Get In Touch
Get In Touch
Get In Touch
836 Anacapa St #2141, Santa Barbara, CA 93120
1-800-757-0510
hello@accountix.co

Financial Leadership
Nonprofits Can Rely On

We help you meet board demands, manage grants, and stay audit-ready with accounting and CFO support designed for nonprofits.

 

Talk To A Nonprofit Financial Expert

You Lead the Mission. 
We’ll Manage the Finances.

Tailored to Nonprofits

Nonprofit_foodbank

We understand nonprofit realities, grant tracking, board accountability, and donor transparency, so we’ve built our systems to handle them all.

Total Financial Support

Accounting_bookkeeping_services

Bookkeeping, reporting, and CFO insight under one roof, so you don’t have to coordinate five different vendors to get financial clarity.

Peace of Mind

group-different-people-volunteering-foodbank

Timely and accurate numbers you can trust. A financial partner who helps you understand the story behind them, make smarter decisions, and stay in control.

Schedule a Nonprofit Finance Review

Financial Expertise to Power Your Mission

Reach out today and discover how financial clarity can strengthen your mission.

Get In Touch

What We Do For Nonprofits

accounting_services

Nonprofit Accounting

The foundation of nonprofit financial health

→  Fund accounting and restricted fund tracking

→  Grant and program expense tracking

→  Clean monthly closes and reporting

→  Daily transaction entry and reconciliations

→  Accounts payable and receivable management

Accounting Services
CFO_services_meeting

Nonprofit Fractional CFO

Lead with confidence & plan for the future

→  Cash flow forecasting and scenario planning

→  Grant utilization and fundraising strategy

→  Board and finance committee reporting

→  Financial strategy and sustainability planning

→  Leadership support for growth and complexity

Fractional CFO Services

How We Execute

Creating your scalable, efficient, and effective Accounting Department
Accountix_Process

Focus on the Mission, Not the Math

We manage the financial details so you can focus on the work that truly matters.

Get In Touch

Why Nonprofits Choose Accountix

Your mission deserves more than messy books and financial guesswork. We help mission-driven organizations bring order to their finances and confidence to their leadership. We manage the numbers, streamline reporting, and provide strategic CFO guidance so you can focus on your impact, not your spreadsheets.

 

CASE STUDY

Calm (500x160)

Alana Walczak, President & CEO

 Santa Barbara, CA

Working with Accountix has been transformative. They brought a level of professionalism and sophistication to our finance department that we've never had before. In my 8.5 years, outsourcing our finance was one of the best decisions I've made.

View More Case Studies

 

calm

Get Nonprofit Financial Clarity

Clear financials lead to better decisions, stronger programs, and greater impact.

Get In Touch

Mission-Focused Accounting

Nonprofit bookkeeping isn’t simple, and it can’t be handled in the same way as for-profit accounting. We design your financial systems around grant tracking, donor restrictions, audit prep, and board reporting, so you can stay transparent, compliant, and focused on your mission.

From visual board reports to fund-specific reporting, we provide you with more than just clean books; we give you clarity and confidence in every financial decision you make.

Every nonprofit faces unique accounting challenges. 

Discover how expert nonprofit accounting can make your mission easier and your numbers clearer.

Get Help With Nonprofit Accounting
Why outsource nonprofit accounting?

Outsourcing your nonprofit's accounting gives you access to experienced financial professionals without the cost and complexity of building an in-house team. It allows you to focus on your mission while ensuring your books are accurate, compliant, and audit-ready. With the right partner, outsourcing adds capacity, improves transparency, and builds long-term financial stability.

What does nonprofit accounting include?

Nonprofit accounting involves more than just tracking income and expenses. It includes fund accounting, grant and donor restriction tracking, preparing financial statements, ensuring IRS and GAAP compliance, budgeting, and providing accurate reporting for your board, funders, and auditors.

What does an outsourced bookkeeper do for a nonprofit?

A nonprofit bookkeeper handles day-to-day financial tasks like recording transactions, categorizing income and expenses, reconciling accounts, and preparing basic reports. They help keep your financial records organized and current — often working alongside a controller or CFO to support audits, budgeting, and grant tracking.

What services are included in outsourced accounting for nonprofits?

