Insight Professional Services Call toll free 877.550.1765

We work with Not-for-profits

If only passion and enthusiasm were enough. Many of us enjoy the excitement of taking an idea to fruition and watching it grow. The challenge of running a not-for-profit is to keep that excitement alive while you face the day-to-day tasks of managing restricted funds, budgeting your programs and providing accurate reporting to your board members, grantors and donors. Insight helps you make sure that your passion for the mission is not diluted by these financial responsibilities.

Having a strong financial foundation requires systems and processes that allow for efficient management of funds. Insight understands that you are accountable to your Board and constituents. We will create a meaningful structure and guide you through the nuances of non- profit accounting, so you can devote more time to the success of your programs.

What Our Clients are Saying...

As the Executive Director of a small not-for-profit, utilizing Insight's financial services means I can focus more time on raising money and running programs, and less time on administration. Melody Bell Financial Beginnings

How we work with Not-for-profits

Bookkeeping

  • Track donors & contributions
  • Manage cash flow
  • Pay vendors
  • Process payroll & expense reports
  • Accounting

  • Reconcile accounts
  • Develop processes
  • Prepare grant & program reports
  • Review year-end tax reports
  • Management Support

  • Develop budgets
  • Participate in strategic planning
  • Manage vendors
  • Serve as interim/part-time CFO
  • QuickBooks Setup

    • Evaluate business lines and reporting preferences
    • Establish Chart of Accounts and Items
    • Record transactions to date

    Starting at $199

    Financial Cleanup

    • Evaluate existing processes and recommend improvements
    • Review financial trends
    • Record transactions to date

    Starting at $349

    Hourly Services

    • Bookkeeper
    • Controller
    • CFO

    Starting at $50