Skip to main content
    BusAcTa Advisors, Business Accounts and Tax Advisors
    Non-Profits & Foundations

    Mission-First Accounting for Tax-Exempt Organizations

    Form 990 readiness, fund accounting, restricted grant tracking, and audit-grade financials, built for organizations that answer to the public.

    Talk to a Non-Profit CPAExplore Solutions

    50+

    Non-Profits Served

    Form 990

    Filing-Ready Books

    100%

    Audit Pass Rate

    GAAP

    Compliant Reporting

    We Know Your Mission

    The Financial Realities Tax-Exempt Orgs Face

    A non-profit answers to donors, boards, regulators, and the people it serves, all at once, and the books have to hold up to every one of them.

    Fund Accounting

    Restricted vs. Unrestricted Funds

    ASC 958 net asset classes must be tracked release-by-release, not just at year-end.

    Form 990

    Form 990 Readiness

    Functional expense allocations, governance disclosures, and Schedule B contributors must be defensible.

    Grants

    Grant Compliance & Reporting

    Federal awards, foundation grants, and government contracts each carry unique compliance burdens.

    Allocations

    Functional Expense Allocations

    Program, management, and fundraising splits drive the all-important program ratio donors scrutinize.

    Audit

    Audit & A-133 / Single Audit Prep

    Federal funding above thresholds triggers Single Audit requirements demanding pristine records.

    In-Kind

    Volunteer & In-Kind Tracking

    Donated services, goods, and use of facilities must be valued and disclosed correctly.

    Tailored Solutions for Non-Profits

    Mission-Aware Accounting for Foundations & Charities

    Every service is designed around fund accounting, donor restrictions, and the public accountability that defines the sector.

    Fund & Net Asset Accounting (ASC 958)

    Maintain restricted and unrestricted net asset classes with discipline. Release restrictions only when conditions are met.

    Net Asset Roll-Forward: Producing roll-forward schedules of net assets with and without donor restriction each period.
    Release Tracking: Documenting time and purpose restriction releases as conditions are satisfied.
    Endowment Accounting: Maintaining UPMIFA-compliant endowment classifications and spend-down logs.

    Form 990 Workpapers & Disclosures

    Build the schedules your CPA needs to file Form 990, 990-EZ, or 990-PF without scramble.

    Statement of Functional Expense: Allocating every expense across program, management, and fundraising lines.
    Schedule B & L Prep: Producing supporting workpapers for major contributors and related-party disclosures.
    Governance Documentation: Maintaining board minutes, conflict-of-interest logs, and policy attestations on file.

    Grant & Contract Compliance

    Track every restricted award against budget, milestones, and reporting deadlines: federal, foundation, and state.

    Award-Level Budgets: Maintaining per-award budgets with actuals against allowable cost categories.
    Indirect Cost Recovery: Calculating and applying NICRA or de minimis indirect rates correctly.
    Drawdown & Reporting Calendars: Tracking SF-425, FFR, and program reports to keep funders current.

    Functional Expense Allocations

    Program, management, and fundraising allocations that hold up to GuideStar, Charity Navigator, and donor scrutiny.

    Time-Study Methodology: Implementing defensible employee time studies as the basis for payroll allocations.
    Cost Pool Design: Building shared cost pools and allocation drivers documented in writing.
    Program Ratio Reporting: Producing program efficiency ratios for the annual report and donor materials.

    Audit & Single Audit Readiness

    Keep your books in a state of perpetual audit-readiness, with no fire drill in the third quarter.

    PBC List Maintenance: Keeping a current Provided-By-Client list with reconciliations attached year-round.
    Federal Award Schedule: Maintaining the SEFA when federal expenditures approach the Single Audit threshold.
    Grant Compliance Files: Documenting compliance with allowable costs, period of performance, and matching.
    The BusAcTa Advantage

    Why Non-Profits Choose Our Team

    For a non-profit, public accountability is the whole job. Our team is built around keeping it intact, with audit-ready bookkeeping that holds up to funders and the board.

    Audit-Grade Discipline

    Books maintained as if your auditor walks in tomorrow, because for federally-funded clients, they might.

    100%Audit Pass

    Grant Fluency

    Federal Uniform Guidance, foundation conditions, and state contracts are part of the daily workflow.

    UniformGuidance Trained

    Mission Economics

    More dollars to programs, fewer to overhead. The back-office shouldn't eat the mission.

    60%Cost Savings

    Sector-Native Team

    Public charities, private foundations, faith-based, and human services: our team has supported them all.

    150+Orgs Served
    Your Non-Profit Stack, Integrated

    We Work Inside the Tools Your Mission Already Uses.

    From donor CRMs to fund accounting platforms, we plug into the systems your organization already runs.

    Fund Accounting

    • QuickBooks Online (Class)
    • Sage Intacct
    • Blackbaud Financial Edge

    Donor / CRM

    • Bloomerang
    • DonorPerfect
    • Salesforce NPSP
    • Raiser's Edge

    Grants & Payroll

    • GrantHub
    • Foundant
    • Gusto
    • Paychex

    Reporting

    • Sage Intacct Dashboards
    • Excel Workpapers
    • Power BI
    FAQs

    Questions About Non-Profit Accounting

    What boards, executive directors, and CPA firms ask before outsourcing the back-office.

    Still have questions? Contact us
    Net Assets
    Form 990
    Grants
    Functional Expense
    Single Audit
    UBI

    Let's Talk

    Protect the Mission. Sharpen the Books.

    Schedule a call with our non-profit leads. We'll review your funding mix and show you how to industrialize fund accounting without losing program dollars to overhead.

    Free, no-obligation consultation
    ASC 958 fund accounting expertise
    Federal grant and Single Audit experience
    Form 990 ready year-round
    30-day risk-free pilot available

    Non-Profit Inquiry

    Reply within one business day

    5 + 4 = ?
    Book Now