Equiledge Services

Accounting Built Around the Way Nonprofits Actually Work

Each service reflects a specific challenge nonprofits face — fund-level recordkeeping, annual compliance, and board reporting. We offer them as distinct engagements so your organization can start where the need is greatest.

Three Services, One Focus

Equiledge works exclusively with nonprofit and mission-driven organizations. Every service we offer exists because standard accounting approaches tend to fall short for entities managing restricted funds, grant cycles, and public accountability requirements.

Service 01

Fund Accounting & Grant Tracking

$1,800 USD / month

Specialized bookkeeping structured around restricted and unrestricted funds, donor designations, and grant requirements. We maintain fund-level records that allow your organization to report accurately to funders, boards, and oversight bodies.

The service includes monthly fund balance summaries, grant expenditure tracking, and preparation of funder-required financial reports. Designed for charities, foundations, and community organizations with multiple funding sources.

Monthly fund balance summaries by restriction type
Grant expenditure tracking aligned to award budgets
Funder-required financial reports, prepared on schedule
Suitable for organizations with multiple concurrent grants

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Charitable Foundations

Organizations managing endowments, donor-advised funds, or programmatic grants from multiple sources.

Community Organizations

Nonprofits delivering services in specific communities, often with government or foundation grants tied to defined outcomes.

Growing Nonprofits

Organizations that have recently received their first significant grants and need structured fund accounting to meet funder expectations.

Service 02

Annual Compliance & Reporting

$2,200 USD / year

Preparation of annual information returns and compliance filings required of tax-exempt organizations. We gather financial data, prepare the necessary forms, and review governance and policy disclosures for accuracy.

Includes preparation of public disclosure documents and filing with relevant authorities. Suitable for established nonprofits seeking confidence in their annual regulatory obligations.

Annual information return preparation and filing review
Governance and policy disclosure review for accuracy
Public disclosure document preparation
Filing coordination with relevant regulatory bodies

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Established Nonprofits

Organizations with several years of 501(c)(3) or equivalent status looking for a consistent, reliable compliance partner.

Annual Filers

Organizations that have found their prior returns contained errors or omissions — and want to approach the next filing cycle with greater care.

Governance-Focused Boards

Leadership teams that want to ensure their public disclosures accurately reflect organizational policies and board activity.

Service 03

Board-Ready Financial Packages

$900 USD / quarter

Monthly or quarterly financial reporting packages designed specifically for nonprofit board meetings. We prepare statements of financial position, statements of activities, and budget-to-actual comparisons with narrative commentary.

Reports are formatted for non-financial board members, using clear language and visual summaries. The engagement includes a quarterly call to discuss the reporting package before distribution.

Statement of financial position and statement of activities
Budget-to-actual comparisons with written narrative
Formatting designed for non-financial board members
Quarterly review call prior to board distribution

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Active Boards

Boards that meet regularly and want financial materials that are clear, well-organized, and ready to support meaningful discussion.

Volunteer-Led Boards

Organizations where trustees bring mission expertise rather than financial backgrounds — and need reporting that doesn't assume prior accounting knowledge.

Funder-Accountable Orgs

Nonprofits whose funders expect board members to demonstrate active financial oversight — and need documentation to support that record.

Services at a Glance

A brief overview to help you identify where our work fits your current needs.

Service	Frequency	Investment	Primary Purpose
Fund Accounting & Grant Tracking	Monthly	$1,800 / mo	Maintain accurate fund-level records across all revenue streams
Annual Compliance & Reporting	Annual	$2,200 / yr	Prepare and review required regulatory filings and public disclosures
Board-Ready Financial Packages	Quarterly	$900 / qtr	Deliver clear financial reporting for board meetings and governance use

Services may be engaged individually or in combination. Scope and pricing are confirmed during an initial conversation.

How an Engagement Typically Begins

We take time to understand your organization before any work begins.

Initial Conversation

We speak with you about your organization's structure, funding sources, and current accounting practices. No preparation is required on your end.

Scope Discussion

Based on what we learn, we describe which services appear most relevant and discuss how the engagement would be structured in practice.

Onboarding

If you choose to proceed, we handle the transition carefully — reviewing existing records, setting up systems, and establishing reporting rhythms that fit your calendar.

Ready to Talk Through Your Situation?

We're happy to answer questions about any of our services — or to help you think through which engagement might make the most sense for where your organization is right now.

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