01
Monthly close
Categorize activity, reconcile accounts, and close the month so your numbers are trustworthy — not a year-end scramble.
Coming soon
Bookkeeping that stays on your side.
Buddie Bookkeeping exists for charitable and civic organizations — especially 501(c)(3) and 501(c)(4)s. The books should serve the mission, not the other way around.
Buddie Bookkeeping
Coming soon — join the early list
501(c)(3) & 501(c)(4)The classifications this practice is built around — charitable, religious, educational, and civic work.
Hospitals to churchesExperience alongside hospitals, foundations, churches, and civic organizations.
Not a dollar signClients are people carrying a mission. The relationship comes before the invoice.
Why this work
I know what the mission costs — and why it is worth it.
I have worked with non-profit organizations of many kinds: hospitals, foundations, churches, and civic groups. That work taught me something I will not set aside when the books are open.
People give their time, their names, and often their rest to a purpose larger than a ledger. I understand that passion. I do not look at a client and see a dollar sign. I see a mission that needs clean numbers so it can keep going.
- The organization comes first. Always.
- Reporting that honors board members, donors, and staff.
- A bookkeeper who has sat on the same side of the table.
Buddie is named that way on purpose. You should feel accompanied, not processed.
Services
The books stay clean. You stay on mission.
Bookkeeping shaped for 501(c)(3) and 501(c)(4) organizations — restricted funds, board packages, and the quiet work that keeps a charitable purpose credible.
02
Grant & fund tracking
See restricted and unrestricted dollars clearly. Know what is available, what is obligated, and what still needs to be spent.
03
Board packages
Simple profit-and-loss, balance sheet, and cash views written for people who do not live in QuickBooks.
04
Payroll & bills
Keep pay runs, vendors, and recurring expenses in order so cash flow is visible before it becomes a surprise.
05
Audit & 990 support
Organized records and clean support when your CPA, auditor, or Form 990 preparer needs answers.
06
Cleanup projects
Catch-up bookkeeping for organizations that have a year (or three) of "we'll deal with it later."
Who it's for
501(c)(3) and 501(c)(4) organizations that want a partner, not a portal.
- Hospitals, health ministries, and care organizations
- Foundations and grant-making programs
- Churches and faith-based charities
- Civic clubs, community groups, and advocacy nonprofits
- Boards and leaders without a full-time finance person
- A practice aimed at restaurants, retailers, or other for-profit shops
- A national firm with five layers of account managers
- Tax preparation as the main service
- Software only, with no human review
The focus is narrow on purpose: charitable and civic work.
Approach
Steady, plain-spoken, and on time.
Good bookkeeping should feel quiet. You should not have to chase it, decode it, or redo it — and you should never have to explain why the mission matters.
One conversation a month
A short check-in after the close. Questions get answered while the month is still fresh.
Software you already use
QuickBooks Online first. Other tools when they serve the organization better.
Human tone
Reports in language a program director can use. No scare tactics. No mystery fees.
Early list
Be first in line when doors open.
Tell me about your organization and what you are trying to protect. You'll hear back as client spots become available.