accounting for nonprofits
where other firms see a finance need, we see a human need.
where other firms see a finance need, we see a human need.
where other firms see a finance need, we see a human need.
When your passion is your nonprofit,
The last thing you want to worry about is your financial systems. Your priority is trying to help people. We get it.
We work intimately with our clients to transform their finance operations. We’re an accounting business that cares as much about your success as the numbers. We value the human spirit as much as the metrics.
FOUNDATIONAL ACCOUNTING
We cover the nuts and bolts with deep roots in accounting for non-profits. We handle accounts payable, accounts receivable and have you covered from invoices through month close. Plus, you'll have the reports, dashboards, and insights you need to communicate to stakeholders, your board, donors, and for audits. And when you have questions, we’re there.
STRATEGIC PLANNING AND FORECASTING
Budgeting plays a significant role in pinpointing risks or overlooked opportunities, enabling nonprofit organizations to make the most of their resources and fulfill their missions, thereby generating value for those they serve.
Crafting precise and feasible forecasts are key to the success of nonprofit organizations, regardless of their size, from local charities delivering essential services to the largest entities making a global impact.
AUDIT SUPPORT
There's no margin of error when it comes to audits. Your board and your sponsors need to know you're getting it right. Many of our clients conduct a yearly audit to assure their board and sponsors with verified financial reports. Our dedicated team takes care of generating most of the audit schedules and is always ready to assist you in your conversations with your auditor.
THE HELP YOU NEED WHEN YOU NEED IT
Sutro Li is a team that will help you grow, and grow with you. Whether you need capacity or specialization, Sutro Li is there. When a full-time financial manager's skills are either too costly, not necessary or simply hard to find, we're here to offer the accounting expertise your organization needs to keep going strong. We can step-in for a senior role, help you develop your junior person, or be your entire finance team. We've got you covered.
TECHNOLOGY ASSESSMENT AND IMPLEMENTATION
We’re technology agnostic. Whatever software you need to keep your organization moving, we’ll help you select the best tools, help you implement it, and get your team up and running.
“Sutro Li is the perfect antidote to nonprofit directors that have been thrown into the role of CFO with little or no training. Both knowledgeable and low-key, the Sutro Li team builds the financial acumen and confidence of their clients in a no-stress kind of way. ”