Our Services Include:
- Advisory CFO Services: We equip your leaders with financial insight to budget by fund, track programs, and stay grant- and audit-ready.
- Financial System Transformation: We use Sage Intacct to automate accounting, cut errors, and streamline fund tracking and compliance.
- Reporting and Analysis Services: See real-time fund balances, budgets, and program impact with dashboards built for board and donor reporting.
- Transaction Recording: We handle daily fund accounting—recording, tagging, and reporting donations and grants to meet nonprofit standards.
Why Sage Intacct for Fund Accounting?
Sage Intacct is built from the ground up to support nonprofit fund accounting, with automation and visibility designed to meet your operational and regulatory needs.- True fund accounting structure Separate funds by purpose, restriction, program, or donor—with automated tracking and reporting.
- Automated allocations Accurately allocate shared expenses across programs or funds using customizable rules.
- Multi-dimensional reporting Slice and dice financials by location, department, project, or funding source—no spreadsheets needed.
- Audit-ready financials Gain peace of mind with a system built to support FASB and GAAP compliance.
The Benefits of Partnering with Team Carey
- Reduce risk and manual errors Our experienced nonprofit accountants handle the complexities of fund management so you can focus on impact.
- Lower operational costs Save time and money by outsourcing fund accounting to a team that knows your world and your software.
- Faster, better decision-making Real-time insights help you stay proactive—whether reallocating resources or preparing for a grant cycle.
- Scalability for growth As your organization grows in size or complexity, our services and Sage Intacct scale right along with you.
Power Your Mission with Purpose-Built Fund Accounting
With Team Carey and Sage Intacct, you get more than software—you gain a strategic partner who understands the nuances of nonprofit fund accounting. Together, we help you maintain compliance, build trust with funders, and make smarter financial decisions that amplify your mission.Sage Intacct Resources
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