Accounting With Purpose

Financial Leadership for Nonprofits Navigating Growth, Funding, and Mission

From grant tracking and board reporting to forecasting and strategic oversight, we help nonprofit organizations strengthen the financial systems behind their mission.

For nonprofits, we ensure finances align with mission-driven goals, offering specialized reporting to track grants, donations, and program expenses. Our team manages tax filings and compliance to keep your organization in good standing. With expert guidance, we help maximize resources and maintain transparency for donors and stakeholders.

We've heard nonprofit leaders say...

And that's when we tell them ...

Supporting nonprofits across central New York

Where Quality Meets Trust

Dependable financial solutions tailored to your unique needs, so you can focus on what you do best.

Services that support your mission

Grant, Compliance, and Reporting Support

Managing financials for a nonprofit organization comes with unique challenges. And we understand those challenges because we have been serving nonprofits for years by managing their books, financial statements, and helping with strategic planning.

We provide expert bookkeeping and accounting services tailored to each organization's needs ensuring compliance, transparency, and accuracy. From tracking donations, gifts, and grant funds, to preparing financial statements, we help you stay transparent and organized for all your stakeholders. That includes your donors, board members, volunteers and employees.

Financial Reporting and Dashboards

Nonprofits need accurate, detailed financial reports to maintain donor trust and meet regulatory requirements. We make sure your financial statements are easy to access and understand, so you can confidently share them with boards, funders, and stakeholders. With real-time insights, you’ll always know where your organization stands, helping you make smart decisions and keep your mission moving forward.

Ongoing Financial Guidance

How would you like a representative that knows your nonprofit organization on the other end of the phone, any time you need it?

Our qualified team of certified public accountants and quickbooks certified professionals are responsive, attentive, and know your organization inside and out. We are here to support you every step of the way.

Budgeting and Forecasting for Long-Term Sustainability

Financial sustainability critical to your mission's success. Universal Bookkeeper helps you create and manage budgets, track expenses, and plan for future growth. With our support, you can make informed financial decisions that align with your goals, ensuring your nonprofit remains strong and effective serving the community for many years to come.

Trusted by nonprofit organizations across New York

What nonprofit leaders are saying about us

"The standout quality of Universal Bookkeepers is their responsiveness. No matter the inquiry or request, their team is always prompt and thorough in providing answers and solutions. Their ability to deliver accurate financial reports in a timely manner has given us confidence in our financial decision-making. Beyond basic bookkeeping, Universal Bookkeepers actively seeks ways to streamline internal controls and identify cost-saving opportunities. Their proactive approach has helped us improve efficiency, reduce unnecessary expenses, and ultimately enhance our financial health. Their commitment to optimizing our financial processes demonstrates their genuine investment in our success. Their team is always willing to help, taking the time to explain complex financial matters in a way that is easy to grasp. Their customer-focused approach makes every interaction a pleasure."

"Universal Bookkeeper does a fantastic job at helping our not-for-profit maintain it's books and records and provide audit support. They are knowledgeable about new accounting pronouncements. They provide support by looking for potential grants. During our quarterly meetings, they really open up discussions about the business and what we ourselves can do to help it grow. I would highly recommend Universal Bookkeeper for all the accounting needs of any organization."

Service plans built around your nonprofit’s mission

Choose from tiers of service – the Core Plan, Premium Plan, and CFO Plan. Each tier is designed to meet the needs of different types of organization, fitting your unique needs and budget.

FAQs

What’s it like working with the Universal Bookkeeping remote accounting team?

It’s simple, convenient, and fun! With all the technology we have today, it will feel like we are right there with you, every step of the way. We regularly use video conferencing and Google Hangout, which allows us to establish a more personal relationship with each client.

Remote bookkeeping allows the business owner to obtain accurate financial statements through a non-intrusive process. This process will most likely involve providing access to bank, credit card, and other revenue and expense records necessary to classify transactions in the most beneficial manner for your business. Other financial records can be easily scanned and emailed to your personal Box.com account for easy access for your assigned bookkeeping specialist and for your future reference. During each period we will provide some analysis of your financial detail to help you plan for the future and provide you with recommendations that you can use to help your business become more profitable.

How can you manage my books if you aren’t in my office?

Technology is an amazing thing! We can manage your books with cloud-based software and communication with you and your staff.

What are the main communication channels that Universal Bookkeeper uses to keep in touch with me?

Our team will use a variety of methods to ensure that we maintain a clear and transparent communication channel. These would include: Email, Phone Calls, Virtual Meetings, and Text Messaging.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Do I need to clean up my books before I hand them over to Universal Bookkeeper? They’re a mess!

Nope! Our team will work with you to understand your ledgers. Leave the clean up to us!

Talk with a team that understands nonprofit financial complexity

We won’t ask you to commit to anything today. Let’s start the conversation so we can help you continue to your mission.