Bookkeeping and close
- Transaction recording
- Account reconciliations
- A repeatable monthly close
Nonprofits and ministries
Clear financial reporting for responsible stewardship.
We provide bookkeeping, monthly reporting, budgets, cash-flow planning, and Form 990 preparation for nonprofits and ministries in Oklahoma and Texas.
Core support
Keep the financial work current and useful.
We build the recurring accounting and reporting rhythm your leadership needs to understand the organization’s position and plan ahead.
Leadership and board reporting
- Monthly financial statements
- Budget-to-actual context
- Program-level reporting where the records support it
Budgets and cash planning
- Annual operating budgets
- Rolling cash forecasts
- Updates as assumptions change
Finance guidance
- Plain-English explanations
- Preparation for upcoming decisions
- Direct conversations with Brayden
Form 990 and filings
- Form 990 or 990-EZ prepared from the books we keep all year, plus extensions and payroll tax returns
Fund visibility
See how resources are available and being used.
We organize reporting so leadership can distinguish restricted and unrestricted activity, compare actual results with the budget, and see upcoming cash needs more clearly.
What the monthly view can cover
- Organization-wide results
- Program or ministry activity
- Restricted versus unrestricted cash
- Budget variances that need attention
Working with your advisors
Clear roles and coordinated information.
We prepare your Form 990 from the same books we keep each month. When your organization needs an audit or review, we work with your audit firm so they get organized records and the information they request.
Impact Financial does not perform audits, reviews, compilations, or other attestation work, represent organizations before the IRS, or provide legal advice.
How it starts
Begin with the current financial picture.
Initial conversation
Tell us how the books are handled and what leadership needs to understand.
Financial Clarity Review
We review the records, reports, and process, then provide written findings and recommended next steps.
Ongoing support
If it fits, we set up recurring bookkeeping, reporting, and planning around the organization’s needs.
Next step
Let’s talk about the financial information your organization needs.
Share how the books are handled today and what leadership or the board needs to see more clearly.