Accounting Services

Nonprofit Accounting and Compliance for California Organizations

Form 990 preparation, fund accounting, compliance oversight, and financial statement preparation for California nonprofit organizations. Keep your 501(c)(3) status protected and your board informed.

Schedule a Nonprofit Consultation (951) 216-3121

California nonprofits face a dual compliance burden: IRS requirements on the federal side and California Attorney General and FTB requirements on the state side. Form 990 is a public document that donors, foundations, and regulators scrutinize — inaccuracies or inconsistencies with your financial statements create real credibility risk. California's $2 million gross revenue threshold for a mandatory independent audit adds another compliance layer. Clean books and accurate reporting are not optional for organizations that depend on donor and grantor trust.

What Is Included

Nonprofit Accounting — What We Cover

Form 990 Preparation

Annual Form 990 preparation with full consistency between the return and your financial statements — covering program expenses, functional allocation, executive compensation disclosure, and schedule completion.

Fund Accounting

Restricted, temporarily restricted, and unrestricted fund tracking so grant reporting is accurate and board financials reflect true fund availability — not a combined number that obscures restricted balances.

California AG Registration

RRF-1 and CT-TR-1 annual filing with the California Attorney General's Registry of Charitable Trusts — required for most California nonprofits soliciting donations in the state.

Grant Compliance and Reporting

Tracking grant expenditures by funder, preparing grant reports, and maintaining the documentation trail that foundations require for continued funding and audits.

Board Financial Reporting

Monthly or quarterly financial statements formatted for board comprehension — statement of financial position, statement of activities, and budget versus actual for each program.

Audit Coordination

For organizations over the California $2M audit threshold or receiving federal awards over $750K, we prepare audit-ready financials and coordinate the engagement to minimize audit time and cost.

Who We Serve

Is This Right for You?

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California Nonprofits With Form 990 Requirements501(c)(3) organizations that must file Form 990, Form 990-EZ, or Form 990-N and need accurate, consistent preparation coordinated with audited or reviewed financial statements

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Grant-Funded OrganizationsNonprofits receiving foundation grants, government grants, or federal awards that require detailed expense tracking by funder, grant reporting, and compliance documentation

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Nonprofits Approaching the $2M Audit ThresholdOrganizations growing toward the California gross revenue threshold that triggers a mandatory independent audit requirement — and who want to establish audit-ready accounting practices before crossing it

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Nonprofits Changing AccountantsOrganizations whose prior accountant retired or is no longer available — needing seamless continuity in Form 990 preparation, fund accounting, and California AG compliance filings

Common Questions

FAQ

California requires an independent CPA audit for any nonprofit with annual gross revenue exceeding $2 million. Organizations receiving federal awards over $750,000 also require a Single Audit under the Uniform Guidance. Your governing documents may impose additional requirements — some bylaws require audits at lower revenue thresholds.

Form 990 is a tax filing — it reports to the IRS on your organization's activities, governance, compensation, and financials. Audited financial statements are produced by an independent CPA and provide assurance on the accuracy of those financials. The two must be consistent with each other. Major discrepancies between the 990 and the audited financials are significant red flags for donors and regulators.

Yes. We handle both one-time engagements — such as a single year's Form 990 and financial statements — and ongoing annual accounting relationships. For nonprofits with complex grant tracking or approaching the audit threshold, an ongoing relationship provides better continuity and consistency year over year.

Protect Your 501(c)(3) Status

Form 990 compliance, fund accounting, and grant reporting for California nonprofits of every size.

Schedule a Consultation (951) 216-3121