Outsourced accounting packages include:

  • Bookkeeping and reconciliations
  • Financial reporting and board-ready statements
  • Grant and fund tracking
  • Budget creation and planning support
  • Form 990 preparation support
  • Compliance with IRS, GAAP, and donor requirements
  • Audit preparation and internal controls guidance
What are the main benefits of outsourcing accounting for a nonprofit?
  • Cost savings: No need to hire or manage in-house staff
  • Expertise: Access to nonprofit-specific accounting professionals
  • Focus: Free up internal resources to focus on your mission
  • Scalability: Services can grow with your organization
  • Risk reduction: Reduce fraud and compliance issues
  • Technology: Use of modern software for efficiency and visibility
When is outsourcing a good option for a small nonprofit?

Outsourcing is often a smart move when:

  • Your revenue reaches $1,000,000+ and finances become more complex
  • Your team lacks in-house accounting expertise
  • You’re preparing for a grant, audit, or rapid growth
  • You need structure, but can't hire full-time finance staff

Outsourced accounting brings structure, clarity, and confidence at a fraction of the cost of building a finance team.

Nonprofit CFO Strategy

As your mission grows, so should your financial strategy. Our nonprofit fractional CFO services give you access to experienced leadership. We help you plan ahead, track results, and make informed decisions for your organization’s future.

From multi-year budgeting and grant forecasting to program-level planning and KPI dashboards, we turn your financial data into the insight you need to lead with confidence, all without the cost of a full-time CFO.

Every nonprofit faces unique finanical challenges. 

Discover how nonprofit CFO strategy can empower your team, simplify your reporting, and make your mission more sustainable.

Get Help With Nonprofit CFO Strategy
What is a nonprofit fractional CFO?

A fractional CFO for a nonprofit is a senior financial leader who provides part-time or project-based support to charitable organizations. Unlike a full-time CFO, they offer flexible, high-level expertise when and where it's needed — from strategic planning and forecasting to compliance and board reporting. Their role is to help nonprofits navigate financial complexity, strengthen internal systems, and make smarter, mission-aligned decisions without the cost of a full-time executive.

What are the benefits of hiring a fractional CFO for a nonprofit?

Hiring a fractional CFO gives your nonprofit access to senior-level financial expertise without the cost of a full-time executive. You benefit from strategic guidance on budgeting, forecasting, and risk management, while improving compliance, audit readiness, and financial reporting. Fractional CFOs offer flexible, scalable support — whether for short-term projects or long-term planning — and often bring specialized nonprofit experience that aligns with your mission and funding model.

What are the key responsibilities of a fractional CFO for a nonprofit?

A fractional CFO supports your organization by:

  • Developing long-term financial strategies
  • Leading budgeting and forecasting processes
  • Overseeing grant management and compliance
  • Identifying financial risks and mitigation plans
  • Supporting board and finance committee communications
  • Delivering clear, accurate reporting to funders and stakeholders
This role goes beyond number-crunching, it’s about helping your nonprofit grow with clarity and control.
In what situations does a nonprofit typically hire a fractional CFO?

Nonprofits often turn to fractional CFOs in times of transition, growth, or complexity. Common scenarios include:

  • Executive leadership changes or CFO vacancies
  • Planning for expansion or new programs
  • Preparing for audits or regulatory reviews
  • Managing complex grant reporting or funding restrictions
  • Needing help with long-term forecasting or scenario planning
    Fractional CFOs bring stability, strategic insight, and fresh perspective when it’s needed most.
What should a nonprofit look for when hiring a fractional CFO?

When evaluating candidates, consider:

  • Nonprofit experience — sector-specific knowledge is critical
  • App Advisory — technical skills to curate and implement key apps.
  • Strategic skills — including planning, risk assessment, and forecasting
  • Communication style — must align with your leadership team and board
  • Flexibility and cost — services should scale with your needs and budget

A strong fit blends financial expertise with mission-aligned thinking.

Nonprofit Financial
Blog Resources

What the Santa Barbara Sales Tax Increase Means for Nonprofits
Image of the Santa Barbara Mission
Nonprofit

What the Santa Barbara Sales Tax Increase Means for Nonprofits

May 1, 2025 2:42:44 PM 2 min read
Santa Barbara: Sales Tax Is Going Up—Here's What You Need to Know.
Picture of Santa Barbara City Hall
Sales Tax

Santa Barbara: Sales Tax Is Going Up—Here's What You Need to Know.

Apr 25, 2025 9:46:38 AM 2 min read
How to Log Onto RunPayroll
image of woman on laptop looking at reporting data
Blog

How to Log Onto RunPayroll

Dec 11, 2024 7:54:28 PM 3 min read
Visit Our Blog

Call

1-800-757-0510

Call

Email

hello@accountix.co

Email

Book

Schedule a Meeting

Book