NONPROFIT EXPERTISE

Bookkeeping Packages
Built to Support Nonprofits

With deep nonprofit experience and a specialized team that understands the unique financial realities nonprofits face, Numbers in Boxes brings clarity, stability, and confidence to nonprofit financial operations—so leaders can stay focused on mission and impact.

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Nonprofit leader reviewing board-ready financial reports

Our Signature Monthly Flat-Fee Package Options Built for Nonprofits

Nonprofit: Monthly Essentials Package

Stay informed, aligned, and empowered starting at $1,250/month— while free from the day-to-day financial admin.

What's Included:

Bookkeeping
Clean, accurate books supported by transaction categorization and monthly reconciliation for dependable financial clarity.

Accounts Payable
Streamlined, on-time bill pay through BILL.com to protect vendor relationships and reduce administrative work.

Accounts Receivable
Invoicing, payment tracking, follow-up, and monthly aging reports to help you monitor outstanding balances and improve visibility into incoming funds.

1099 Preparation & Filing and Workers’ Compensation Audit Support
Preparation and filing of 1099s, plus support for workers’ compensation audits, to simplify year-end requirements and reduce administrative work.

Monthly Check-In
Consistent monthly financial reviews with standard Numbers in Boxes reports to keep you informed and aligned.

Additional Consulting & Support
Expert financial support is available as needed for work outside the monthly package scope, billed separately.

CPA-Ready Year-End Books
Clean, organized year-end books that make tax preparation easier for your CPA.

Month-End Close by the 15th
We aim to close your books by the 15th of the following month so you have timely financial information for the decisions ahead.

Executive director reviewing nonprofit budget and grant reporting

Nonprofit: Operational Support Package

What's Included in Addition to Everything Above:

Program, Grant & Functional Expense Tracking
Tracking by program and grant using QuickBooks Online classes or other appropriate methods, with quarterly allocations for clear reporting. Provides visibility into individual programs and projects, supports grant tracking and reporting, and organizes functional expenses to support Form 990 reporting.

Cash Management
Proactive cash balance monitoring to help protect your cash position and prevent overdrafts.

Cash Projections & Scenario Modeling
Clear cash projections and “what if” modeling to help you plan for funding changes, program needs, and best-, worst-, and most-likely outcomes.

Budgeting & Budget-to-Actual Reporting
Clear, actionable organizational budgets with monthly budget-to-actual reporting and insight into performance and variances.

Payroll Management
Streamlined payroll through trusted providers, including onboarding, system setup, scheduled payroll runs, and issue resolution handled for you.

Third-Party Data Integration
Mapping, reconciliation, and processing of transactional data from third-party systems so revenue, fees, payments, and other financial activity are recorded accurately in the accounting system and structured to support meaningful financial reporting.

Propel your growth, starting at $2,500/month. This next-level offering builds on the Monthly Essentials Package to give you more time, freedom, and transform your finances into a strategic roadmap for growth. We handle the details while empowering you to lead with ease and intention.

Nonprofit leaders discussing program finances and organizational impact

Nonprofit: Full-Service Support Package

What's Included in Addition to Everything Above:

CFO Advisory
Executive-level insight to guide smarter, forward-looking decisions in support of your mission without the full-time cost.

  • Attendance at Monthly Meetings

  • Strategic Financial Guidance & Interpretation — Insight that turns financial data into informed decisions.

  • Ongoing Advisory Support — Continuous guidance aligned with your mission and long-term goals.

Unlimited Meetings & Communication
Responsive support when you need it—access to your account manager for questions and clarity to keep leadership informed and aligned.

Unlimited Custom Financial Reporting
Reports tailored to your goals, grants, and leadership needs.

Comprehensive Payroll Management
Payroll processing, employee changes, benefits and deduction coordination, and reconciliation—plus resolution of payroll issues and tax notices with your provider and taxing authorities.

Premium support starting at $3,800/month. This strategic partnership elevates your entire business.

Numbers in Boxes women-owned bookkeeping and financial operations team

We make it make sense.
Ready to learn how a monthly package can help your numbers make sense?

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Bill Denney, Human Predictions LLC

“The Numbers in Boxes team has simplified business operations for me.  Their work has allowed me to focus on my work to help my clients without worry about finances and operations.”

Jessica Smyser, Executive Director, Brookline Interactive Group

“I trust Lindsay and her team with my bookkeeping, yes, but Lindsay is more than a bookkeeper. She has really been a thought partner for me on how to update and streamline our financial systems and more clearly communicate our financial health to our board and constituents.”