Nonprofits

At Badger, we understand that your mission as a nonprofit is our north-star. We ensure your books are precise so your organization will be ready for tax season, audits, and grant proposals. We will work together with you to assess your organization’s finance and accounting needs to develop a strategy that strengthens your organization, mission, and vision every step of the way.

We believe that helping nonprofit organizations succeed will lead to a stronger and brighter future for all communities. Through nonprofit financial outsourcing, you will add value to your financial operations while having more time to focus on your mission.

SCHEDULE A CALL

“Badger has in-depth nonprofit industry knowledge and knows how our business runs. They understand requirements for different funders which is pivotal to our business. Since being with Badger, we have received hundreds of thousands of federal funds that we didn’t have previously because our books are in such good shape.”

SHANNON WHITE, CEO GUARDIAN HOUSE

NONPROFIT INDUSTRY SPECIALTIES

COMPLYING WITH COMPLICATED FINANCIAL REPORTING AND REGULATORY REQUIREMENTS
CHANGING FINANCE AND GOVERNANCE MODELS
IDENTIFYING AND PRIORITIZING NEW REVENUE STREAMS

TIGHT BUDGETS AND FEWER VOLUNTEERS
DEMAND FOR GREATER FINANCIAL ACCOUNTABILITY
IDENTIFYING, MANAGING, AND MITIGATING RISKS

PREPARING FOR LEADERSHIP TRANSITIONS
PROTECTING AGAINST THREATS TO DATA, PRIVACY, AND SYSTEM SECURITY

COMPLYING WITH COMPLICATED FINANCIAL REPORTING AND REGULATORY REQUIREMENTS
CHANGING FINANCE AND GOVERNANCE MODELS
IDENTIFYING AND PRIORITIZING NEW REVENUE STREAMS
TIGHT BUDGETS AND FEWER VOLUNTEERS

DEMAND FOR GREATER FINANCIAL ACCOUNTABILITY
IDENTIFYING, MANAGING, AND MITIGATING RISKS
PREPARING FOR LEADERSHIP TRANSITIONS
PROTECTING AGAINST THREATS TO DATA, PRIVACY, AND SYSTEM SECURITY

COMPLYING WITH COMPLICATED FINANCIAL REPORTING AND REGULATORY REQUIREMENTS
CHANGING FINANCE AND GOVERNANCE MODELS
IDENTIFYING AND PRIORITIZING NEW REVENUE STREAMS
TIGHT BUDGETS AND FEWER VOLUNTEERS
DEMAND FOR GREATER FINANCIAL ACCOUNTABILITY
IDENTIFYING, MANAGING, AND MITIGATING RISKS
PREPARING FOR LEADERSHIP TRANSITIONS
PROTECTING AGAINST THREATS TO DATA, PRIVACY, AND SYSTEM SECURITY

Badger proudly serves nonprofits across the Greater San Antonio area. Our services include tax advisory, accounting and bookkeeping, auditing, strategic development, nonprofit tax advisory, and full-service tax preparation.

Donations & Grant Management

Donations and grants are vital to your nonprofit’s operations, providing the necessary resources to help you achieve your mission. By securing an unconditional, conditional, or reimbursable grant, you can support your programs, expand your reach, and make a greater impact in your community. Badger’s team of nonprofit accountants is here to guide you in sourcing, applying for, and managing grants.

Nonprofit Reporting

Stakeholders, investors, and grantors rely on your nonprofit’s financial reports to best support your organization. Understanding your fiscal and financial health is no easy feat. At Badger, we’re here to provide structure and guide you through internal budget reporting and IRS reporting (Form 990), establish KPIs for your Board of Directors, and generate financial statements for your external stakeholders.

Budgeting & Forecasting

Nonprofits often face a number of challenges, from limited funding to economic uncertainty. Proper budgeting and forecasting are the foundation of your roadmap to financial clarity. We understand that your budget should align with your mission and quarterly goals. Leave it to us to report on the data and create an ongoing strategy and business continuity plan that heads your organization in the right direction.

Software Implementation

Nonprofit accounting software, such as QuickBooks and Sage Intacct, has revolutionized the industry. These technologies enable our CPAs and fractional CFOs to provide your nonprofit organization with more efficient, accurate, and real-time financial services. In addition to reporting and advisory, we will guide and train your team to ensure that your organization stays compliant and efficiently allocates funds.

WHO WE SERVE

Schools

Healthcare Organizations

Religious Groups

Housing Authorities

Foundations

Social Service Groups

Connect With Us

Let us help you create a financial action plan that aligns with your strategic goals and objectives. We meet you where you are and help scale at your pace, your way!

LET'S TALK