Industry Focus

Non-Profits

Fund accounting, Form 990, and compliance for organizations where every dollar has a purpose.

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key financial challenges addressed

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integrated service areas

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Common financial challenges

  • Fund accounting and restricted vs. unrestricted grant tracking
  • Form 990 preparation and public disclosure requirements
  • Unrelated business income tax (UBIT) exposure
  • Board-level financial reporting that communicates clearly to non-financial directors
  • Single audit requirements under Uniform Guidance (2 CFR Part 200)

How Norwell helps

Nonprofit finances require a different framework than for-profit accounting — and the stakes for getting it wrong are high. We bring structure to your books, handle the compliance calendar, and produce the reporting your board and auditors expect. Your mission deserves a finance function that's organized enough to support it.

Relevant services for Non-Profits

Bookkeeping and Accounting Services

Recording transactions, reconciliations, AP/AR, and the monthly close.

Financial Statements and Reporting

Preparing your P&L, balance sheet, and cash flow with reporting as per acceptable standards.

Tax Preparation, Filing & Planning (Individuals and Businesses)

Federal and state filing plus year-round planning to manage proactively.

Business Controls Advisory (Process Improvement, Internal Controls & Deficiency Remediation)

Assessing financial processes, closing control gaps.