Accounting, Tax, and Payroll Services for Non-Profit Organizations
Running a non-profit means managing restricted funds, grants, payroll, reporting, and tax requirements. Koffex handles the accounting, tax, and payroll work so your team can focus on the mission.
Industry Challenges
Keep Every Dollar Accounted for
Non-profits have specific rules around funding, grants, reporting, and filings. Koffex helps keep the details accurate so your organization can use its resources as intended.
Fund Management
Restricted and unrestricted funds must be tracked separately. We organize and reconcile fund activity so each dollar stays tied to its intended purpose.
Grant Compliance
Grant funds come with spending rules, deadlines, and reporting requirements. We track grant activity throughout the funding period so approved spending stays documented.
Board-Ready Reporting
Board members need timely information to understand how the organization is operating. We provide clear reports that help your board see where funds are going.
Budgeting and Forecasting
Grants, donations, and events can make income difficult to predict. We build budgets and forecasts around when funding arrives and how it needs to be used.
Payroll and Staff
Part-time employees, full-time staff, and frequent team changes can complicate payroll. We keep employee pay and payroll requirements accurate as your team changes.
Filing and Compliance
Form 990 and tax-exempt requirements create important filing responsibilities. We keep records organized and required filings on track throughout the year.
Fund Management
Restricted and unrestricted funds must be tracked separately. We organize and reconcile fund activity so each dollar stays tied to its intended purpose.
Grant Compliance
Grant funds come with spending rules, deadlines, and reporting requirements. We track grant activity throughout the funding period so approved spending stays documented.
Board-Ready Reporting
Board members need timely information to understand how the organization is operating. We provide clear reports that help your board see where funds are going.
Budgeting and Forecasting
Grants, donations, and events can make income difficult to predict. We build budgets and forecasts around when funding arrives and how it needs to be used.
Payroll and Staff
Part-time employees, full-time staff, and frequent team changes can complicate payroll. We keep employee pay and payroll requirements accurate as your team changes.
Filing and Compliance
Form 990 and tax-exempt requirements create important filing responsibilities. We keep records organized and required filings on track throughout the year.
Our Services
Support Built Around Your Organization
Get accounting, tax, payroll, and ongoing guidance that reflects how your non-profit receives, manages, and reports its funding.
Accounting
Accounting done right, every month.
Tax Services
Tax preparation and filing for businesses and individuals.
Payroll
Payroll handled on time, every time.
Fractional CFO
Senior-level strategic guidance, on-demand.
IRS Tax Resolution
Expert representation for IRS issues, notices, and back taxes.
Accounting
Accounting done right, every month.
Tax Services
Tax preparation and filing for businesses and individuals.
Payroll
Payroll handled on time, every time.
Fractional CFO
Senior-level strategic guidance, on-demand.
IRS Tax Resolution
Expert representation for IRS issues, notices, and back taxes.
Testimonials
Hear From Our Clients
We've built long-term relationships with the businesses we serve. Here's what some of them have to say.
Why Koffex?
Accounting Support That Understands Non-Profits
We understand the funding restrictions, reporting responsibilities, and filing requirements that shape how non-profit organizations operate.
- Funds Tracked Accurately
- Grant Activity Documented
- Board Reporting Made Clear
- Filings Kept on Track
- Funds Tracked Accurately
- Grant Activity Documented
- Board Reporting Made Clear
- Filings Kept on Track
Financial Insights
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FAQs
What Non-Profit Leaders Want to Know Before Getting Started
Have a question that is not covered here? Book a free consultation and our team can walk through it with you.
Koffex helps non-profits track funds, organize grant activity, reconcile accounts, manage expenses, and receive regular reports that show how organizational resources are being used.
Yes. We can keep restricted and unrestricted activity organized separately so your records show where funding came from, what restrictions apply, and how those funds have been used.
We track grant income and related spending throughout the grant period based on the requirements provided to us. This helps keep supporting records organized for reporting deadlines and funder requests.
Yes. Koffex can help prepare and file Form 990 using your organization’s records and required information. We also help keep those records organized throughout the year so filing is easier to manage.
We can provide regular reports that help board members understand income, expenses, fund activity, cash, and other key areas of the organization. Reporting can be structured around what your leadership and board need to review.
Yes. Koffex can manage payroll for full-time and part-time employees, including regular pay processing, deductions, withholdings, payroll tax filings, W-2s, and year-end requirements.
Yes. We can build budgets and forecasts around grants, donations, events, program costs, and expected expenses. This helps leadership plan around changing funding levels throughout the year.
Koffex can help keep required tax filings and records organized and identify tax matters that need attention. Maintaining tax-exempt status also depends on how the organization operates and follows the requirements that apply to it.
Koffex can review the notice, explain what needs attention, and help determine the appropriate next steps. With the proper authorization, we can also communicate with the IRS on your organization’s behalf.
Yes. Koffex can manage these services together so fund activity, payroll, expenses, and tax filings stay coordinated throughout the year.
Get Started
Let’s Talk About Your Business Needs
Tell us what you need, and we'll walk you through exactly how Koffex can help.