Focus on Mission Impact with Expert Nonprofit Stewardship & Compliance

Fund accounting, board reporting, and compliance tracking that protects your tax-exempt status while you serve your community.

Tired of juggling nonprofit compliance and reporting?

We handle your financials so you can focus on your mission.

Compliance demands perfection with zero margin for error. My proven nonprofit experience ensures you never risk your status due to missed requirements.

Nonprofit Bookkeeping & Financial Management Fort Lauderdale | Books by Axis

Managing Nonprofit Finances Can Become Overwhelmingly Complex

Success brings complex fund accounting, compliance deadlines, and stakeholder reporting that demand specialized expertise.

Simple Tax Filing Is Now a Web of Complex Compliance Requirements

When you were small, tax season meant one simple filing. Now you juggle federal forms, state permits, and multiple grant compliance requirements with conflicting deadlines.

Occasional Updates Have Become Constant Data Demands

Your first donors were happy with annual summaries. Now every funder wants custom reports, outcome data, and financial breakdowns on their own unique schedule.

Multiple Funders Now Create Unpredictable Cash Flow Cycles

Early donations came monthly and were easy to predict. Now grant cycles don't align, disbursements are delayed, and you struggle to plan when money will actually arrive.

Administrative Burden Shouldn't Cap Your Mission's Potential

We Make Complex Nonprofit Financial Management Simple

Our proven nonprofit systems remove administrative barriers so you can scale your impact without drowning in financial complexity.

Nonprofit Financial Services & Compliance Solutions

Our Specialized Expertise Equips You For Success In Every Critical Area

Systematic solutions for compliance, donor relations, and board governance that ensure your nonprofit thrives at every level.

Compliance Calendar Management

Never miss critical deadlines again with systematic tracking of all federal, state, and funder requirements in one organized system.

  • Federal Form 990 filing deadline tracking
  • State solicitation permit renewal reminders
  • Grant reporting schedule coordination
  • Conflict identification when deadlines overlap
  • Monthly compliance status reviews
Fraud Prevention & Internal Controls

Protect your organization with proper financial oversight systems that prevent unauthorized access and reduce theft risk.

  • Segregation of duties assessment and setup
  • Financial oversight system implementation
  • Check signing and approval process design
  • Bank reconciliation review protocols
  • Monthly internal control monitoring
Fund Accounting & Expense Allocation

Track every dollar to its proper source with restricted fund management and collaborative expense verification systems.

  • Restricted vs. unrestricted fund tracking setup
  • Expense verification and approval workflows
  • Funder-specific allocation documentation
  • Monthly fund balance reporting
  • Collaborative expense assignment using specialized software
Nonprofit Cash Flow Forecasting

Plan confidently around unpredictable grant schedules with forecasting that prevents dangerous funding gaps.

  • Grant disbursement timeline mapping
  • Monthly cash flow projection updates
  • Funding gap identification and planning
  • Program commitment evaluation against available funds
  • Seasonal cash flow pattern analysis
Board Presentation Coaching

Present to your board with complete confidence through recorded briefings or live coaching sessions tailored to your needs.

  • Monthly recorded financial briefings
  • Live one-on-one presentation coaching sessions
  • Board member personality and question preparation
  • Financial variance explanation coaching
  • Executive confidence building and communication training

Experienced Nonprofit Bookkeeper & Financial Consultant

Nonprofit Financial Expertise Built Through Real-World Experience

My corporate experience taught me how to manage financials and operations on a large scale. For more than 15 years, I've worked with growing nonprofits and helped build the systems for their finance and operations.This hands-on experience has given me deep insight into the three critical areas where nonprofits struggle most: compliance requirements that threaten tax-exempt status, donor obligations that demand specialized reporting, and board governance that requires investor-level financial presentations.

I understand the unique pressures nonprofit leaders face—juggling federal regulations, state requirements, multiple funder schedules, and board expectations while trying to advance your mission. Most importantly, I know how to create systematic solutions that handle this complexity so you can focus on the work that brought you to nonprofit leadership in the first place.

When you work with me, you're getting someone who has lived nonprofit financial challenges from the inside and knows exactly what systems work to eliminate the stress and risk that comes with growth.

FAQs

What software do you work with besides QuickBooks?

I'll integrate all your revenue-related software directly with QuickBooks to eliminate manual data entry.Books by Axis systems connect your payment processors, invoicing tools, bank feeds, and other business software so data flows automatically. This means no more double-entry, no more reconciling discrepancies, and no more wondering if you missed something. I'll assess your current tools during our consultation and show you exactly how everything will work together.

Do you handle payroll and bill paying?

Books by Axis help you set up payroll and bill tracking systems, but doesn't run payroll or pay bills for you.I'll help you get organized with proper payroll setup and create systems to track your bills and payments, but you maintain control of actually paying bills and running payroll. This keeps healthy boundaries while ensuring you have the systems and reminders you need to stay on top of everything important.

My CPA already does my books - why would I need you?

I handle ongoing bookkeeping so your CPA can focus on strategy and tax planning so your CPA can focus on tax strategy and tax filing.Most CPAs prefer when clients have organized, up-to-date books because it lets them spend time on higher-value services like tax strategy. I work closely with your existing CPA, providing them with clean, organized data and coordinating on any strategic decisions. You get better service from both of us this way.

What happens if QuickBooks changes again?

I stay current with all software updates so you don't have to learn new interfaces constantly.QuickBooks does change frequently, which is exactly why having a systems expert makes sense. I handle all software updates, adjust your integrations as needed, and train you on any changes that affect your workflow. You get the benefits of new features without the learning curve headaches that come with constant software changes.

How do I access my financial information when I need it?

You'll have 24/7 access to organized, real-time financial data through your personalized dashboard system.Unlike traditional bookkeeping where you wait for monthly reports, my integrated systems give you instant access to current financial information whenever you need it. You'll have your own secure access to all reports, documents, and financial data organized and available from anywhere, anytime.

Will this make me too dependent on you for my financial information?

Books by Axis systems actually give you more independence and control over your financial data, not less.Right now, you're probably dependent on remembering to enter data and manually creating reports when you need them. My systems give you automated data flow, 24/7 access to current information, and the ability to see your financial position instantly. That's more independence, not less - plus I provide training so you understand how everything works.

Stop Juggling Donors, boards, & compliance Alone

Schedule a call, get expert nonprofit systems, then lead your organization with clarity.