Book With Me

Dear NC non-profits (and even non-profits in the other 49 states),

Please take some time out of your day to fill out a survey (5-10 minutes max) to help Pro Financial Fitness understand if PFF can meet your business needs. Thank you for your time.

https://docs.google.com/forms/d/e/1FAIpQLSdVRvHQ_Hzy_bQAjSi6yA6XBuEWKVc-B5iCgTrwQNNbLh8uzw/viewform?usp=send_form.

Work with our financial guidance to run your non-profit effectively
Budget planning concept, Accountant is calculating company's annual tax. Calendar 2020 and personal income tax forms for those who have income under US law placed on office desk.

Every day, North Carolina non-profits face new challenges and, likewise, new opportunities. Pro Financial Fitness helps you increase your organization’s success by teaching you how to work more efficiently. We seek to teach people how to transform their finances and processes with our comprehensive tax and accounting services in Chapel Hill, NC. Learn from our knowledgeable staff on how to run your non-profit smoothly.

What We Do

Payroll & Sales Tax Refund

Need top-notch payroll skills and sales tax expertise but can’t hire someone full time? We will train and educate you or provide payroll and sales tax refund services for your non-profit.

This includes:

  • Assist with filing your sales tax refund
  • Manage your payroll and payroll taxes
Bookkeeping and Accounting

Does your organization receive a list of audit issues that need to be fixed? We can assist with day-to-day operational tasks, create policies and procedures, process payroll, perform monthly reconciliations, create financial reports.

This includes:

  • Financial Training for your Bookkeeper/ Accountant. This is also available for Executive Directors, and Board of Directors
  • Manage your bookkeeping and/or accounting
  • Assist your Bookkeeper/ Accountant working with your auditors
Training/ Consulting

Consulting/ Training for Bookkeeping/ Accounting staff, Executive Directors, and Board of Directors.

This includes:

  • Financial Training for your Executive Director and Board of Directors
  • Consulting with Executive Director and Board of Directors
Board and Staff Retreats

Board and Staff Retreats are done to address challenges an organization faces and create plans to tackle work responsibilities and expectations in the coming year.

What Sets Us Apart

We specialize in financial strategies tailored to the needs of non-profits. Our team understands the complexities of grant tracking, donor contributions, and compliance, ensuring your organization remains financially sound while focusing on its mission.

What Sets Us Apart

We don’t just offer accounting services—we provide financial education and hands-on support to help non-profits thrive. Our approach includes:

  • Tax Compliance & Strategy: Ensure your non-profit remains in good standing with the IRS through expert tax planning and reporting.
  • Accounting & Bookkeeping: Gain clarity on financial statements, donor contributions, and operational costs with accurate bookkeeping.
  • Operational Efficiency: Optimize financial processes to reduce administrative burdens and improve resource allocation.

Comprehensive Financial Support for Non-Profits

Whether you’re launching a new organization or looking to refine existing processes, our team offers tailored solutions to fit your needs. From budget planning to financial reporting, we equip non-profits with the right strategies to maintain financial health and sustainability.

BASIC TRAINING

ACCOUNT RECONCILIATION AND REPORTING
Data entry of your Transactions into Pro Financial Fitness’s (or Your) Accounting System
Monthly reconciliation of bank, credit card, and loan accounts
Monthly Profit & Loss and Balance Sheet reporting
SUPPORT
Unlimited email support
Dedicated account management team
$700/mo

BUILDING STRENGTH

EVERYTHING IN BASIC TRAINING PLUS
PAYROLL SERVICES
Bi-weekly, Bi-monthly, or Monthly Payroll Services
Employee Onboarding
BILL PAYMENT SERVICES
Bi-weekly bill payment services
SUPPORT
Unlimited email support
Dedicated account management team
Monthly account review video conference
$1,400 /mo

EVERYTHING IN BUILDING STRENGTH PLUS

Upgrade to Weekly BILL PAYMENT SERVICES
SALES TAX REFUND FILING
EXPANDED CFO SERVICES
Weekly Financial Coaching
Weekly Cashflow Management
SUPPORT
Unlimited support via dedicated ZOOM channel (or another software)
$2000/mo

Clients can pay Pro Financial Fitness via the following ways:

  1. Write a check to “Pro Financial Fitness” and mail it to “Pro Financial Fitness, 105 St. Ayers Way, Chapel Hill, NC 27517”
  2. Go to https://www.paypal.com/paypalme/profinancialfitness. Log into your organization’s PayPal account and pay the invoice amount.
  3. Open your Zelle® app, enter the email address mark@profinancialfitness.com, and enter the invoice amount.
  4. If you want to pay your invoices via bank accounts and debit/credit cards, then please ask Pro Financial Fitness to create (and send your) invoice through Stripe.com
  5. Via Venmo – Search for our display name Pro Financial Fitness or Search for the business name @profinancialfitness

Let your journey begin! We’ll start by reviewing your current books to see what’s working and what’s not. Based on our findings, you’ll receive a comprehensive report of how we can improve your processes to reach financial health.Feel free to reach out to us at mark@profinancialfitness.com.

