Monthly Bookkeeping
Recurring bookkeeping and general-ledger support at the monthly amount entered in the proposal.
- Transaction review and coding
- Bank and credit-card reconciliations
- Month-end bookkeeping support
Proposal Builder
A stronger finance function—without building a full in-house accounting team.
Reliable bookkeeping, practical tax support, accurate compliance work, and hands-on training for companies and their owners.
Executive Summary
Everything included in this proposal.
Available Services
A clear, selectable scope for each company.
Only the services selected in the pricing section are included in the proposal. Quantities, rates, and totals are shown separately so the scope is easy to review.
Income Tax Returns
Tax-return preparation priced by the number of returns and the rate entered for each form type.
- Individual Form 1040 returns
- Corporate Form 1120 returns
- S corporation Form 1120-S returns
1099 Completion
Preparation and completion of the selected number of Forms 1099 at the per-form rate shown in the proposal.
CFO Time
Direct time with Matt Fogler, CPA, for CFO-level review, reporting questions, planning, and business decisions.
Accounting Training Specialist Time
Hands-on accounting training with Kiran Tariq, Accounting Training Specialist, in your actual workflow, records, and software.
Bookkeeping Team Time
Bookkeeping team time for the work defined in this proposal, led by Matt Fogler, CPA and Kiran Tariq.
Why Fogler CPA
Practical accounting and tax support built around the company in front of us.
CPA-led perspective
Your accounting is shaped by professional judgment, not just data entry.
Business tax fluency
Individual and corporate returns, year-end reporting, and compliance are part of our everyday work.
Accurate work
Every selected service is completed with disciplined review and attention to the information provided.
Timely delivery
Clear requests, organized workflows, and dependable communication keep the engagement moving.
“Our goal is simple: give business owners numbers they can trust and an accounting partner they actually enjoy working with.”
How We Work
Accurate, timely, and knowledgeable service from start to finish.
1
Confirm
Confirm the selected services, deadlines, responsibilities, quantities, and pricing.
2
Collect
Provide a focused information request and securely collect the records needed for the selected work.
3
Prepare
Complete the selected services carefully using the information supplied for the engagement.
4
Review & Deliver
Perform a knowledgeable completion review, resolve open questions, and provide the finished work on the agreed timeline.
Fogler CPA Proposal for Services
Review your numbers and shape the support that fits your organization.
Estimate the support your organization needs for QuickBooks, monthly close, board reporting, restricted funds, grants, and controller-level guidance, then save or share this proposal with every selection kept intact.
Estimate Pricing Get a Quote
Matt Fogler, CPA
Nonprofit Finance Advisor
3
Core service paths
12+
Reporting and close areas
CPA
Led advisory
Built for Nonprofit Finance Stress Points
Nonprofit leaders need reports they can explain to a board, use for decisions, and rely on when restricted funds, grants, cash flow, and compliance questions come up.
Practical authority
Our services focus on the accounting work nonprofit leaders actually need help with: clean closes, usable reports, restricted fund tracking, grant support, and board-level questions answered before they become surprises.
About Us
Fogler CPA provides accounting, reporting, and advisory support for nonprofit organizations that need clean books, timely financial statements, and board-ready reporting.
Monthly Accounting
Bookkeeping, reconciliations, monthly close, and financial statements built around
nonprofit reporting needs.
Board Reporting
Clear financial packages for executive directors, treasurers, finance committees,
and boards.
Advisory Support
Support for budgeting, cash flow, restricted funds, grant reporting, and internal
control improvement.
QuickBooks Experts for Nonprofit Accounting
Many nonprofits use QuickBooks, but nonprofit accounting requires more than simply entering transactions. We help organizations use QuickBooks for cleaner accounting, stronger reconciliations, better class and fund tracking, clearer financial statements, and more useful board reporting.
QuickBooks Setup
Chart of accounts, classes, programs, funds, vendors, customers, and reporting
structure designed around nonprofit needs.
Monthly Close
Reconciliations, review procedures, balance sheet cleanup, revenue tracking,
and management-ready reporting from QuickBooks.
Board Reports
Financial statements and reporting packages that help boards understand cash,
restricted funds, budget performance, and financial risk.
Services for Nonprofit Finance Teams
We help nonprofit leaders get dependable accounting support without guessing what kind of engagement they need. Services can be scoped for one-time cleanup, recurring monthly accounting, or ongoing controller-level guidance.
The work can include QuickBooks cleanup, reconciliations, monthly close, restricted funds, grant reporting, board financial packages, budgeting support, and practical compliance review.
