Board-ready books, without the admin burden.
Whether bookkeeping falls to an in-house hire or gets squeezed in between program work, Trellis takes it off your plate — for a fraction of the cost of hiring in-house, so your team spends more time on your mission and less on admin.
You're the Executive Director. That quietly makes you the CFO too.
Most nonprofits this size don't have a bad bookkeeper — they don't have anyone in that role at all. Whoever files your 990 almost certainly isn't the same person reviewing your books the other eleven months of the year.
- not You don't have a live answer on cash on hand or how every restricted fund is tracking — you find out it's tight once it's already tight.
- not One unexpected number in a board meeting can undo months of trust, and there's no one else positioned to catch it first.
- not Audit season turns into weeks of pulling documents and answering your auditor's questions — time that comes straight out of programs, not off the top of a well-organized process.
One service, done well — not a dozen things done adequately.
Trellis stays out of audit and tax work today — but our team has sat on the other side of the table as nonprofit auditors. We know exactly what makes an audit fast, and we build your books that way from month one.
Monthly bookkeeping
Bank and card reconciliation, transaction categorization, and a clean monthly close — every month, on a set schedule.
Fund & grant tracking
Restricted vs. unrestricted funds tracked correctly in QuickBooks Online Class/Location, mapped to your actual programs and grants.
Board-ready reports
A board financial packet designed for your board and stakeholders, not a raw QuickBooks export.
Audit & 990 readiness
We organize your books the way an auditor actually wants to see them — because our team has been on the other side of that table, auditing nonprofits just like yours.
From first call to your first board-ready close.
Discovery call
20 minutes on your current setup, funding sources, and what's actually breaking down today.
Onboarding
We set up (or clean up) your QuickBooks Online chart of accounts and fund structure — no disruption to your current reporting.
Monthly close
Reconciliation, categorization, and fund tracking handled every month, reviewed by our dedicated accounting professional before anything reaches you.
Board-ready delivery
Clean financial statements land in your inbox on a set schedule — ready for your board packet, not just your files.
One flat monthly fee. No hourly surprises.
Most Washington nonprofits with a $500K–$2M annual budget land in the $800–$1,800/month range. Your exact fee depends on grant count, transaction volume, and program complexity — we'll give you a firm number on the discovery call, not after a lengthy proposal process.
No long-term contract required to start. If your books need cleanup before we can begin monthly work, that's quoted separately and upfront — never buried in the first invoice.
Book a call- Monthly reconciliation, all accounts
- Fund & grant tracking in QuickBooks Online
- Board-ready financial statements
- Audit & 990 readiness
- Reviewed by a dedicated accounting professional
Nonprofit-only, on purpose.
Trellis doesn't do audits, doesn't do tax returns, and doesn't take on for-profit clients. That's deliberate — every process, every review step, and every hour of training is built around one thing: nonprofit fund accounting, done consistently, every month.
Let's look at your books together.
20 minutes. No pressure, no proposal deck — just a straight answer on whether Trellis is a fit.