Jitasa

Outsource nonprofit finances to improve financial clarity and compliance while freeing staff time to focus on mission-critical work.

Gain accurate, compliant, and efficient financial operations through integrated oversight and nonprofit-specific controller support.

Gives nonprofits flexible, tailored access to CFO expertise for stronger financial planning, informed decisions, and more effective financial management.

Helps nonprofits prepare federal Form 990 and state filings accurately and on time at a flat rate.

Nonprofit Bookkeeping and Accounting Services

Jitasa provides outsourced bookkeeping and accounting services exclusively for nonprofits of any size, with accounting-only or combined bookkeeping and accounting options tailored to each organization. Bookkeeping includes revenue and expense entry and allocation. Accounting includes a cloud-based system and chart of accounts setup or review, reconciliations, financial statements, year-end close, and 1099 support. Clients receive a dedicated primary associate backed by a team, basic advisory support, and flat-rate monthly pricing. Additional options include audit preparation and support, bill pay, financial dashboards, grant management, onsite visits, payroll coordination, and sales tax filings.

Category: Accounting Services

• Apply Nonprofit-Specific Expertise
  Work with a provider dedicated exclusively to nonprofits and experienced with nonprofit financial management.
• Track Revenue And Expenses
  Record and allocate revenue and expenses to maintain detailed day-to-day financial records.
• Set Up Nonprofit Accounting
  Establish or review the cloud-based accounting system and chart of accounts used to organize financial activity.
• Access A Dedicated Team
  Work primarily with a dedicated associate while a broader team supports the engagement and provides additional expertise.
• Reconcile Accounts Monthly
  Support regular review of account activity through monthly reconciliations and month-end close work.
• Report Financial Results
  Receive recurring financial statements and year-end reporting to support accountability to donors and stakeholders.
• Prepare For Financial Audits
  Organize records and compile documentation ahead of an audit, with support before, during, and after the process.
• Plan With Predictable Monthly Fees
  Use a flat monthly fee based on selected services, without hidden fees or extra startup costs.
• Strengthen Financial Controls
  Support oversight by separating financial responsibilities and establishing procedures and review activities.
• Prepare Year-End 1099s
  Get year-end close support and 1099 preparation and distribution for contractors.
• Support Grant Tracking
  Set up grants and support reporting as part of bookkeeping, with additional grant management available.
• Coordinate Payroll Activities
  Coordinate with the organization and third-party payroll providers, including timesheet collection, approval management, and payroll-related bookkeeping.
• Get Accounting Guidance
  Ask accounting questions and receive basic advisory support and guidance on financial best practices.
• Choose A Plan By Organization Size
  Select service options designed for small, midsize, or large nonprofits, with custom quotes for organizations’ needs.
• Manage Invoice Payments
  Handle invoice and expense payments through Bill.com as part of bookkeeping support.
• View Financial Dashboards
  Add financial dashboards to the organization’s accounting support.
• Prepare Sales Tax Filings
  Add sales tax filing support to the organization’s financial services.
• Arrange Onsite Visits
  Request onsite visits as an additional service tailored to the organization.

Nonprofit Controller Services

Jitasa’s nonprofit controller services provide financial oversight beyond day-to-day bookkeeping and accounting. The team refines financial processes, supports compliance, and brings clarity to complex financial operations. Services include accounts payable and receivable oversight, cash flow and payment management, allocation methodology development, grant reporting and reimbursement support, audit and tax filing assistance, and payroll coordination. Jitasa integrates with each organization and adapts its guidance to nonprofit-specific needs, from accounting software and financial system integration to board discussions and employee training.

• Integrate Financial Oversight
  Works as an integrated part of the organization, aligning controller support with its people, operations, and financial practices.
• Maintain Accurate And Compliant Financials
  Uses expertise in GAAP guidelines and nonprofit requirements to support accurate financial reporting and compliance.
• Improve Accounts Payable Processes
  Establishes accounts payable workflows and policies to help manage the organization's payment processes.
• Manage Cash Flow And Payments
  Helps schedule payments based on cash flow and negotiate payment plans with vendors.
• Manage Grant Reporting And Reimbursements
  Helps prepare grant reports and reimbursement submissions, supports communication with grantors, and provides guidance on grant life cycle management.
• Prepare For Successful Audits
  Provides auditor selection assistance and guidance to help nonprofits navigate audit preparation.
• Improve Financial Systems And Processes
  Helps nonprofits select accounting software, integrate financial systems, and refine financial processes based on their needs.
• Adapt Support To Changing Needs
  Provides flexible assistance that can address changing financial needs, from board financial discussions to training new employees on accounting software.
• Review Transaction Coding
  Reviews coding for credit card and accounts payable activity to support accurate financial records.
• Follow Up On Receivables
  Reviews aging reports and supports follow-up on outstanding accounts receivable.
• Develop Allocation Methods
  Creates allocation methodologies and schedules to support the organization's financial processes.
• Resolve Billing And Budget Discrepancies
  Supports resolution of discrepancies between billing and budget information to clarify financial operations.
• Coordinate Payroll And Employee Setup
  Helps coordinate employee setup across HR and payroll systems and supports payroll approval.
• Prepare And Submit Sales Tax Filings
  Supports sales tax filing preparation and submission as part of controller services.
• Select A Payroll Provider
  Provides assistance as the organization evaluates and selects a payroll provider.