Use the Pricing CalculatorOne-Time Cleanup
Catch up reconciliations, clean up QuickBooks, organize classes or funds, and
rebuild reports so leadership can trust the numbers again.
Monthly Accounting
Recurring bookkeeping, monthly close, bank and balance sheet reconciliations,
revenue tracking, and management-ready financial statements.
Controller Support
Higher-level review, budget conversations, grant and restricted fund reporting,
finance committee support, and board-ready explanations.
What Your Quote Can Include
The quote process is designed to identify the support that will actually move the organization forward. That may be a focused cleanup project, monthly accounting help, or a broader finance support role.
We look at transaction volume, current QuickBooks condition, reporting needs, restricted funds, grants, board expectations, and how much internal accounting support your organization already has.
- Monthly close and reconciliation support.
- QuickBooks cleanup, setup, and reporting structure.
- Board packages, restricted funds, grants, and advisory review.
Board Oversight
Reports and finance committee support that help leaders focus on cash, budget
performance, restricted funds, and financial risk.
Accounting Review
Review of reconciliations, balance sheet accounts, restricted funds, revenue
tracking, and monthly financial statements.
Grant and Fund Tracking
Support for donor restrictions, grant documentation, program tracking, and the
accounting detail funders and boards expect.
Meet Your Advisor
Your quote is shaped by a CPA perspective and a practical understanding of how nonprofit accounting has to work month after month.
Matt Fogler, CPA
Nonprofit finance advisor focused on clearer reporting, stronger oversight, and practical accounting systems for mission-driven organizations.
"Matt makes nonprofit accounting clear, approachable, and practical."
Elias L."Our league is stronger because of Matt's guidance."
Peter G."Matt and his staff are knowledgeable, professional, and easy to recommend."
Alicia W."Matt was an exceptional resource for our nonprofit."
Herman D."A real-world perspective that makes nonprofit finance easier to understand."
Elias L.Our Approach
We focus on practical accounting systems that help nonprofit leaders understand their financial position. That means accurate balance sheets, reconciled accounts, clear revenue tracking, useful monthly reports, and financial information that can be reviewed by management and the board.
Clean Data
We emphasize structured, first-time-right accounting data so reports are useful,
consistent, and easier to review.
Timely Reporting
We build around monthly close routines, reconciliations, and reporting deadlines
that support better board oversight.
Clear Oversight
We help nonprofit leaders see what matters: cash, obligations, restricted funds,
budget performance, and financial risk.
Why We Focus on Nonprofits
Nonprofits have unique accounting and reporting needs. Restricted grants, donor reporting, functional expenses, board oversight, and public accountability all require financial systems that are more disciplined than basic bookkeeping.
Our work is designed to help nonprofit leaders spend less time guessing about the numbers and more time making decisions with reliable financial information.
Build or Revise a Proposal
Select the services to include, then enter the quantity and rate for each item. Totals update when you apply the changes.
Choose one status per service: include it in the proposed investment, show it as an additional priced option, or leave both boxes clear to omit it entirely.
Internal pricing target: We target 2% of revenues for bookkeeping.
Recurring transaction review and coding, agreed bank and credit-card reconciliations, journal entries, organized general-ledger maintenance, and month-end bookkeeping support.
Individual federal return preparation plus one state income tax return, including a document request, review of supplied tax information, completion review, electronic filing after authorization, and client copies.
Corporate or S corporation federal return preparation plus one state income or franchise tax return, including review of supplied year-end records, shareholder reporting when applicable, completion review, and electronic filing after authorization.
Preparation of individual state income tax returns beyond the one state return already included with each Form 1040 engagement.
Preparation of business state income or franchise tax returns beyond the one state return already included with each Form 1120 or 1120-S engagement.
Direct time with Matt Fogler, CPA, for CFO-level review, reporting questions, planning, and business decisions.
Hands-on accounting training with Kiran Tariq, Accounting Training Specialist, in your actual workflow, records, and software.
Bookkeeping team time for the work defined in this proposal, led by Matt Fogler, CPA and Kiran Tariq.
Review of supplied payer and recipient data, preparation of the selected Forms 1099, electronic filing, recipient copies, and final company copies.
Recurring Monthly Services
$0/mo
Select line items and enter pricing to build the proposal.
Annual tax and compliance
Annual services total
$0/year
As-needed time
First-year total
12 months recurring + annual
$0
Deposit and up-front payments
Deposit total
$0
Total due before work begins
$0
Get in Touch
Have questions before requesting a quote or want to talk through nonprofit accounting support? Contact us directly or visit our main site.
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