Services

Specialized Accounting Services for Non-Profits & Mission-Driven Organizations

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Full-Scope Accounting Services

When we’re called to make a difference in the world, the fear of messing up financially can be crippling. We believe visionary leaders (like you!) should be able to focus on their mission, not worry about their accounting. When you partner with Trustward, we become a strategic, integrated member of the team, providing the expert financial guidance you need to drive your mission forward, without the stress.

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Our comprehensive range of services include:

Bookkeeping Services

Complex Accounting Services

Bill Pay Services

Tax & Compliance Services

Audit Preparedness

Financial Statements

Bookkeeping Services

Accurate bookkeeping is the backbone of financial stability for nonprofits. From tracking donations to reconciling accounts, we provide the meticulous bookkeeping support your organization needs to stay organized, compliant, and mission-focused.

Featured services include:

Recording and categorizing transactions with precision
Reconciling accounts to ensure financial accuracy
Tracking donations and restricted funds for proper allocation
Preparing detailed financial reports to inform decision-making
Maintaining compliance with nonprofit accounting standards

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Complex Accounting Services

Nonprofits face unique financial complexities that demand specialized support. We provide the nuanced accounting expertise your organization needs to navigate complexities, stay compliant, and impact lives.

Featured services include:

Reviewing bookkeeping and data entry to ensure accuracy and consistency
Tracking and reconciling assets and liabilities for reliable financial reporting
Producing relevant and accurate financial reporting for management and finance committees
Refining financial processes to improve efficiency and internal controls
Overseeing the overall accounting function to provide clarity and stability
Managing grants and restricted funds to align with compliance requirements

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Bill Pay Services

Paying bills for nonprofits involves more than just cutting checks—it’s about maintaining accountability, managing restricted funds, and ensuring vendors are paid accurately and on time. Our bill pay services are tailored to meet the unique needs of mission-driven organizations.

Featured services include:

Streamlining the bill pay process to ensure timely payments
Tracking and reconciling vendor payments for accurate record-keeping
Providing detailed expense reporting for transparency and accountability
Offering secure, cloud-based systems for easy approvals and oversight

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Tax & Compliance Services

Navigating tax requirements can be complex for mission-driven organizations. From Form 990 filings to staying ahead of regulatory changes, our tax and compliance services ensure your nonprofit remains in good standing and prepared year-round.

Featured services include:

Preparing and filing accurate Form 990s to meet IRS requirements
Managing state and federal tax compliance specific to nonprofits
Identifying and addressing potential tax liabilities
Advising on tax-related strategies to maximize impact
Providing year-round support to ensure timely and accurate filings

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Audit Preparedness

Audits can be daunting, but with the right preparation, they don’t have to be. Our audit preparedness services ensure your organization is ready for every step of the process, giving you confidence and peace of mind.

Featured services include:

Organizing and reconciling financial records to meet audit standards
Providing accurate documentation and supporting materials
Assisting with grant-specific or restricted fund reporting
Coordinating with auditors to ensure a smooth and efficient process
Identifying gaps in internal controls and making recommendations

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Financial Reporting

Strong financial reporting is essential for managing your nonprofit and demonstrating accountability to stakeholders. Our financial reporting services provide the clarity and accuracy your organization needs to make informed decisions and maintain trust.

Featured services include:

Preparing monthly, quarterly, or annual financial statements tailored to your needs
Creating balance sheets, income statements, and cash flow reports
Ensuring accuracy and compliance with nonprofit accounting standards
Highlighting key insights to help you assess financial health
Customizing reports for board meetings, funders, or other stakeholders

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Wondering what it costs to partner with Trustward?

View Our Pricing

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Hiring Trustward has been hands-down the best decision I have made as a new CEO.

We needed an outsourced accounting solution, and in short order they filled that critical gap. Since they came on board, my team and I have felt supported at every step of launching a finance department. There has never been a task that they couldn’t advise on, which has been a godsend and as a result we expanded their scope of work, a true testament to how much confidence we have in their team. I cannot say enough good things about working with Trustward-–if you are looking for outsourced finance and accounting help, do yourself a favor and hire Trustward!”

Melissa Cook
CEO, Heartland Alliance International

Each Client Receives

A Dedicated Accountant

Our accountants serve a low volume of clients, so you get a highly-skilled, dedicated accountant who has time to work with you in depth.

Regular Meetings

We prioritize weekly communication with clients to ensure that we are addressing any financial questions, challenges, or opportunities,in a timely manner.

Tailored Advice

Our expertise in the nonprofit space means we not only can handle all of your financial details, but we can also give you strategic insights into your reporting.

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Achieve Your Mission With Financial Expertise

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