Nonprofit Accounting & Tax Compliance

Get clarity on all of your grants and progams.

Grant allocations, billing, and compliance can be challenging but we can handle it. We also provide ongoing nonprofit accounting services, budgetary development and revision, CFO and controller services, Form 990 assistance, and more to ensure your nonprofit demonstrates financial stewardship and maintains regulatory compliance.

 Grants, budgets, compliance. Oh my!

We liason with nonprofit board members, directors, and accounting staff to provide necessary accounting support or financial leadership that keeps your organization on track.
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 6-Year Cycle Of Bad Audits Resolved For Nonprofit.

This organization was in a 6-year cycle of unsuccessful annual audits, despite having an in-house CFO for a while. They contacted us to assume CFO and controller services and remedy audit unreadiness. We provided bookkeeping cleanup and migration assistance to QuickBooks Online and BILL, then accounting policy development and internal controls implementation. We now act as controller and CFO for this organization.

Rescue From Controller Errors Causing Insolvency

Billing errors came from in-house controller who was struggling to balance grant acquisition, grant billing, compliance, and accounting tasks for nonprofit. Facing eventual shutdown, this organization requested our help. We improved accounts payable processes and reporting with BILL migration and financial reporting with QuickBooks Online migration. We now handle tax returns, grant allocations and billing, and other controller and CFO duties.

 No More Messy Books Or Failed Audits

This organization’s controller had improperly implemented QuickBooks Online and BILL, resulting in year-to-date books that were wildly inaccurate. We provided bookkeeping cleanup, audit preparation services, and trained accounting team to manage day-to-day accounting tasks. Client has since passed many audits successfully. We now provide monthly review, data entry assistance, and consultation.

Nonprofit Gets Grant Clarity & A/R Help

This nonprofit receives grant monies to assist the homeless in various regions throughout California through downpayment assistance, supplies, and housing development projects. We provide grant allocations, grant reporting, budgetary development, accounts payable setup and review through BILL, and accounts receivable assistance for grantor invoicing. The end result of these services is that this organization has clarity on amounts for grant proposals, understands and can report on the expenditures related to grantor monies, and has audit-ready A/P and A/R processes.

 Better Accounting & Tax. Ready For An Audit.

We helped this organization migrate from QuickBooks Desktop to QuickBooks Online and currently handle all bookkeeping duties following a staff retirement. Beyond bookkeeping services, we assisted this client with setting up and supporting a BILL implementation to improve audit readiness related to accounts payables. 
In addition, we prepare and present board reports, handle 571Ls, retirement census reporting, prepare and file tax returns, and handle audit preparation. Our accounting, bookkeeping, and controller services allow this organization to have each number on their balance sheet tied to a supporting document. Also, our audit preparation services allow this client to recoup costs during audits since preparation is more cost-effective than sending unprepared books to an auditor.

Dentist Scores $57,000 Tax Incentive Win

This dentist was frustrated with their unpredictably high tax bills each year and approached us for tax planning and tax projection services. We started providing quarterly tax projections and tax incentives analysis, resuling in the client claiming $57,000 with the Enterprise Zone tax credit. Quarterly projections have helped the client plan for paying and reducing tax bills
Nonprofit Accounting
Nonprofit Tax & Compliance
Controller & CFO Services
Transaction categorization
Accrual/cash basis accounting & conversions
QuickBooks implementation & consultation
Accounts receivable (A/R) reporting
Fixed asset management
Accounts payable (A/P) services
Business expense tracking
Budget vs. actual financial analysis
Municipality licensing and registration
QuickBooks tune-up & consultation
Month-end close process management & advisory
Managerial financial reports (quarterly/monthly)
Sales and revenue reporting and advisory
Depreciation & amortization
Business, trust, estate, and gift tax return preparation
Tax compliance, reporting, and fiduciary accounting
International, state, and local tax (SALT) compliance and planning
Quarterly estimated tax calculations, payments, and payroll tax returns
S-corps and partnerships (1065s and Forms 1120s)
Sales and use tax return preparation and filing
Tax planning, strategy development, and structuring for buy-sell agreements
Tax incentive analysis
Trust and estate tax planning, strategy development, and basis tracking
Tax due diligence for mergers and acquisitions
Form 990 preparation and filing
UBIT reporting
State charitable registration and reporting
Nonprofit tax information filings
Excise tax reporting
Advanced financial reporting
Budgetary development and revision
Audit preparedness assessments
Grant allocations, billing, and compliance
Financial forecasting
Review and compilations for accounting staff
Consolidated returns for multi-business entities
Sales reports and cash reconciliations
Accounting policy development
Accounting staff training
Accounting system optimization & implementation
Internal controls development & monitoring
Lending liaison & business capital loan advisory
Accounting system migrations
Executive and board meetings & reporting


Loved by Clients. Referred by Other Professionals.

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From foundational bookkeeping to advanced financial reporting and analysis, our accountants equip you with information and insights you can trust so you make business decisions that are financially sound and aligned with your company’s goals. 
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Serving organizations throughout the United States.

Since 2011, MBS Accountancy has been serving nonprofit and businesses located all over the United States from its central office in California. Our firm was recognized as a Top U.S. Firm by Forbes in 2021, 2022, and 2023, and Accounting Today selected us as the Best Firm for Technology in 2022. 

Our firm’s cloud accounting infrastructure, hybrid work model, and modern approach to communications and operations enable us to efficiently and securely serve businesses and not-for-profit organizations throughout the United States.
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