Accounting, Handled.

Expert help from QuickBooks Online ProAdvisors, CPAs, and seasoned bookkeepers.

We take care of the numbers, the reports, the software headaches, whether you need us in the office or online, our team becomes your accounting department.

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We Specialize in Nonprofits

We’ve worked with San Francisco Bay Area nonprofits for years, collaborating with operations teams and prepping for monthly review meetings. We know what it takes to keep things running smoothly behind the scenes, especially when you're juggling programs, grants, and a thousand moving parts.

How We Can Help You:

✔ Set up bill pay and invoicing.

✔ Work with development to record donations and grants accurately.

✔ Train and work with staff to accurately code and monitor expenses for their program budget.

✔ Create a paperless, cloud-based workflow to help you, your staff and board keep up to date with your financials.

✔ Prepare financial reports including budget vs. actuals and cash forecasting for the management team.

✔ Consult with Executive Director and Board Treasurer to prepare the treasurer’s reports.

✔ Be the liaison with the audit firm to prepare all audit schedules for audit and 990.

✔ Bring our experience working with nonprofit boards and with outside audit firms to prepare your books for your audit and tax return.

How It Works

We’ll keep your books in order, your reports on point, and your team spreadsheet-free.

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Reach out and tell us what you need help with.

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Meet with us (in your office or online) to make a plan.

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Hand off the accounting and get your books clear.

Get Started

What Our Clients Say

  • We switched to Friedland and Associates about 6 months ago and I've never looked back.

    Their reporting tools are just awesome. As a nonprofit, I've received multiple compliments from funders and board members about the quality and helpfulness of their financial reports. They are our trusted financial counsel and I'm grateful for all that they do. I highly recommend this firm.

    — educational nonprofit

  • An outstanding non-profit accounting firm!

    Our experience working with Rachel and Adam has been excellent! They have dramatically improved our accounting process …. They are easy to work with, knowledgeable and very responsive to our needs.

    — church

  • Knowledgeable nonprofit partner

    Friedland + Associates has been a trusted partner for our nonprofit organization for almost two years. They are knowledgeable, patient, responsive, and affordable. I highly recommend Friedland + Associates for financial services.

    — educational nonprofit

  • I cannot say enough about how smart, practical and responsive Rachel is.

    “Rachel and her team have handled the books for our one-week summer camp… Rachel's references told me that she was a friendly, responsive, dedicated professional who would not be afraid to roll up her sleeves and dig into complex problems. Indeed, that has been my experience … I cannot say enough about how smart, practical and responsive Rachel is. She's a pleasure to work with.”

    — owner, summer camp

  • Super responsive, understands our "business"

    So great to have Rachel in our corner! Really helped our small(ish) nonprofit - in fact, we hired her at my new organization too! Very helpful - really understands how small nonprofits operate. She helped us tidy up our processes and move us to online services such as Quickbooks. Total confidence in her work!

    — Teresa, accounting and bookkeeping client

  • When we first began working with Rachel, our company was a mess!

    We had been doing our bookkeeping ourselves and were in desperate need of an individual like Rachel to help us set everything straight. With Rachel's help, we are much more organized and can generate reports as necessary, rather than retroactively create them, as we had been doing prior.

    — Zack, technology start-up

  • Rachel is an absolute dream

    We consulted and hired Rachel who has neatened everything up, made our nonprofit more efficient and consistently rescues me from bookkeeping questions and problems with ease! Rachel communicates clearly, efficiently, promptly and balances her knowledge with humor and openness.”

    — performing arts nonprofit

  • Smart, clear, responsive — and she cares

    Rachel's references told me that she was a friendly, responsive, dedicated professional who would not be afraid to roll up her sleeves and dig into complex problems. Indeed, that has been my experience ….. Rachel has not only put our books into proper order, she teaches me continually …. I cannot say enough about how smart, practical and responsive Rachel is.

    — owner, summer camp

  • Rachel and her team are fantastic

    We work particularly closely with Liz Steppe, who's always 100% on top of our books and beyond this, is a pleasure to work with. Liz and Rachel are knowledgeable, extremely quick to respond, and meticulous. They also invest in getting to know us as a team ….. Highly recommend working with Liz and Rachel.”

    — president at higher educational institution

  • Amazing Accountant!

    I have worked with Rachel for 3.5 years and she has been great. She is responsive (often dealing with urgent matters during outside work hours), timely, and provides great advice and input …. Rachel is a great team player and very easy to work with. She is authentic, down to earth and knowledgeable with quickbooks and many other accounting matters.

    — head of school, independent K-8 school

  • Excellent CPA for non-profits

    Our non-profit theater and school has worked with Friedland Associates since December 2021. Rachel and her team are excellent to work with. She has helped us to overhaul and simplify reporting and budgeting systems and to implement enhanced monthly reporting as well as doing our day to day bookkeeping. She is very efficient, reliable and a pleasure to work with.

    — executive director, theater company

FAQs

  • F + A will help you navigate and research the software that is best for you and your organization. Sometimes no software might be the best solution.

  • A CPA has passed a rigorous examination to show their professional competency. CPAs must also meet strict continuing education requirements, undergo peer review, and adhere to a stringent set of ethical standards. Our team includes certified CPAs.

  • After our first few years in business, we decided to stop preparing business and individual tax returns, and now suggest that our clients work with tax professionals who specialize in tax preparation and planning. We can refer you to one of the many professionals in our network depending on your tax needs.  We do prepare the 990 information return for nonprofits.

Let’s Simplify Your Accounting

Whether you need one-time training or a full-service accounting partner, we’re here to help.

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