Nonprofit & Charity Accounting Services on Long Island
Get experienced nonprofit accounting services on Long Island from a local nonprofit CPA in Suffolk County. We support 501(c)(3) charities, community groups, and faith-based organizations in Port Jefferson Station, St. James, Smithtown, Setauket, Nesconset, Mount Sinai, and Lake Grove with fund accounting, Form 990 preparation, and practical compliance—so you can focus on your mission.
Specialized Accounting for Nonprofits
Nonprofits don’t operate like for-profits—and their accounting shouldn’t either. We understand fund accounting, restricted vs. unrestricted net assets, grant tracking, and functional expense reporting. Our team helps your board, donors, and program leads see clear, reliable numbers that support decisions and strengthen trust.
Bookkeeping & Fund Accounting Done Right
Stay audit-ready with books built for nonprofit reality—not just tax season.
Chart of accounts tailored to programs, grants, and funds
Track restricted vs. unrestricted net assets and releases
Allocate expenses across program, management, and fundraising
Grant budgets, reporting schedules, and supporting documentation
Monthly reconciliations, statements, and board-ready financials
Integration with payroll and donor/CRM systems (where applicable)
Form 990 Preparation & State Filings
Your IRS Form 990 tells the story of your organization to regulators, funders, and the public. We prepare the appropriate version—990, 990-EZ, or 990-N—plus required schedules, and handle New York charitable filings and extensions. Expect careful review of governance disclosures, functional expenses, and program service accomplishments, with e-file and confirmations for your records.
We’ll also calendar due dates and coordinate with staff and board so information is timely, accurate, and consistent with your mission narrative.
Audit & Review Support Without the Stress
Whether you need a financial statement
review or must prepare for an external
audit (grantor or threshold-driven), we’ll get your books audit-ready—tie-outs, schedules, and documentation in order. We coordinate with your auditor, respond to PBC lists, and keep your team focused on day-to-day operations.
Practical Controls & Ongoing Guidance
Small teams still need strong guardrails. We advise on basic internal controls—segregation of duties, approvals, and documentation flows that fit a lean staff—plus simple policies for expenses, gifts, and grants. As needs evolve, we can add payroll, sales tax (if applicable), and budgeting support, all synced to clear board reporting. Serving organizations across Port Jefferson Station, St. James, and greater Suffolk County.