Business Details
40 Years
experience
Expert Nonprofit Accounting Services in Portland
Since 1986, Susan Matlack Jones & Associates has specialized in providing tailored accounting and bookkeeping services exclusively for nonprofit organizations. Our team brings over a century of combined expertise, ensuring clients receive accurate, meaningful financial statements that empower informed decision-making. We prioritize technological innovation through our secure online portal, offering paperless access to financial data while maintaining fiscal security and sustainability. Our commitment extends beyond numberswe actively collaborate with clients to customize reporting structures, conduct training sessions, and support board-level financial literacy.With a focus on nonprofits operating with budgets exceeding $250,000, we bridge the gap between complex accounting standards and practical, actionable insights. Our dedication to the nonprofit sector is reflected in our long-standing partnerships and our willingness to attend board meetings, troubleshoot financial challenges, and adapt to evolving organizational needs.
Services
Financial Statements
Bookkeeping
Online Portal
Workshops
Consulting
Details
- Year established: 1986
Highlights and features
- We offer 35+ years of combined experience in nonprofit accounting.
- Our team specializes in customized financial reporting for nonprofits.
- We provide secure, paperless access to financial data via our online portal.
- Our staff actively supports board financial literacy through training workshops.
- We assist CPAs with annual audits and IRS Form 990 preparation.
Services
Financial Statements
We create customized financial statements tailored to nonprofit needs, including budget variance, restricted funds tracking, and grant activity reports. Our Sage 300 software ensures flexibility for departmental analysis and visual dashboards. Staff provide training to help boards and staff interpret financial data effectively.
Bookkeeping
Full-charge bookkeeping for nonprofits with budgets over $250,000, including bank reconciliations, accounts payable processing, payroll allocation, and GAAP-compliant journal entries. We maintain balance sheet schedules and prepare internal financial reports for operational transparency.
Online Portal
Secure, paperless access to financial reports, educational materials, and accounts payable databases. Clients can download statements, manage cash disbursements with customizable authority levels, and store historical financial data for easy retrieval.
Workshops
Customized financial literacy workshops for nonprofit staff and boards. Sessions cover accounting terminology, financial health indicators, and report interpretation to improve decision-making. Materials align with GAAP standards and organizational reporting requirements.
Consulting
Support for annual audits, IRS Form 990 preparation, and compliance reviews. We collaborate with CPAs to ensure accurate financial reporting and provide year-end tax form preparation services for streamlined regulatory compliance.
People
Erin Zollenkopf
Chief Executive Officer
Erin leads strategic operations and client relations, leveraging extensive nonprofit accounting expertise to ensure service excellence and organizational growth.
Christina Taylor
Director of Operations
Christina oversees daily operations, ensuring efficient delivery of bookkeeping services and technological innovation in financial reporting systems.
Jennifer Komanecky
Senior Associate
Jennifer provides direct client support, specializing in financial statement preparation and customized reporting solutions for nonprofit clients.
Questions
What services do you offer for nonprofits?
We provide financial statements, bookkeeping, online portals, workshops, and audit support tailored to nonprofits with budgets over $250,000.
Do you serve organizations outside Portland?
Yes, we serve nonprofits throughout the Pacific Northwest region.
Can you assist with IRS Form 990?
We help CPAs prepare Form 990 but do not file it directly for clients.
What technology tools do you use?
Our secure online portal includes Sage 300 software for reporting and BILL for accounts payable management.
Do you offer financial training for boards?
Yes, we conduct customized workshops to improve financial literacy for nonprofit staff and board members.
