Business Details
27 Years
experience
Trusted Nonprofit Accounting Services in Carmel, IN
Founded in 1999, Financial Technologies & Management has dedicated its expertise exclusively to serving nonprofit organizations. Our team of seasoned Indiana Certified Public Accountants brings decades of combined experience in nonprofit accounting, tax compliance, and financial software optimization. We specialize in delivering tailored solutions including outsourced bookkeeping, controller services, and CFO advisory to help nonprofits maintain compliance while maximizing their operational impact. With a deep understanding of the unique financial challenges faced by nonprofits, we provide virtual accounting services across Central Indiana and beyond, ensuring accessibility without compromising personalized support.Our commitment to excellence extends to software advisory services, where we leverage industry-leading tools like MIP Fund Accounting to streamline financial processes. Recognized for quality service and client-centric approaches, we maintain rigorous adherence to accounting standards while offering transparent communication and practical financial guidance. Through regular training programs and strategic financial management resources, we empower our clients to strengthen their financial foundations. Our reputation for reliability and specialized expertise has made us a trusted partner for hundreds of nonprofits seeking to optimize their financial operations.
Services
Accounting
Bookkeeping
Controller Services
CFO Services
Nonprofit Tax Preparation
Software Advisory
Financial Training
Audit Support
Payroll Services
Internal Controls
Details
- Year established: 1999
Highlights and features
- We have 25+ years of specialized experience serving nonprofit organizations
- Our team consists of certified CPAs with nonprofit-specific financial expertise
- We provide tailored software solutions for nonprofit accounting systems
- We offer virtual services with personalized support and local knowledge
- We guarantee compliance with nonprofit tax regulations and reporting standards
Associations and certifications
- MIP Fund Accounting
- QuickBooks ProAdvisor
What people say
Leading firm in the area
Close personal and professional attention
Professional and responsive
Quality service
Helped achieve success
Services
Nonprofit Bookkeeping
We provide customized bookkeeping solutions for nonprofit organizations, maintaining accurate financial records and ensuring compliance with specific nonprofit accounting standards. Our services include transaction recording, bank reconciliation, and financial reporting tailored to nonprofit requirements. This helps organizations maintain transparency and accountability in their financial operations while freeing staff to focus on mission delivery.
Software Advisory
Our software advisory services help nonprofits select and implement the most appropriate accounting systems like MIP Fund Accounting and QuickBooks. We provide complete implementation support, staff training, and ongoing optimization to ensure efficient financial management. This specialization in nonprofit accounting software helps organizations maximize technology benefits while maintaining compliance with fund accounting principles.
Tax Preparation
We specialize in nonprofit tax compliance services including Form 990 preparation, sales tax filings, and payroll tax management. Our team stays current with evolving nonprofit tax regulations to ensure complete compliance. This service helps organizations maintain their tax-exempt status while avoiding costly compliance errors through expert tax planning and reporting.
Controller Services
Our outsourced controller services provide nonprofits with experienced financial leadership including budgeting, financial analysis, and internal control development. We handle month-end and year-end closing processes with accuracy and timeliness. This service offers organizations professional financial management without the expense of a full-time controller position.
CFO Advisory
We offer part-time CFO services for nonprofits needing strategic financial guidance including cash flow management, financial forecasting, and grant compliance. Our advisors work closely with leadership to develop financial strategies aligned with organizational goals. This service provides organizations access to executive financial expertise at an affordable cost structure.
People
Jim Simpson
CPA
Jim Simpson is a Certified Public Accountant with over two decades of experience specializing in nonprofit accounting. He leads the firm's software advisory services and frequently consults on nonprofit financial systems optimization.
Stacey Simpson
Team Member
Stacey Simpson contributes to the firm's accounting services with a focus on client support and financial reporting. She works closely with nonprofit clients to ensure accurate and timely financial documentation.
Nicholas Simpson
Team Member
Nicholas Simpson is involved in the firm's accounting solutions for nonprofits, assisting with bookkeeping services and software implementation. He supports clients in maintaining proper financial records.
Jeron Comeau
Team Member
Jeron Comeau contributes to the firm's accounting services, focusing on supporting nonprofit organizations with their financial needs. He works as part of the team providing accounting solutions tailored to nonprofit requirements.
Questions
What services do you offer for nonprofit organizations?
We provide comprehensive accounting solutions including bookkeeping, tax preparation, controller services, CFO advisory, and nonprofit software implementation for organizations in Carmel and Central Indiana.
How do you specialize in nonprofit accounting?
Our team has 25+ years of experience serving nonprofits with tax compliance, financial reporting, and software optimization specifically tailored to nonprofit accounting standards and requirements.
What accounting software do you support?
We specialize in MIP Fund Accounting and QuickBooks solutions for nonprofits, offering implementation, training, and optimization services to streamline financial operations.
Can you help with nonprofit audit preparation?
Yes, we provide audit support services including financial record organization, compliance verification, and documentation preparation to ensure smooth audit processes for nonprofit clients.
Do you offer virtual accounting services?
We provide remote accounting solutions for nonprofits throughout Indiana, combining virtual accessibility with personalized support and local nonprofit expertise.
