Clayterr Financial Services LLC

We specialize exclusively in accounting, compliance, and financial leadership for nonprofit organizations.

Our agency supports 501(c)(3) organizations, foundations, charities, and mission-driven entities with structured bookkeeping, fund accounting, grant compliance, and Fractional CFO services.

We understand that nonprofits operate differently from for-profit businesses.
Your focus is impact, donor accountability, and regulatory compliance — not profit maximization.

That’s where we help.

✔ Nonprofit Accounting & Bookkeeping

• Nonprofit bookkeeping (monthly/ongoing)
• Fund accounting & restricted fund tracking
• Grant accounting & reporting
• Donor contribution tracking
• Accounts payable & receivable
• Bank & credit card reconciliations
• Budget vs. actual reporting
• Multi-program tracking
• Internal financial controls

✔ Compliance & Reporting

• Form 990 financial preparation support
• 501(c)(3) compliance assistance
• State charity reporting support
• Audit-ready financial statements
• GAAP-compliant reporting
• Board-ready financial packages
• Financial policy documentation

✔ Fractional CFO Services for Nonprofits

• Cash flow planning
• Budget development & forecasting
• Grant budgeting
• Financial sustainability planning
• KPI tracking for boards
• Financial oversight & process improvement
• Audit coordination & support

✔ Software Expertise

• QuickBooks Online (Nonprofit setup)
• Fund accounting systems
• Sage / Oracle / Intacct
• Advanced Excel reporting
• Donor tracking integrations

✔ What Makes Us Different

We don’t treat nonprofits like small businesses.

We structure accounting around:

Restricted vs. unrestricted funds

Program vs. administrative expense allocation

Grant compliance

Donor transparency