Nonprofit Tax & Accounting Services

Pricing & Engagement Structure

Financial Clarity That Supports Mission and Stewardship

Nonprofit organizations carry a unique responsibility—to serve their mission with integrity while maintaining transparency, compliance, and strong financial governance.

At Bourdeau Consulting PLLC, we provide CPA-led tax and accounting services for nonprofit organizations designed to support sustainability, accountability, and long-term impact. Our role is to help you build financial systems that withstand scrutiny, support decision-making, and earn the trust of funders, boards, and the communities you serve.

Our pricing reflects the scope, complexity, and regulatory responsibility involved in nonprofit financial reporting and tax compliance.

Tiered Pricing Structure

Designed to support nonprofits at every stage—from early compliance to sustainable growth.

How Our Pricing Works

We do not bill hourly.

Nonprofit tax and accounting services are offered through tiered, engagement-based pricing, allowing for:

  • Predictable budgeting

  • Clear deliverables

  • Support aligned with your organization’s size and activity

Pricing is determined based on factors such as:

  • Organization size and annual revenue

  • Volume and complexity of transactions

  • Quality and consistency of financial records

  • Grant activity and reporting requirements

  • Federal and state compliance obligations

  • Board reporting and governance support needs

This ensures your organization receives the right level of CPA oversight—without paying for services you don’t need.

  • A strong starting point for smaller or newly established nonprofits

    Best for:
    Early-stage nonprofits, volunteer-led organizations, or nonprofits with limited financial activity that need reliable compliance support.

    What’s Included

    • Annual Form 990-N or Form 990-EZ preparation (as applicable)

    • Year-end financial statement preparation for internal use

    • Basic compliance guidance related to filing requirements

    • Email support for questions related to filings

    Not Included

    • Ongoing bookkeeping

    • Board-level or fund-level reporting

    • Advisory or planning services

    Investment Range

    Starting at: $1,500 – $3,000 annually
    (Final pricing depends on activity level and filing complexity.)

  • Ongoing accounting and tax support for operational nonprofits

    Best for:
    Growing nonprofits with consistent activity, basic staffing, and a need for regular financial reporting and dependable compliance.

    What’s Included

    • Monthly or quarterly bookkeeping support

    • Form 990-EZ or Form 990 preparation and filing

    • Board-ready financial statements (Profit & Loss, Balance Sheet)

    • Accounting system oversight and cleanup, as needed

    • Ongoing compliance guidance throughout the year

    Not Included

    • Advanced fund accounting

    • Strategic advisory or forecasting

    • Grant-specific reporting

    Investment Range

    Starting at: $3,500 – $7,500 annually
    (Pricing varies based on transaction volume and reporting needs.)

  • Structure, insight, and sustainability-focused accounting

    Best for:
    Established nonprofits with multiple programs, active boards, or increased funding who need deeper reporting and strategic clarity.

    What’s Included

    • Monthly bookkeeping and reconciliations

    • Form 990 preparation and filing

    • Enhanced financial reporting (trend analysis, comparative reporting)

    • Board presentation-ready financials

    • Support aligned with grant readiness and compliance expectations

    • Proactive guidance on financial processes and internal controls

    Not Included

    • Audit or review engagements

    • Full CFO-level services

    Investment Range

    Starting at:$7,500 – $12,000 annually
    (Pricing varies based on transaction volume and reporting needs.)

  • High-touch support for nonprofits focused on long-term impact

    Best for:
    Scaling nonprofits, grant-funded organizations, or nonprofits preparing for audits, growth, or increased stakeholder scrutiny.

    What’s Included

    • Full monthly accounting support

    • Form 990 preparation

    • Customized board and stakeholder reporting

    • Financial process and policy guidance

    • Strategic advisory support focused on sustainability and growth

    • Collaboration with leadership on budgeting and financial planning

    Investment Range

    Starting at: $12,000+ annually

Nonprofit Tier Comparison Chart

Service Feature Tier 1 Essential Compliance Tier 2 Core Financial Support Tier 3 Strategic & Reporting Support Tier 4 Advisory & Sustainability Partner
Bookkeeping Support (Monthly/Quarterly) — ✓ ✓ ✓
Reconciliations (Monthly) — — ✓ ✓
Form 990 Preparation & Filing ✓ ✓ ✓ ✓
Year-End Financial Statement Preparation (Internal Use) ✓ — — —
Board-Ready Financial Statements (P&L, Balance Sheet) — ✓ ✓ ✓
Accounting System Oversight & Cleanup (As Needed) — ✓ ✓ ✓
Basic Compliance Guidance (Filing Requirements) ✓ ✓ ✓ ✓
Enhanced Reporting (Trend / Comparative Analysis) — — ✓ ✓
Grant Readiness & Compliance-Aligned Support — — ✓ ✓
Financial Processes & Controls Guidance — — ✓ ✓
Customized Board & Stakeholder Reporting — — — ✓
Budgeting & Financial Planning Collaboration — — — ✓
Strategic Advisory Support (Sustainability & Growth) — — — ✓
Investment Range $1,500 – $3,000 / yr
$125 – $250 / mo 		$3,500 – $7,500 / yr
$292 – $625 / mo 		$7,500 – $12,000 / yr
$625 – $1,000 / mo 		$12,000+ / yr
$1,000+ / mo

What’s Included Across All Nonprofit Tiers

  • CPA-led oversight and compliance support

  • Clear communication and defined scope

  • Professional standards aligned with nonprofit best practices

What’s Not Included (Unless Separately Engaged)

  • Audit, review, or other attestation services

  • Legal or fundraising services

  • Grant writing

  • IRS examinations or tax resolution work

  • One-time or rush projects outside agreed scope

Engagement Terms & Scope Alignment

All services are provided under a formal engagement letter that defines:

  • Scope of services

  • Service tier and pricing

  • Billing cadence (monthly or annual)

  • Responsibilities of both parties

This ensures transparency, protects both parties, and allows us to deliver work that meets CPA professional standards.

Who This Service Is Best For

These services are a strong fit for nonprofits that:

  • Value transparency, accountability, and stewardship

  • Need dependable Form 990 and financial reporting support

  • Want systems that support sustainability—not just compliance

  • Prefer a CPA partner who understands nonprofit governance

Next Steps

The best way to determine the appropriate tier is through our intake process.

Begin the Intake Process

We’ll review your organization’s information and confirm the right level of support.

If you’re not sure which tier fits yet, that’s okay—clarity is part of the process.