Rooled logo Rooled logo

Transforming Nonprofit Financial Management with Rooled

Empowering Nonprofits to Focus on Your Mission Talk to us

Supporting Nonprofits with Financial Expertise That Drives Impact

Nonprofits operate in a complex financial landscape, balancing mission-driven goals with stringent compliance requirements and donor accountability. Rooled specializes in providing accounting and financial solutions for nonprofits, enabling you to focus on your cause while we handle the numbers. From managing grants and restricted funds to ensuring audit readiness, our services are tailored to the unique challenges nonprofits face. With Rooled as your financial partner, you can achieve greater transparency, efficiency, and impact.

Why Nonprofits Choose Rooled

Strategic Financial Solutions for Nonprofit Success

At Rooled, we understand that financial health is crucial to achieving your mission.

Nonprofits choose us because we bring a unique combination of industry expertise, technological innovation, and personalized service to the table.

Whether you’re navigating the complexities of grant accounting or preparing for an annual audit, our team ensures your financial operations run smoothly and effectively.

With Rooled’s support, your nonprofit gains the insights and tools needed to maximize resources and maintain donor trust.

  • Expert Grant Management

    Navigating the complexities of grant accounting is challenging, but Rooled makes it simple. We ensure proper tracking, compliance with donor restrictions, and maximization of funding to support your mission-driven programs.

  • Transparent Financial Reporting

    Donor trust relies on accurate reporting. We provide clear, comprehensive financial statements that demonstrate accountability and give stakeholders confidence in your nonprofit’s financial health.

  • Mastery of Compliance Requirements

    Staying compliant with nonprofit-specific regulations, such as Form 990 and audit requirements, is crucial. Our team ensures you meet every deadline and stay fully aligned with federal and state laws.

  • Customized Budgeting and Planning

    Effective resource allocation is key to maximizing impact. We help you create tailored budgets and financial plans that align with your mission and adapt to the changing needs of your organization.

  • Scalable Solutions for Growth

    As your nonprofit grows, so do your financial challenges. Rooled offers scalable solutions to support your expansion, from managing increased funding to streamlining operational complexities.

Having a precise financial model allowed us to identify which metrics were working or not every single month. Thanks to Rooled, we always hit or even beat our plan every year. Haroon Mokhtarzada CEO, Rocket Money
I can have a strategic conversation on the financial impacts of a decision and then see it tactically implemented—all within an hour or two. Rooled helps make this possible. Darren Feher CEO, Vizbee
Outsourcing to Rooled was an easy decision. Their experience with similar companies and approach to financial management gave us confidence they were the right partners. Jimmy Chen CEO, Propel

Our Services for Nonprofits

Comprehensive Financial Solutions Tailored to Nonprofit Needs

Nonprofits require financial solutions that are as mission-driven as they are.

Rooled offers a full suite of services designed to address the unique challenges nonprofits face, from ensuring compliance with IRS regulations to managing in-kind contributions and restricted funds.

We take the complexity out of financial management, allowing your organization to focus on creating meaningful change.

  • Outsourced CFO Services for Nonprofits

    Gain strategic financial insights with our outsourced CFO services. From cash flow analysis to long-term planning, we provide the guidance nonprofits need to make data-driven decisions.

  • Grant and Fund Accounting

    Properly managing restricted and unrestricted funds is critical. We specialize in grant tracking, fund allocation, and compliance reporting to ensure every dollar is accounted for.

  • Nonprofit Tax Preparation and Compliance (Including Form 990)

    Simplify your nonprofit tax filings with our expert support. We prepare and file Form 990 and other tax documents, helping you maintain compliance and avoid costly errors.

  • Audit Readiness and Support

    Preparing for an audit can be stressful, but Rooled has you covered. We organize your financial records, strengthen internal controls, and ensure your nonprofit is audit-ready year-round.

  • Financial Planning and Cash Flow Management

    Cash flow is the lifeline of any nonprofit. We provide forecasting and planning tools to help you maintain stability, prepare for challenges, and seize new opportunities.

No one should feel intimidated by finance and accounting regulations.

From grant accounting to audit readiness, Rooled provides tailored solutions that let you achieve more. Let’s Talk about your nonprofit’s needs.

Empower Your Nonprofit with Rooled’s Expertise.

Frequently Asked Questions

  • How Does Rooled Help Nonprofits Manage Grants?

    We provide comprehensive grant accounting support, ensuring accurate tracking, compliance with donor restrictions, and maximized use of funds.

  • Can Rooled Help Nonprofits Prepare for Audits?

    Yes! Our audit readiness services ensure your financial records, internal controls, and compliance requirements are in top shape for any audit scenario.

  • What Makes Rooled a Trusted Partner for Nonprofits?

    We combine deep expertise in nonprofit financial management with tailored solutions that adapt to your organization’s unique goals and challenges.

  • Does Rooled Work with Small and Growing Nonprofits?

    Absolutely. Whether you’re an established organization or a nonprofit just starting out, our scalable solutions grow alongside you.

Your Mission, Our Financial Expertise

Focus on your mission while we handle the numbers. Contact us today to learn how Rooled can support your nonprofit’s financial health.

Simplify Financial Management, Amplify Impact.