How it runs for nonprofits, charities and associations
Pledges receivable are tracked by donor with due dates. The aged receivables report reaches the finance director weekly with cash expected by week.
What is accounts receivable outsourcing?
Accounts receivable outsourcing means a remote team manages the money your customers owe you: tracking invoices from issue to payment, sending statements and reminders, logging disputes, and reporting aging and days sales outstanding. The provider works inside your accounting software under your brand. You keep the customer relationship and decide on credits, holds and escalations.
What we handle for nonprofits, charities and associations
- Track government claims through portal status until payment is scheduled
- Follow up grant installments tied to report acceptance
- Send member and sponsor reminders on a cadence you approve
- Age pledges receivable by donor and due date
- Report cash expected by week to support payroll and program planning
The KPI that matters here
Government and grant receivables past 90 days below 10% of the total, with every past-due claim carrying a logged portal status.
Nonprofits compliance notes
IRS Form 990 data (US)
Tax-exempt organizations file Form 990, 990-EZ or 990-N depending on gross receipts and assets, by the 15th day of the fifth month after year-end. We prepare the underlying data: revenue by source, functional expenses by program, management and fundraising, net assets by restriction, and officer compensation schedules. Your CPA reviews and files the return; we provide preparation support only.
Restricted versus unrestricted funds
Under ASU 2016-14, net assets are presented with donor restrictions and without donor restrictions, and restrictions are released when the purpose or time condition is met. We track each restricted gift and grant from receipt to release in the ledger, so the statement of activities and the notes show releases with support rather than estimates.
Charity Commission (England and Wales)
Registered charities with income over £25,000 must file an annual return and accounts within 10 months of the financial year-end, and those above the audit threshold need an independent examination or audit. We keep the books to Charities SORP categories where the charity reports on an accruals basis, and assemble the figures for the trustees' annual report. The trustees and their examiner or auditor remain responsible for the filing.
ACNC (Australia)
Charities registered with the Australian Charities and Not-for-profits Commission lodge an Annual Information Statement within six months of year-end, with financial reporting obligations that rise with size. We prepare the financial figures and, where the charity is registered for GST, the BAS workpapers for your TPB-registered BAS agent or accountant. We do not lodge the statement or the BAS.
Nonprofits software we work in
- QuickBooks Online
- Xero
- Sage Intacct
- Bill.com
- Stripe
- PayPal
- Gusto
- Bloomerang
- DonorPerfect
- Neon CRM
- All 50 platforms
More for nonprofits, charities and associations
Other services for nonprofits
Accounts receivable in other industries
Frequently asked questions
How do you chase a government agency that pays late?
By status, not by pressure. Each claim is tracked in the agency portal or by reference, and when it stalls the billing agent contacts the contract manager to find out whether it is missing documentation, awaiting approval or queued for payment. Missing items are fixed the same day. The finance director sees the status of every claim in the weekly report.
Do you track pledges as receivables?
Unconditional pledges are recorded as receivables when made, aged by due date and reminded gently on a schedule your development team approves. Conditional pledges are tracked outside the ledger until the condition is met. The pledge schedule feeds the statement of financial position and the allowance for uncollectible pledges your auditor expects.
Will you call our donors about unpaid pledges?
Only if you ask us to, and only in the tone your development team sets. Most organizations prefer that pledge reminders come from development staff, so we prepare the list, the amounts and the history and hand it over. For members and sponsors, courteous first-party reminders and calls under your name are standard.
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