Not-for-Profit Accountants
Expert Accounting Support for Nonprofits
Running a nonprofit means balancing programs, grants, donations, payroll, and compliance. With so many moving parts, keeping accurate books can be challenging. Modern Math Accounting provides professional bookkeeping and CPA services tailored for charities, associations, and foundations in Lufkin and across Texas. We help leaders stay organized, protect donor intent, and communicate clearly with boards and funders while we handle the financial details.
Accounting for Nonprofits Made Simple
Nonprofit accounting is unique because it tracks purpose driven funds, restrictions, and program results alongside day to day operations. Without a clear system, it is easy to:
Mix restricted and unrestricted funds
Miss grant reporting deadlines or documentation
Confuse pledges, in kind support, and cash receipts
Misallocate expenses between program, management, and fundraising
Delay audits and Form 990 filings
Our nonprofit accountants ensure your books are accurate, reconciled, and audit ready so you can focus on mission and impact.
Bookkeeping & CPA Services for Nonprofits
We provide full service accounting solutions designed specifically for not for profit organizations in Lufkin and throughout Texas:
Fund Accounting Setup: Chart of accounts structured for funds, programs, and restrictions
Donation, Pledge, and Grant Tracking: Record gifts in cash and in kind, manage pledges, and track grant budgets and draws
Payroll and Time Allocation: Process payroll, track labor by program, and prepare W 2s and 1099s
Bank and Credit Card Reconciliation: Match transactions monthly with clear support and approval trails
Board Ready Reporting: Monthly and quarterly budget versus actuals, cash outlooks, and program level summaries
Tax Preparation and Compliance: CPA support for Form 990, Texas filings, charitable registrations, and audit preparation
Why Choose a CPA for Your Nonprofit?
Nonprofits answer to donors, the public, and regulators. Relying only on basic bookkeeping software is risky. A CPA provides expertise and oversight that protects donor intent and keeps your organization compliant.
At Modern Math Accounting, Tricia Thomason, CPA, brings over 20 years of experience helping community organizations in Lufkin and across Texas. With professional CPA services, we:
Keep records aligned with fund restrictions and grant terms
Build practical allocation methods that stand up to auditor review
Plan filings and audits on a predictable calendar
Offer judgment free, year round guidance for staff and boards
Step Support for Nonprofit Accounting
Step 1: Start the Conversation
We review your programs, funding sources, grants, and current processes to identify improvements.
Step 2: We Prepare Your Taxes
We implement fund accounting, time allocation, reconciliations, and board reporting tailored to your organization.
Step 3: Feel Confident and Supported
With ongoing bookkeeping and CPA oversight, you can focus on serving your community while we handle the financial details.
What Are the Benefits of Professional Nonprofit Accounting?
Clear tracking of restricted and unrestricted funds
Grant ready documentation and timely reporting
Reliable payroll and functional expense allocation
CPA level Form 990 preparation and compliance
Board reports that improve decisions and transparency
Peace of mind knowing your books are accurate and audit ready
Frequently Asked Questions
-
Nonprofits manage restrictions, grants, and donor reporting that do not exist in most for profit entities. Specialized nonprofit accountants, like Modern Math Accounting, design fund structures, allocations, and reports that keep organizations in Lufkin and across Texas compliant and ready for audits and 990 filings.
-
In addition to standard tasks, nonprofits must separate restricted and unrestricted activity, track pledges and in kind gifts, and allocate shared expenses to program, management, and fundraising. We build practical methods and documentation so results are accurate and defensible.
-
Yes. We track eligible costs by grant, prepare draw or reimbursement packages with backup, and reconcile grant balances to your general ledger and reports.
-
Absolutely. We prepare complete 990 filings, coordinate timelines, assemble schedules and lead sheets, and respond to auditor requests to keep fieldwork efficient.
-
Yes. We work with volunteer led groups, growing teams, and larger agencies. We provide scalable services, board ready reporting, and ongoing support that fits your size and structure.
