Practice file

A website for a firm that specializes in fund accounting and nonprofit compliance

A nonprofit accounting site sells specialized knowledge that a general small-business accountant does not have, so the strongest pages explain fund accounting, grant reporting and Form 990 preparation on their own terms.

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What usually goes wrong for Nonprofit accounting firms

EntryWhat it costs the practice

  • 01

    The site reads like a general small-business accounting page, giving a nonprofit board member no reason to believe the firm understands fund accounting specifically.

  • 02

    Form 990 preparation, one of the clearest reasons a nonprofit searches for a specialist firm, has no dedicated page.

  • 03

    Grant reporting and restricted-fund tracking are never mentioned, even though they are exactly what separates a nonprofit specialist from a generalist.

  • 04

    The enquiry form assumes a for-profit business structure and does not fit how a nonprofit board or executive director actually describes their organization.

Site register08 pages

The pages your site will carry

Every one is a real page with its own copy, not a section on a single scrolling home page.

Site register: nonprofit accounting: Fund accounting and bookkeeping; Form 990 preparation; Grant reporting and compliance; Audit preparation for nonprofits; Client intake form.
  1. 01Home
  2. 02About
  3. 03Fund accounting and bookkeeping
  4. 04Form 990 preparation
  5. 05Grant reporting and compliance
  6. 06Audit preparation for nonprofits
  7. 07Contact
  8. 08Client intake form

The niche tool

Client intake form

Asks organization type, annual budget range and whether the nonprofit needs Form 990 preparation, audit preparation, or ongoing fund accounting, so the firm can scope the engagement in nonprofit terms from the first message.

How the intake form works

The AI Engine and the Content Engine for nonprofit accounting firms

Executive directors and board treasurers often research in the evening. Site chat answers questions about fund accounting, Form 990 preparation support and audit preparation, and books a call, without giving accounting advice.

Articles explain grant reporting, restricted funds and audit preparation in plain language for nonprofit staff and boards, as general information. On Full Ledger, social posts, reels and a managed Google Business Profile keep the firm visible across the sector.

What nonprofit accounting firms tell us

  • The audit found our bookkeeping onboarding details repeated across several pages, each worded slightly differently. Consolidation came with a checklist, so a change in one place is checked everywhere it matters. Customers no longer quote wording we retired two years ago.

    Satish GillSenior bookkeeper, Charity bookkeeping and reporting serviceNewark, DE · Single Entry

    Content audit and update process for bookkeeping onboarding

  • Honestly, the redesign was nice, but the inquiry form is what changed our day-to-day. The form gathers accounting software, business type and last reconciled month at the start, exactly the details our follow-up messages always requested. It has quietly removed the slowest step in our intake.

    Zachary OglethorpeAccounts administrator, Hospitality bookkeeping serviceLexington, KY · Single Entry

    Inquiry form and response workflow for bookkeeping onboarding

  • Most of our visitors are on phones, so that is where I reviewed the new bookkeeping onboarding pages. Everything a visitor needs is up top, and the inquiry button stands out properly. Sending the link by text during a call finally works the way it should.

    Sidney SilvertonFront office lead, Farm accounts and bookkeeping practiceTacoma, WA · Single Entry

    Mobile navigation and page layout for bookkeeping onboarding

Three ways to run it

Each plan includes everything in the one before it. The $797 build fee is the same on all three, and is invoiced only after launch.

Tier 1

Single Entry

The website, fully managed

$012345678901234567890123456789012345678901234567890123456789/ month

live in 7 days

Compare plans

Tier 2

Double Entry

Everything, plus the AI Engine

$012345678901234567890123456789012345678901234567890123456789/ month + usage

live in 10 days

Compare plans

Queries08 answers

Questions from Nonprofit accounting firms

Can the site explain fund accounting for a board member who is not a finance person?

Yes. Pages are written to be understood by an executive director or board treasurer, not only a finance professional, since that is often who is doing the research.

Does Form 990 preparation get its own page?

Yes, along with a plain explanation of what the filing involves and how the firm's preparation process typically runs.

Can the intake form use nonprofit terminology instead of business terminology?

Yes, we configure it around organization type and budget range rather than the for-profit fields a generic form would use.

Do you write articles specific to nonprofit accounting?

Yes, on topics like grant reporting, restricted funds and audit preparation, framed as general information for nonprofit staff and boards rather than advice for a specific filing.

Can the chat answer questions from a board treasurer?

Yes, on Double Entry and Full Ledger. It answers questions about the firm's services and books a call, in plain language, and hands anything that would amount to accounting advice to a person.

How long until a nonprofit accounting site is live?

7 days on Single Entry, 10 on Double Entry and 15 on Full Ledger, counted from the onboarding call. The $797 build fee is invoiced only after you approve the finished site.

Is the site accessible for board members and donors?

The site is built with WCAG accessibility guidance in mind: readable contrast, keyboard navigation and clear headings. That helps you meet accessibility expectations; it is not a legal certification.

What happens to our current site and domain?

Your current site stays live until the new one is approved. We then point your existing domain at it and redirect old page addresses to their closest match, so links and bookmarks keep working.

Closing entry

See it built for Nonprofit accounting

A live walk-through, on your screen, of the site you would get. About 30 minutes.