Open Books FinancialOpen Books Financial

Non-Profit Solutions

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At Open Books Financial, our mission is to improve the effectiveness and efficiency of non-profit organizations. Our bookkeeping, accounting and grant management services cater to the needs of every non-profit.  

Trust us with your financial needs so you are free to better our world.

Get control of your organization's finances today.

Our Accounting Solutions Keep You Accountable!

Discounted Cloud Accounting Software

We offer our non-profit clients cloud software that can be accessed from any device for on-the-go financial tracking.  Did we mention, you get it 50% off?

Accurate Monthly Financials

Our team will compile your key financial statements (statement of financial position, statement of activities) in addition to any other requested key metrics for no additional cost.

Secure Document Management

Our secure client portal allows for seamless and effective receipt, bill, or general document upload.  Use this service free of charge to stay ready in case of an audit!

Yearly 990-Filing
(All Versions)

Whether you file 990-N, 990-EZ, or the full version, our efficient return organizer will help you save 50+ hours in data collection. 

If Your Fiscal Year Ended December 31, 2020, your 990 is due May 17, 2021.

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DID YOU KNOW: Between 2010 and 2017, the IRS revoked the tax-exempt recognition of more than 760,000 nonprofit organizations for failing to file Form 990 returns.

Don't Mess Around With Your Exemption Status.

Our effective bookkeeping and accounting services will keep you in the clear.
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