Business Details
27 Years
experience
Nonprofit Accounting Services in Carmel, IN
Since 1999, Financial Technologies & Management has specialized in delivering tailored accounting solutions exclusively for nonprofit organizations. Our team of Indiana-based CPAs, accountants, and controllers combines deep industry expertise with advanced nonprofit accounting software to ensure compliance, optimize financial processes, and empower organizations to maximize their impact. With a proven track record of serving hundreds of nonprofits across Central Indiana and beyond, we provide outsourced bookkeeping, accounting, controller, and CFO services designed to meet the unique needs of mission-driven organizations. Our commitment to excellence extends to software advisory services, financial management training, and strategic guidance that helps nonprofits strengthen their financial foundations.By maintaining a singular focus on nonprofit accounting, we offer unparalleled insight into regulatory requirements, grant management, and tax compliance. Our virtual service model ensures accessibility while preserving the personalized attention that has defined our practice for over two decades. Through proactive communication and a dedication to continuous improvement, we partner with organizations to transform accounting challenges into opportunities for operational efficiency and long-term sustainability.
Services
Outsourced Bookkeeping
Nonprofit Tax Services
Controller Services
CFO Advisory
QuickBooks Setup
MIP Fund Accounting
Software Training
Financial Management
Internal Controls
Payroll Services
Details
- Year established: 1999
Highlights and features
- We specialize exclusively in nonprofit accounting since 1999
- Our team includes Indiana-based CPAs with deep sector expertise
- We implement industry-leading nonprofit accounting software solutions
- We provide virtual services with personalized, responsive support
- We offer comprehensive financial management training programs
What people say
Leading firms in the area
Close personal and professional attention
Professional and responsive
Quality service
Trusted financial partner
Services
Outsourced Bookkeeping
Our outsourced bookkeeping services provide nonprofits with accurate financial records and real-time visibility into their financial status. We handle daily transactions, bank reconciliations, and financial reporting to ensure organizations maintain proper controls and compliance. This service allows nonprofit staff to focus on mission-critical activities while we manage their accounting operations.
Nonprofit Tax Services
We specialize in nonprofit tax compliance, including Form 990 preparation and submission. Our team stays current with evolving tax regulations to ensure accurate filings and maintain tax-exempt status. We also provide strategic tax planning to help organizations optimize their financial position while meeting all regulatory requirements.
MIP Fund Accounting
As experts in MIP Fund Accounting software, we help nonprofits implement and optimize this industry-leading solution. Our services include system setup, data migration, workflow customization, and ongoing support to ensure organizations maximize the software's capabilities for financial management and reporting.
CFO Advisory
Our outsourced CFO services provide strategic financial leadership for nonprofits. We offer budgeting, cash flow analysis, financial forecasting, and performance metrics to support data-driven decision-making. This service helps organizations strengthen financial governance and achieve long-term sustainability.
Software Training
We deliver customized training programs for nonprofit accounting software including QuickBooks and MIP Fund Accounting. Our hands-on sessions ensure staff can effectively use these tools to manage financial operations, generate reports, and maintain accurate records for compliance purposes.
People
Jim Simpson
CPA
With over two decades of nonprofit accounting experience, Jim Simpson leads software implementation projects and provides strategic financial guidance. He specializes in MIP Fund Accounting solutions and has helped numerous organizations transition from outdated systems to modern accounting platforms.
Stacey Simpson
Accountant
Stacey Simpson brings extensive expertise in nonprofit tax compliance and financial reporting. She works closely with organizations to ensure accurate record-keeping and regulatory compliance while providing practical solutions to complex accounting challenges.
Nicholas Simpson
Controller
Nicholas Simpson oversees outsourced controller services, managing month-end closings and financial statement preparation. His focus on internal controls and process optimization helps nonprofits maintain financial integrity and operational efficiency.
Jeron Comeau
Accountant
Jeron Comeau specializes in QuickBooks implementation and training. He assists nonprofits in transitioning to cloud-based accounting systems and provides ongoing support to maximize software functionality for daily operations.
Questions
What accounting services do you offer for nonprofit organizations?
We provide outsourced bookkeeping, accounting, controller services, CFO advisory, tax preparation, software implementation, and financial management training specifically tailored for nonprofits.
How do you help nonprofits with accounting software?
We specialize in MIP Fund Accounting and QuickBooks solutions, offering setup, customization, training, and ongoing support to optimize financial operations for nonprofits.
Are your services available outside Carmel, Indiana?
Yes, we provide virtual accounting services to nonprofits across Central Indiana and beyond through remote support and online collaboration tools.
How can you help nonprofits with limited accounting staff?
Our outsourced accounting solutions provide complete financial management support, from basic bookkeeping to executive-level financial strategy, allowing organizations to operate effectively without full-time staff.
What makes your firm different from other accounting firms?
We exclusively focus on nonprofit accounting, combining specialized expertise with industry-specific software solutions to address the unique financial needs of mission-driven organizations.
Do you offer training for nonprofit accounting software?
Yes, we provide customized training programs for QuickBooks and MIP Fund Accounting to ensure nonprofit staff can effectively use these tools for daily operations.
Reviews (4)
Levi Shearon
Mar 19, 2022
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The team at FTM is extremely helpful and always available to assist my company with our financial needs, no matter the situation/.
Terry Corcoran
Dec 23, 2021
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Jim Simpson and his staff are excellent to work with! They are a wonderful resource to assist with accounting and software issues you may have.
Abigail Harlan
May 07, 2021
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FTM is invaluable! The experience and knowledge Jim and his team bring are vital for an organization like ours. They communicate well, are always patient when I have questions, and meet all deadlines. They support us on grants and specific board reports, ensure all invoices are paid, and catch any errors. Our financial statements are always in order and they have a good understanding of our organizational culture. Thank you, FTM!
Cara Pittenger
Apr 30, 2021
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FTM is WONDERFUL to work with! Being with a nonprofit organization, it is so great to work with a team that is full of knowledge and has always been super helpful to our organization. Stacey and Jim are a great team for us!
