
Non-Profit
Organizations
Supporting the financial well-being of non-profits, allowing for more focus on their missions and making positive impact in their communities.
Optimizing Governance
Nonprofits operate with a unique set of financial pressures: limited resources, grant compliance requirements, donor accountability, regulatory standards, and a mission that has to come first. You can't afford financial disorganization—and you shouldn't have to navigate it alone. At WestWize, we're philanthropists at heart. We understand the stakes of nonprofit financial management, and we bring the same rigor and care to your books as we do to any for-profit client—with a deep respect for the mission driving your work. We are proud to aid and empower non-profits to concentrate on their core missions and make a more significant impact in their communities.
Challenges We Solve
Accounting
Deferred Revenue Accounting
Audit Preparation & Support
Compliance with regulatory & reporting standards
Administration
Donor management & transparency
Capital Campaign support
Grant management and Restricted vs Unrestricted fund tracking
Limited administrative bandwidth to manage financial complexity
Our Services
Accounting
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Accounting Configurations & New Company Setup
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Annual Budgeting & Revenue Forecasting
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Accrual & Cash-based Accounting
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Audit Support
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Financial & Management Reporting
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Sales Tax
Administration
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Donor Management
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HR & Employee Benefits Programs
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Internal Control Policies & Procedures
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Inventory Controls Management
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Software Integration Support
Bookkeeping
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Monthly Reconciliations & Bookkeeping
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Accounts Payable & Receivable
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Advance Billing & Pre-Billed Media
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Deferred Revenue
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Grant & Reserved Funding Management
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Payroll

"From cleaning up messy books to navigating complex software and providing big-picture financial insight, Rebecca brings it all. Her advice is sound, her work meticulous, and the true value is having a trusted financial partner at your side."
Heather Noel, Owner & CEO
