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Questions? Get Your Answer
Find answers to common questions about our services, process, and support. We’re here to help you with clear and helpful information.
Our standard package covers monthly reconciliations, transaction categorization, financial statements (Budget vs. Actual, Balance Sheet, and Profit & Loss), and support. We’ll also flag any issues that need board or management attention.
We only serve nonprofits, so we understand your unique challenges—like restricted funds, grant compliance, board reporting, and 990 filings. Our services and advice are tailored for mission-driven organizations, not just generic small businesses.
Our founder, Trent Foster, has 25+ years of nonprofit accounting experience and has led not-for-profit practices as the Partner In Charge of NonProfits at major firms. We’re experts in fund accounting, donor restrictions, grant tracking, and nonprofit compliance.
Yes. We prepare all forms of the 990 (990, 990EZ, 990N, 990PF) and offer an audit prep package that can save your team up to 50 hours during audit season.
We use secure, encrypted tools for all data transfer and access. Only authorized team members handle your information, and we follow strict confidentiality protocols.
We’ll need secure access to your QuickBooks, bank, and credit card accounts, plus a short onboarding call to understand your processes and goals. We make onboarding as simple and painless as possible.
Yes! While we’re based in Texas, we serve nonprofits nationwide—including California and other states. All services can be delivered remotely.
We design your bookkeeping and documentation processes for audit readiness from day one. Our monthly reconciliations, organized record-keeping, and detailed audit prep package ensure you’re always ready for board review, grant applications, or audits—no last-minute scrambling.
Yes! We offer advanced CFO/Controller services for organizations that need budgeting, forecasting, and custom board reports. Our experience with nonprofit boards means your leadership will always have clear, actionable financial insights.
We work exclusively with 501(c)(3) organizations, including social service agencies, healthcare, education, and faith-based groups. Our clients range from $100K to $5M in annual revenue, but we also support both smaller startups and larger, more complex organizations.
We offer transparent, value-based pricing starting at $525/month with no long-term contracts. Packages are tailored to your organization’s size, transaction volume, and service needs—so you only pay for what you actually use.
You’ll always work directly with Trent or a dedicated YNAT team member—no call centers or generic help desks. Fast, personal support is our standard.
Absolutely. We specialize in QuickBooks Online setup, clean-up, and migrations. We’ll get your records organized and optimized for nonprofit reporting.
Most clients are fully onboarded within 1-3 weeks. We handle all the heavy lifting—QBO access, bank/credit card setup, and a quick process review—so you can stay focused on your mission.
We’re experts in nonprofit fund accounting. We set up your Chart of Accounts and class tracking in QuickBooks to accurately manage restricted funds, grants, and donor-restricted gifts, ensuring compliance and easy reporting for grants or board presentations.
Our audit prep package includes a detailed Excel workbook and checklist tailored for nonprofit audits. We proactively gather and organize all required documentation, saving your team and auditors up to 50 hours and reducing audit costs and stress.
We offer scalable services—whether you’re adding programs, winning new grants, or growing your team, we can adjust your bookkeeping and reporting to match your needs, with no long-term contracts.
You’ll receive a 24-hour response commitment for all questions. Urgent requests are prioritized by deadline and importance. You’ll always have direct access to Trent, not a generic help desk.