Fractional nonprofit CFO services

Jitasa provides part-time access to nonprofit CFO expertise through its Strategic Advisory Team, composed of former nonprofit CFOs. Services are tailored to each organization’s evolving needs and goals and cover financial planning and forecasting, performance analysis, grant management, board and executive advisory, risk and internal controls, and financial infrastructure. Technology-supported tools help update budgets, predict cash flows, and develop scenarios and program-specific forecasts.

Category: Fractional CFO Services

• Access CFO Expertise Part-Time
  Nonprofits can draw on CFO-level expertise without engaging a full-time CFO. Personalized, part-time support can adapt as the organization’s needs and goals change.
• Develop And Review Budgets
  CFO support helps nonprofits develop annual budgets, examine the assumptions and risks behind them, and compare actual results with the budget.
• Get Guidance From Former Nonprofit CFOs
  Organizations receive guidance from an advisory team with experience as nonprofit CFOs, helping them work through financial challenges and improve financial management systems.
• Forecast Future Cash Flows
  Cash-flow forecasts help organizations anticipate financial conditions and consider the financial implications of different possible outcomes.
• Turn Financial Data Into Insights
  Financial analysis and strategy support help nonprofits use financial information to assess sustainability and performance and inform organizational decisions.
• Support Board And Executive Decisions
  Financial reporting, presentations, education, and advisory support help board members, finance committees, and executives consider financial information and decisions. Board meeting attendance is available through the service tiers.
• Compare Financial Scenarios
  Organizations can create and review multiple outcome scenarios and program-specific forecasts to understand possible financial implications.
• Track Budgets And Key Metrics
  Dashboards and ongoing reports give nonprofits a way to review budgeting and forecasting information, key performance indicators, and custom donor metrics.
• Manage Grants And Restricted Funding
  Support for grant budgets, management processes, restricted funding, and grant cash-flow planning helps nonprofits manage grant resources and funding requirements.
• Assess Financial Risks And Controls
  Assessment of risks, internal controls, policies, procedures, and compliance helps nonprofits identify areas of their financial infrastructure that need attention.
• Improve Financial Systems And Processes
  Support for organizational structure, financial roles, processes, systems, and management reporting helps nonprofits build the infrastructure needed for effective financial management.
• Assess Revenue And Compensation
  CFO services help nonprofits examine revenue strategy and analyze compensation using benchmarking support.
• Review Cost Allocation Methods
  CFO support helps nonprofits analyze allocation plans and methodologies, indirect cost allocations, and negotiations related to indirect costs.
• Model Financial Outcomes In One Place
  Technology-supported budget updates, cash-flow predictions, and scenario and program-specific forecasts help nonprofits bring these planning activities together and avoid costly errors.
• Choose Support By Service Tier
  Nonprofits can select among service tiers that include different levels of CFO advice and services. Tier 1 is included with bookkeeping and accounting services, while Tiers 2 and 3 have annual starting prices listed on the service page.

Nonprofit tax services

Jitasa provides flat-rate tax preparation and filing services exclusively for nonprofits, including Form 990-N, 990-EZ, full Form 990, and 990-PF returns, as well as state filings. The service is available in conjunction with Jitasa bookkeeping and accounting services. Tax specialists prepare filings for organizations of different sizes and help ensure reports are filed correctly and on time.

• Prepare And File Full Form 990 Returns
  Provides preparation and filing of the full Form 990 for eligible nonprofits.
• Prepare And File Form 990-N Returns
  Supports eligible nonprofits with preparation and filing of the 990-N e-Postcard.
• Prepare And File Form 990-EZ Returns
  Helps eligible nonprofits complete and submit their Form 990-EZ return.
• Prepare And File Form 990-PF Returns
  Helps private foundations prepare and submit their Form 990-PF returns.
• Access Tax Filing At A Flat Rate
  Provides tax preparation and filing at a stated flat rate, with pricing varying by filing type.
• Prepare State And Solicitation Filings
  Provides preparation of state filings, including state solicitation filings, alongside federal return services.
• Pair Tax Services With Accounting Support
  Makes nonprofit tax services available alongside a Jitasa bookkeeping and accounting engagement.