We Work With You, Not Around You
We complement your staff and workflows, never override them. You stay in control, we bring clarity and lift the load.
Nonprofit Financial Systems that Scale with Confidence
Whether you’re preparing for an audit or organizing restricted funds, we bring the tools and perspective to guide your team with confidence. Our core services include:
Fund Accounting & Bookkeeping
Track every dollar with clarity and context.
- Revenue and expense tracking by fund
- Chart of accounts setup and cleanup
- Reconciliation and month-end close
- Accrual-based reporting aligned with GAAP
Financial Reporting & Dashboards
Board-ready, audit-ready, decision-ready.
- Custom reporting packages
- Forecasting, scenario planning
- Clearer visibility for leadership and funders
Audit Preparation & Internal Controls
Stay compliant and audit calm.
- Lead the audit process with your auditors
- Prepare documentation and reporting
- Internal process checks and cleanup
- 990 prep coordination with external partners
Strategic Advisory (Controller & CFO Services)
Not just clean books, smart strategy.
- Budget creation and planning
- Board presentation guidance
- External communication support
- Advice tailored to mission and scale
Why Nonprofit Finance Teams Work With Upic
With Upic, you gain an extension of your accounting team – experts who know where to look, what to resolve, and how to keep your organization financially strong.
We Build for Growth, Not Just Year-End
We organize your accounting systems to scale with your programs, not slow them down.
We’re Finance Professionals Who Understand Nonprofits
Designations, compliance, grants, campaigns, we bring nonprofit context to every report and recommendation. At the end, we’re a nonprofit ourselves.
We Translate Finance Into Strategic Storytelling
Boards don’t just want reports. They want clarity. We help you deliver both.
Trusted by Finance Leaders Who Prioritize Accountability
View Full Testimonial…Pleased we are again with the professionalism, with the hospitality, with training, with the leadership and that’s just been wonderful so that we can then do our job and live our mission…
View Full TestimonialTo our friends at Upic, we could not do our work without you. You are truly a part of our team, and we appreciate you so much. Thank you for everything that you do.
View Full TestimonialWe’re in the business of helping people, help each other. And having a company like Upic that knows United Way, that breathes United Way, it is very important.
