Financial clarity from grant award to board decision.
Accounting, grant finance, indirect cost recovery, audit readiness, controller, and fractional CFO support for nonprofits that need their grant budgets, payroll allocations, reimbursement requests, restricted funding, financial statements, board reporting, and audit support to tell one consistent story.
Finance built for mission-driven complexity
Compliance does not live in a grant file. It lives in the transactions.
Nonprofit finance connects funding restrictions, approved budgets, payroll, purchasing, cost allocation, reimbursement requests, restricted net assets, cash flow, audit support, and board oversight. AnchorPoint helps organizations build the accounting systems, reconciliations, schedules, internal controls, and management reporting needed to manage that complexity with confidence.
Grant finance and compliance
Connect award terms, grant budgets, payroll and expense allocations, reimbursement requests, supporting documentation, and the general ledger so financial reporting is consistent and defensible.
Full-cost recovery
Strengthen indirect cost strategy, allocation methodology, cost policies, and NICRA readiness so programs are positioned to recover a fair and supportable share of organizational infrastructure.
Financial leadership
Turn reliable accounting into cash forecasts, budget decisions, board-ready reporting, stronger controls, sustainability analysis, and better executive decisions.
From funding source to financial statement
Nonprofit finance is a chain of connected systems.
AnchorPoint focuses on the handoffs where funding requirements become accounting activity and management information. The goal is more than a clean set of books. It is a finance function that can explain where resources came from, how they were used, what costs remain unrecovered, what cash is available, and what leadership needs to decide next.
Grant budgets and reimbursement
Connect approved budgets, personnel plans, fringe, OTPS, subcontract activity, drawdowns, vouchers, reimbursement requests, and the general ledger.
Restricted funding and revenue
Strengthen tracking of purpose and time restrictions, grant receivables, advances, releases from restriction, program spending, and funding-source balances.
Payroll and cost allocation
Build consistent methods for allocating salaries, fringe, occupancy, shared services, and other common costs across programs, grants, and organizational functions.
Indirect cost recovery and NICRA
Review indirect cost strategy, direct and indirect cost treatment, allocation bases, unallowable costs, cost policies, rate development, supporting schedules, and cognizant agency requirements.
Audit and Form 990 readiness
Create reliable reconciliations, rollforwards, grant schedules, functional expense support, year-end workpapers, management-ready drafts, and cleaner handoffs to external auditors and tax professionals.
Board and executive reporting
Give leadership timely visibility into cash, liquidity, budget performance, grant exposure, receivables, restricted balances, cost recovery, financial risk, and organizational sustainability.
Start with clarity
Financial Health Review & Audit Readiness Assessment
A focused assessment of the reporting, close process, balance sheet, cash flow, grant accounting, internal controls, budget structure, and year-end support that leadership relies on. The engagement identifies priority risks and translates them into a practical action plan.
The AnchorPoint framework
Trace. Allocate. Reconcile. Recover. Report. Advise.
Our approach follows financial activity from funding source and program purpose through the accounting records and into the reports used by funders, auditors, boards, executives, and regulators. Each step is designed to improve clarity, accountability, cost recovery, and decision-making.
Trace
Connect award terms, contracts, budgets, source documents, payroll, purchasing, accounting entries, reimbursement activity, and financial reports.
Allocate
Apply consistent, documented methods to salaries, fringe, occupancy, shared services, and other common costs across grants, programs, and functions.
Reconcile
Compare grants, receivables, advances, restricted balances, payroll, cash, reimbursement requests, subsidiary schedules, and the GL so differences are investigated and documented.
Recover
Identify opportunities to recover the true cost of programs through stronger grant budgets, indirect cost treatment, cost allocation, and negotiated rate strategy.
Report
Produce clear financial statements, budget reports, grant schedules, board materials, audit support, and tax-preparation support from one reliable financial record.
Advise
Use reliable information to support liquidity, sustainability, growth, staffing, funding strategy, risk management, and executive decisions.
Flagship specialty
Recover the true cost of federally funded work.
A negotiated indirect cost rate can be a strategic financial tool, but the proposal has to be built from reliable accounting data, supportable cost treatment, a defensible allocation methodology, and a coherent narrative. AnchorPoint supports organizations from readiness assessment through proposal development, supporting schedules, submission, and agency follow-up.
