Nonprofits
Accounting & CFO Advisory for Nonprofit Organizations
Nonprofits face the same financial complexity as for-profit businesses — with fewer resources and stricter accountability requirements. SRG builds the accounting infrastructure and automated workflows that keep your books clean, your grants compliant, and your board informed.
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Where Finance Functions Break Down in Nonprofits
Restricted and unrestricted funds commingled in the general ledger, creating compliance exposure and making grant reporting a manual reconciliation exercise at year-end
Grant reporting that is prepared by program staff rather than finance, with no systematic tracking of allowable costs, indirect rate application, or funder-specific requirements
Board financial statements that are delivered late, formatted for the accountant rather than the board, and don't give directors the visibility they need to fulfill their fiduciary responsibilities
Internal controls that are insufficient for the organization's size — common in nonprofits that have grown through grant funding without building a finance function to match
What We Handle
Finance Services for Nonprofits
- Fund accounting and restricted vs. unrestricted tracking
- Grant compliance and funder reporting
- Form 990 preparation support
- Cost allocation across programs and administrative functions
- Board-ready financial statements and dashboards
- Automated workflows that reduce manual accounting overhead
- Cash flow forecasting and budget-to-actual reporting
- Audit preparation and internal controls documentation
Why SRG
Finance That Serves the Mission
Most accounting firms treat nonprofits as a side practice. Financial Operations for a nonprofit means restricted and unrestricted funds are tracked correctly in the general ledger, grant compliance is managed systematically rather than reconstructed at year-end, board financial statements are delivered on time in a format directors can use, and internal controls are documented to the standard auditors and major funders expect. SRG builds that infrastructure and runs it as an embedded part of the organization — so your finance function supports the mission rather than pulling staff away from it.
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Ramp Certified Partner
Smarter Spend Management for Nonprofits
As a Ramp Certified Partner, SRG helps nonprofits implement Ramp to automate expense reporting, enforce grant-specific spending policies, and gain real-time visibility into program vs. administrative costs — reducing the manual overhead that pulls staff away from mission-critical work.
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