Outsourced Financial Controller Services

Nonprofit Accounting Services, Delivered Entirely Online

Clear financial reporting helps your nonprofit protect its funding, meet its obligations, and make informed decisions.

Simplicity Financial provides remote nonprofit accounting services for charitable organizations, foundations, ministries, associations, and other mission-driven organizations across Southern California and nationwide. Every engagement is led by Shaun Glenn, CPA, MSA, MST.

Financial Clarity for Mission-Driven Organizations

Nonprofit accounting involves more than tracking income and expenses. Your financial records must distinguish between restricted and unrestricted funds, support grant requirements, and give your board a clear picture of the organization’s financial position.

Simplicity Financial provides accounting support designed around the specific reporting and compliance responsibilities nonprofits face. Your organization receives reliable financial information without having to manage a full internal accounting department.

Fund Accounting

Fund accounting helps your organization track where money came from, how it was designated, and whether it was used for its intended purpose.

Simplicity Financial helps maintain accurate records for restricted and unrestricted funds so leadership, donors, grantors, and auditors can clearly understand how resources are being used.

Financial Reporting and Monthly Close

Reliable reporting begins with a consistent monthly close. Simplicity Financial reviews account activity, oversees reconciliations, and prepares financial statements that show how your organization is performing.

Reports can include income statements, balance sheets, budget-to-actual comparisons, and board or finance committee packages.

Grant and Restricted Fund Tracking

Grants and restricted contributions often include specific spending requirements, reporting deadlines, and documentation responsibilities.

Simplicity Financial helps track grant activity and restricted funds so your organization can monitor remaining balances, support reporting requirements, and demonstrate that funds were used appropriately.

Audit and Form 990 Preparation Support

Organized financial records make audits and annual tax filings more manageable.

Simplicity Financial helps keep your books accurate and properly documented throughout the year. Support may include audit preparation, communication with outside auditors, UBIT analysis, and Form 990 preparation.

What Is Included in Nonprofit Accounting Services?

Your accounting services will be based on your organization’s needs and may include:

Monthly close management
Fund accounting
Grant accounting and reporting support
Budget-to-actual reporting
Accounts payable and payroll workflow oversight
Audit preparation and auditor support

Bank and credit card reconciliations
Restricted and unrestricted fund tracking
Income statement and balance sheet preparation
Board and finance committee reporting packages
Internal control development
Form 990 preparation

Expertise Built for Specialized Organizations

Shaun Glenn, CPA, MSA, MST, brings credentials and experience directly related to the organizations Simplicity Financial serves.

His background includes former C-suite financial roles with nonprofit and for-profit organizations and more than 15 years dedicated to church and nonprofit finance. His areas of experience include fund accounting, restricted contribution tracking, multi-campus reporting, multi-entity structures, Form 990 preparation, UBIT analysis, clergy compensation, and California property tax exemptions.

Simplicity Financial works with QuickBooks Online and Sage Intacct, two platforms that can support the accounting and reporting requirements of nonprofits, churches, schools, and growing businesses when they are configured and managed correctly.

What Is Included in Outsourced Controller Services?

Your scope of service will be tailored to your organization and may include:

Monthly close management
Income statement and balance sheet preparation
Board and finance committee reporting packages
Internal control design and oversight
Audit preparation and communication with auditors

A Simple, Fully Remote Accounting Process

Step 1

Start With a Conversation

We begin by learning about your mission, programs, funding sources, current systems, and reporting requirements.

Step 2

Review Your Financial Setup

Simplicity Financial reviews your accounting records, software, fund structure, workflows, and existing reports to identify gaps or areas that need improvement.

Step 3

Build the Right Process

We create an accounting and reporting process based on your organization’s structure, board requirements, grants, and compliance responsibilities.

Step 4

Receive Ongoing Support

Your records are reviewed and maintained through a consistent monthly process. Leadership receives timely reports and ongoing support when questions arise.

Accounting That Supports Your Mission

Strong accounting gives your nonprofit more than accurate records. It gives leadership the information needed to plan programs, manage funding, and make responsible decisions.

Clear financial statements help your board understand the organization’s position. Accurate fund tracking helps demonstrate accountability to donors and grantors. Organized documentation makes audits and Form 990 preparation more efficient.

With Simplicity Financial, your organization receives CPA-led support from someone who understands the financial realities of mission-driven organizations. Shaun brings more than 15 years of experience in nonprofit and church finance to every engagement.

Common Questions About Nonprofit Accounting Services

What is nonprofit accounting?

Nonprofit accounting is a specialized approach to recording, organizing, and reporting the financial activity of a mission-driven organization. It often includes fund accounting, restricted contribution tracking, grant reporting, board reporting, and nonprofit tax compliance.

How is nonprofit accounting different from business accounting?

Businesses generally focus on profits, losses, and owner equity. Nonprofits must also demonstrate how funds were received and used, particularly when money is restricted by donors or grant agreements. Nonprofit financial reporting must support transparency, board oversight, regulatory requirements, and accountability to donors and funders.

What is fund accounting?

Fund accounting separates financial activity according to the purpose or restrictions attached to the money. It helps your organization track restricted grants, designated donations, program funds, and unrestricted operating revenue.

Can you help track restricted donations and grants?

Yes. Simplicity Financial can help establish and maintain a system for tracking restricted contributions, grant activity, related expenses, and remaining balances.

Do you prepare financial reports for nonprofit boards?

Yes. Reports can be prepared for boards and finance committees in a format that clearly presents the organization’s financial position, budget performance, fund balances, and other relevant information.

Can you help prepare our nonprofit for an audit?

Yes. Simplicity Financial can help organize financial records, complete reconciliations, prepare supporting documentation, and communicate with outside auditors when included in the engagement.

Do you prepare Form 990?

Yes. Simplicity Financial provides Form 990 preparation for applicable nonprofit organizations. Accurate year-round accounting helps make the filing process more efficient and reduces the risk of missing or inconsistent information.

Does our nonprofit need both bookkeeping and accounting?

Bookkeeping records and categorizes financial transactions. Accounting reviews that information, prepares financial statements, manages the monthly close, and helps leadership understand the organization’s financial position. Many nonprofits need both services. Simplicity Financial can recommend the appropriate level of support based on your organization’s size and complexity.

Do you work with small nonprofits?

Yes. Simplicity Financial works with nonprofits at different stages of growth. Services are tailored to your organization’s size, reporting requirements, financial complexity, and available budget.

Can nonprofit accounting services be completed remotely?

Yes. Simplicity Financial works entirely online using cloud-based accounting software, secure document systems, and virtual meetings. Services are available throughout Southern California and nationwide.

How much do nonprofit accounting services cost?

Pricing depends on the size of your organization, the number of accounts and funds, reporting requirements, transaction volume, and the condition of your current records. After an initial consultation, Simplicity Financial will recommend a scope of service and provide a clear quote.

Get Financial Support for Your Nonprofit

Spend less time managing financial records and more time advancing your mission. Work with a CPA who understands nonprofit accounting, fund reporting, and the responsibilities your organization carries.

Based in Eastvale, California. Serving clients remotely throughout Southern California and nationwide.
Phone: (951) 444-1895