NICRA Readiness Assessment
Starting at $5,000
Technical and data-readiness review covering audited statements, general ledger structure, cost pools, allocation bases, fringe treatment, unallowable costs, current rate status, cognizant agency considerations, and proposal readiness.
First-Time NICRA Proposal
Starting at $45,000
Part I narrative, Part II schedules, indirect cost rate development, supporting documentation, cost policy support, SEFA alignment, submission package, and agency follow-up. Pricing increases with size and complexity.
NICRA Renewal
Starting at $30,000
Updated rate development, refreshed schedules and supporting documentation, review of changed cost structures and allocation bases, renewal package preparation, submission, and agency follow-up.
Ongoing finance support
Accounting discipline and financial leadership that grow with the organization.
Ongoing engagements combine a reliable close process with grant accounting, reconciliations, budget monitoring, cash visibility, board reporting, internal-control observations, and senior-level decision support. Scope is tailored to the organization's size, funding model, programs, systems, internal team, and reporting needs.
Monthly Bookkeeping & Financial Reporting
Starting at $1,500/month
Disciplined monthly accounting for organizations that need accurate books, consistent reconciliations, useful reports, and stronger year-end readiness.
- Bank and credit-card reconciliations
- Revenue and expense coding review
- Recurring adjusting entries
- Month-end close
- Statement of Financial Position
- Statement of Activities
- Statement of Functional Expenses
- Budget-to-actual reporting
- Grant and restricted-fund schedule support
- Year-end reporting support
Controller & Fractional CFO Support
Starting at $3,500/month
Senior-level financial oversight and decision support for organizations whose operating complexity has outgrown basic bookkeeping.
- Monthly financial review
- Cash flow forecasting and liquidity planning
- Budget monitoring and scenario analysis
- Grant and receivable oversight
- Full-cost and indirect-cost strategy
- Board and finance committee reporting
- Internal-control observations and remediation planning
- Audit and year-end coordination
- Growth, transition, and sustainability planning
- Executive decision support
Specialized projects and leadership support
Focused expertise for the moments when nonprofit finance gets complicated.
AnchorPoint also supports nonprofits, funders, and leadership teams through specialized projects that connect financial information to compliance, governance, organizational capacity, and mission impact.
Form 990 Preparation
Financial statement and schedule review, Form 990 or 990-EZ preparation, management draft, filing support, and optional board summary or presentation. Starting at $1,200.
Grant Budgeting & Budget Narratives
Funder-ready budgets, personnel and fringe calculations, indirect cost treatment, budget narratives, funder templates, multi-year models, and program-budget alignment. $200/hour or fixed fee.
Board Retreats & Finance Facilitation
Finance education, financial overview presentations, sustainability discussion, strategy facilitation, and decision support for boards and finance committees. Starting at $4,000.
Workshops & Training
Practical training on financial statements, budgeting, grant finance, restricted funds, internal controls, audit readiness, and board responsibilities. $1,500 virtual; in-person starting at $4,000.
Executive Coaching
One-on-one support for nonprofit leaders building financial confidence, preparing for board conversations, navigating growth, or leading through transition. $350/session or $1,650 for five sessions.
Funder & Evaluation Services
Grant application financial review, budget feasibility, capacity and risk assessment, sustainability analysis, program evaluation design, measurement frameworks, data strategy, and implementation support.
Built from operating experience
Nonprofit finance expertise from inside the work.
AnchorPoint brings together transactional understanding and executive-level finance leadership. We understand the pressure of government grants, reimbursement contracts, restricted funding, cost allocation, audits, board reporting, cash flow, and mission accountability because these are operating realities, not abstract consulting topics. Our role is to connect the details of the accounting record to the decisions leaders, boards, funders, and auditors need to make.
A stronger finance function
Make the funding model, the accounting records, and the mission tell the same story.
When grant budgets, payroll and cost allocations, reimbursement requests, restricted funding, cash flow, the general ledger, financial statements, audit schedules, and board reporting work together, leadership gets more than cleaner books. It gets a finance function built for accountability, full-cost recovery, sustainability, and confident decision-making.
Important: AnchorPoint provides accounting, financial reporting, grant finance and compliance support, indirect cost rate proposal support, internal-control advisory, and CFO services. We do not provide legal advice or audit, review, compilation, or other attest services. Tax filing positions and legal interpretations should be addressed with the appropriate qualified professionals.