Mosaic Bookkeeping

About Us

Accounting advisors nonprofits trust to get it right

Causes we’ve worked with…

At Mosaic, we take care of the numbers so you can focus on your mission. We deliver clear, actionable monthly reports that help you stay informed, compliant, and confident.

With Mosaic, you:

Receive accurate and reliable bookkeeping
Connect your financial tools into one streamlined system using industry best practices
Establish, strengthen, and maintain effective internal controls

Our mission is simple: to make your mission more impactful

Why Choose Us

Accounting exclusively for nonprofits—because it matters

Certified Professionals

All Mosaic staff are held to the highest professional standards and are QuickBooks certified, with specialized nonprofit expertise grounded in GAAP and industry best practices.

Meet the experts >

Industry Knowledge

We understand the ins and outs of donor management systems, grant tracking, and audit readiness—and apply what we see working best across hundreds of nonprofit clients.

Tailored Strategies

Whether you’re a new nonprofit setting up your first accounting system or an established organization ready for full outsourced CFO support, we tailor our services to meet you where you are—and grow with you.

Our Services

Scalable nonprofit services designed to meet you where you are

Nonprofit accounting isn’t one-size-fits-all and neither are the organizations doing the work. Whether you have an internal bookkeeper, rely on volunteers, or need a fully outsourced finance department, Mosaic Bookkeeping provides flexible, nonprofit-focused accounting services designed to grow with you.

We specialize exclusively in nonprofit organizations and understand the realities of restricted funding, board oversight, audits, and compliance, without losing sight of your mission.

“Mosaic met with and trained
our staff on receipt tracking”

Schedule a Call

Services at a Glance

Tax Filings & Compliance

1023 & 1023EZ Exemption Applications & Reinstatements
Preparation and filing of Forms 990, 990EZ, and 990N
Required state charitable and tax filings
1099 & W2 Filings
Coordination with your bookkeeper to gather financial data
Proactive compliance advice and guidance

Professional Bookkeeping

Monthly transaction categorization and reconciliation
Class tracking for 990 functional expenses
Grant and fund tracking
Financial statement preparation
Audit and funder reports assistance
Ongoing communication and proactive support

Accounts Payable & Payroll

Biweekly bill pay processing
Built-in internal controls and separation of duties
Vendor and 1099 management
Payroll processing
Employee onboarding & offboarding
Employee reimbursements and benefits management

Grant Tracking & Reporting

Tracking for restricted grants, reimbursable grants, capital campaigns, designated funds, pooled funds and more
Funder reports
Restricted vs Unrestricted funds tracking

Controller Services

Development of financial systems and policies with growth and scaling in mind
Internal controls design and documentation
Oversight and review of bookkeeping processes
Implementation of expense management and reimbursement policies
Workflow optimization to improve efficiency, reduce risk, and maximize growth potential

CFO & Advisory Services

Cash flow planning and forecasting
Capital planning
Short- and long-term financial projections
Scenario planning
Budget development and multi-year planning
Strategic financial guidance to support informed decision making

Training & Education

Board nonprofit financial training
- Understanding nonprofit financial statements
- Differences between nonprofit finances and business finances
- Best practices
QuickBooks training
- Bookkeeping and QuickBooks training
- Guidance on best-practices
- Documented workflows and processes
- Ongoing support and periodic reviews
- Support during staff or leadership transitions

One-Time Setup & Cleanup

New QuickBooks account system design & setup
Historical bookkeeping cleanup & catch up
Technology consulting

How It Works

Simple steps to financial clarity

Initial Consultation

We begin with a phone call to understand your needs, then review your bookkeeping to recommend next steps and develop a proposal.

Onboarding

You’ll work directly with our team to build processes that fit how your organization operates.

We Handle The Process

We get to work in your books, handling the day-to-day details to deliver accurate, timely financials you can rely on.

Get Ongoing Support

We’re here for you, with ongoing access to our team for questions, calls, and proactive advice.

Frequently Asked Questions

Still have questions? we’ve got answers

What does the bookkeeping onboarding process look like?

We start with a phone call to learn about your organization, understand your goals, and determine whether we’re a good fit. Next, we review your books and provide a detailed assessment outlining any issues we identify, along with recommendations for improvement. Based on that review, we present a proposal that includes several service packages and à la carte options, allowing you to choose the level of support that best fits your needs and budget.

Why do you require access to my books for a review?

We use flat monthly pricing so our clients can budget with confidence. To provide an accurate quote, we need to fully understand the scope of the work—including the condition of your books, the systems and processes in place, and any historical issues that may need cleanup. Reviewing your books allows us to identify what’s working well, where support is needed, and what level of ongoing service makes sense. It’s similar to asking a mechanic for a repair estimate—they need to look under the hood before they can tell you what’s involved and what it will cost.

Do you provide audit services?

No, we do not perform audits. However, we can refer you to auditors we’ve worked with in the past. Auditors are required to remain independent and cannot audit their own work. Our role is to make the audit process as smooth as possible by maintaining GAAP-compliant accounting, documenting internal controls, organizing supporting documentation, and preparing clean, accurate financials for both management and auditors.

Are long-term contracts required?

No. Our services are offered on a month-to-month basis, allowing you to change service packages or cancel at any time as your organization’s needs evolve.

Can you work with my internal staff or established bookkeeper?

Yes. We frequently work alongside internal staff, CPAs, and established bookkeepers. This can include preparing Form 990s only, as well as providing controller-level services such as reviewing work for accuracy, advising on best practices, and preparing board-ready financial reports. Our goal is to complement your existing team and provide the level of support you need—without duplicating efforts.

Who will we be working with?

You’ll be assigned a primary bookkeeper who will handle day-to-day communication and manage your books. For Form 990–related questions, you’ll work directly with Rosemary. Behind the scenes, our managers support our bookkeepers, monitor client communications, and review all work on a monthly basis to ensure accuracy and consistency.

Let’s Talk!

Schedule a call

Mosaic is your nonprofit’s biggest cheerleader and outsourced accounting department