customized reporting and budget comparisons
02

Bills, receipts
and approvals.

PAYABLES & SPENDING

Paper invoices, missing receipts and approvals by email slow everyone down. We design a spending and bill-pay process that captures the receipt, routes the approval and records the expense to the right program and fund.

  • Bill approval and payment workflows
  • Employee spending and receipt capture
  • Coding expenses to programs, grants and funds
  • Clear roles and separation of duties
03

Ready for growth
and for the audit.

STRUCTURE

As a nonprofit grows, spreadsheets and workarounds stop keeping up. We help put a structure in place that holds up for reporting, audits and your Form 990.

  • Fund and program structure in the chart of accounts
  • Month-end close checklist
  • Audit and Form 990 readiness
  • Documented procedures for staff and volunteers
A THOUGHTFUL START

First, we listen.
Then we make things simpler.

01 / DISCOVER

Understand your organization

We learn about your mission, people, programs, and the way financial information moves today.

02 / DESIGN

Build a practical plan

We recommend systems, processes, and reports around what your leadership actually needs.

03 / SUPPORT

Put the plan to work

We help implement changes and provide the accounting support agreed for your organization.

RELATED SERVICES

More ways we help
San Antonio nonprofits.

Nonprofit accounting & bookkeepingGeneral ledger, donations, restricted funds, payroll and Form 990 support.Nonprofit financial reportingBoard-ready statements, budget-to-actual and program reporting.Accounting software, automation & AIXero, Gusto and Ramp setup, donor-platform connections and smarter workflows.Church accountingAccounting and reporting for churches and religious organizations.About Kyle Utterback, CPAPublic accounting, nonprofit audits and Form 990 experience.
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.

Schedule a free consultation ↗