Financial Services

Sustainable nonprofits practice sound financial principles. The challenge comes in establishing systems and, for some nonprofits, managing them. NAM’s Financial Services program provides NAM members with quality, affordable, fee-for-service financial assistance. NAM’s Financial Services Director can help with your accounting needs while you focus on your mission.

Contact Tracy Shutt to learn how a partnership with NAM Financial Services could benefit your organization.


"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


Menu of Services:
  • Check Processing: Based on a pay schedule that works for your organization. Services also include preparation of your annual 1099 forms.
  • Accounts Receivable: Record incoming revenue and pledges, and record bank deposits.
  • Financial Statement Preparation and Analysis: Monthly or quarterly, NAM Financial Services can provide financial reports and analysis tailored to your organizational needs. Additionally, the Financial Services Director can attend any Board or Finance Committee meetings to present the reports and answer any questions people might have. Includes bank reconciliations and month-end journal entries. 
  • Assist with the financial portion of local foundation grant reports: Interim or final reports that compare actual spending to project budgets.
  • New employee set-up in your payroll system: Ensure that required information gets entered into your payroll system, including deductions for insurance, retirement plans, and more.
  • Consulting Services: By sharing expertise and knowledge, the consultant helps your organization solve problems and attain goals. Based on needs, services may include assistance in special projects, recommendations for process improvement, assistance with audit preparation, or performance of day-to-day work to augment or supplement staff. One-time projects are also available, including but not limited to creating or fine-tuning your chart of accounts, assistance with Form 990 preparation, transferring to or setting up QuickBooks, or creating budget templates to mirror Financial Statements for better comparative reports.

QuickBooks is the software platform for this service.


"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

  • $55 per hour to attend Board or Finance Committee meetings
  • $80 per hour for work done at your office
  • $70 per hour for work done remotely
  • $125 per hour for Consulting Services

Fees for QuickBooks and will be passed on to clients.


"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


About the NAM Financial Services Director, Tracy Shutt

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.