Nonprofit Informational Returns

Each year, every nonprofit organization is required to complete and submit a 990 informational return to the IRS. There are three different levels of information required based on the size of your organization. We can identify which version of the 990 you need and prepare and submit the 990 to the IRS on your behalf based on the financial information you provide to us and ensure the information is filed timely to avoid late filing penalties and interest.

Does your organization have revenue streams that fall into the category of unrelated business income? If so, revenues from these areas can generate an income tax liability if they are activities unrelated to the primary mission of the nonprofit organization. We can help identify those areas and work with you to identify all related expenses in order to minimize any tax liability through our financial services in North Carolina.

990 N – Free (Organizations with gross receipts under $50,000)
990 EZ = $1,000.00 (Organizations with gross receipts from $50,000.01 to $200,000)
990 – $2,000.00 (Organizations with gross receipts from $200,000.01 and up)

Pre-Audit Services

Is your organization about to have an audit for the first time? Does your organization have to have an audit and your auditors have found significant deficiencies or material weaknesses in internal control in previous years that need to be addressed? Does your organization have improper segregation of duties due to the small size of staff on hand?

If you answered yes to any of the questions above, we can be part of your team that works together to ensure that you are prepared for the auditors when they come in and that they get the information they need in order to help get clean audit with no significant audit findings.

The cost for this service depends on various factors, from how big or small your organization, how many bank accounts and credit card accounts that you currently have, if you have trust accounts, etc. – So please set up a meeting with Pro Financial Fitness and discuss your organization’s situation and a fee will be provided to you for this service after that discussion.

All-Day Financial Boot Camp

Financial Training for your Board of Directors ($2,500.00)

Frequently Asked Questions

What is the most common tax compliance issue non-profits face?
One of the most common tax compliance issues for non-profits is failing to file the correct version of Form 990 with the IRS. The size and revenue of an organization determine whether it must file Form 990-N, 990-EZ, or 990. Missing filing deadlines can result in penalties or loss of tax-exempt status. Another issue is misunderstanding what qualifies as unrelated business income (UBI), which can lead to unexpected tax liabilities if not properly documented and reported.
How does tax-exempt status impact a non-profit’s tax obligations?
While tax-exempt status generally means a non-profit does not pay federal income taxes, it does not exempt the organization from all tax obligations. For example, non-profits must still pay employment taxes for staff, sales tax on certain purchases depending on state laws, and income tax on revenue from activities unrelated to their primary mission. Additionally, maintaining tax-exempt status requires compliance with IRS reporting requirements, including proper documentation of charitable contributions and public support.
How can a non-profit ensure compliance with IRS regulations?
Ensuring compliance with IRS regulations requires maintaining accurate financial records, filing the appropriate version of Form 990 on time, and properly classifying all income sources. Non-profits should also keep documentation of their charitable mission, board meeting minutes, and fundraising activities. Regular financial reviews and consulting with a tax professional can help address any compliance risks before they become larger issues.
How often should a non-profit review its financial statements?
A non-profit should review financial statements monthly to ensure accuracy and address any discrepancies. Quarterly reviews help identify trends in income and expenses, allowing leadership to make informed decisions. Annual financial reviews, preferably conducted with the assistance of an accountant, provide a comprehensive overview of the organization’s fiscal health. Regular reviews help prevent fraud, maintain financial stability, and ensure compliance with funding requirements.
What financial policies should every non-profit have?
Every non-profit should have policies covering financial oversight, expense approvals, donation tracking, and budget management. A conflict-of-interest policy is also essential to prevent financial misconduct. Clear guidelines on reimbursement, credit card usage, and grant fund allocation help maintain accountability. Establishing strong financial controls ensures that funds are used responsibly and in alignment with the organization’s goals.

Strengthen Your Non-Profit’s Financial Health

Partner with Pro Financial Fitness to navigate your financial challenges with confidence. Contact Us today to learn how our tailored services can support your mission.