Finance & Accounting Services
We'll balance the books so you can focus on what matters most.
Sustainable nonprofits practice sound financial principles, but managing those systems can be complex and detract from more mission-centric work. Member organizations needing help with Finance & Accounting can lean on NAM for quality and affordable infrastructure and management on a fee-for-service basis.
- Check Processing – Process payments on a schedule that fits your organization's needs. Includes annual 1099 form preparation.
- Accounts Receivable – Record incoming revenue, pledges, and bank deposits.
- Financial Statement Preparation and Analysis – Monthly or quarterly financial reports tailored to your needs, including bank reconciliations and month-end journal entries. NAM’s Financial Services Director can also present reports at Board or Finance Committee meetings.
- Grant Financial Reporting – Assist with interim and final grant reports for local foundations, comparing actual spending to project budgets.
- Payroll Setup – Ensure new employees are properly set up in your payroll system, including deductions for insurance, retirement plans, and more.
- Consulting Services – Expert guidance to solve financial challenges, improve processes, and support audit preparation. Services may include special projects, one-time tasks, or ongoing staff support. Examples include setting up or optimizing QuickBooks, refining your chart of accounts, assisting with Form 990 preparation, and creating budget templates for better financial reporting.
QuickBooks is the software platform for these services.
- $60/hour to attend Board or Finance Committee meetings
- $75/hour for work performed remotely
- $85/hour for work performed in-person at your location
- $130/hour for Consulting Services
Fees for tools such as QuickBooks and Bill.com are paid by the client.
Meet Tracy Shutt, NAM Financial Services Director
Tracy has more than 20 years of nonprofit accounting experience. Previous experience includes working as the Director of Finance for Completely KIDS, Film Streams and the Colorado Nonprofit Association. She has expertise in preparing monthly financial statements; developing and implementing account systems; policies and procedures; grant tracking and reporting; budgeting; and audit preparation. Tracy earned her bachelor’s degree in business administration and accounting from Hastings College and is always up for a round of golf.
See what nonprofits are saying
"NAM has been an instrumental guide to us as a smaller organization looking to set good practices and standards in place. They specifically have worked with us on expense tracking and creating reports that reflect a story of where we are financially to our board and funders. They take all of our questions or requests and allows us to learn - we are fortunate to be part of the NAM network!"
-Karina Perez
Executive Director, Centro Hispano
"The personal service, attention to detail, and incredible value we receive from NAM’s accounting services cannot be compared. NAM knows what nonprofits specifically need and look for in their accounting – including how their budgets are structured, what foundations look for in grant reporting, and all the nuances of donations, from in-kind to pledges. Best of all, their pricing is extremely reasonable – we have cut our monthly fees in half and our service has improved 100%! I recommend them to any nonprofit."
-Brenda Helget
Executive Director, A Time to Heal Cancer Foundation
"Families 1st Partnership has been very pleased with NAM accounting services. The staff has gone above and beyond to understand our non-profit's programs. Since they understand that grant reporting has deadlines, they have been very responsive to completing necessary accounting practices for us to finish and submit our reports."
-Caroline Sabin
Executive Director, Families 1st Partnership, North Platte