Virtual Accounting & Tax Strategy for Nonprofits (US-based)

Fund and grant accounting, board-ready reporting and year-round compliance for nonprofits, executed monthly, not scrambled at year-end.

Two Anomaly CPA advisors in conversation on an office terrace

Inc. 5000 company

4x

Recognized as one of the fastest-growing private companies four times.

Our philosophy

Transparent financials that support your mission

Reliable, transparent financials that support your mission, and a compliance plan executed monthly, not scrambled at year-end.

With Anomaly, you get reliable, transparent financials that support your mission and a documented compliance plan executed monthly instead of rushed at year-end. We handle fund and grant accounting, financial reporting for your board and funders, and the compliance work that matters: Form 990 preparation, restricted and unrestricted fund tracking, payroll and contractor reporting, and state registrations. The result is clear reporting, fewer compliance surprises, and the confidence that your books and your compliance work are working together as your organization grows.

4x

Inc. 5000 company

#1

Tax Strategist in the U.S.

200

Forbes top CPA firms

Expertise

What we do for nonprofits

Fund and grant accounting, board-ready reporting, compliance support and proactive financial strategy, executed monthly, not scrambled at year-end.

Fund Accounting

Restricted and unrestricted funds tracked by program, so every dollar is accounted for where it belongs.

Grants & Restricted Funds

Grant tracking and reporting that show grantors exactly how restricted money was spent.

Form 990 & Compliance

Annual filings and registrations organized and on schedule, with documentation that supports your exempt status.

Board Reporting

Transparent, board-ready financials that your board, auditors and funders can trust.

Tax strategies

Maximizing every dollar with strategic financial planning

Every financial strategy we recommend is built around how nonprofits operate, from fund accounting and compliance to payroll and reporting for funders.

Two Anomaly CPA advisors discussing a document on a rooftop terrace

Form 990 & Exempt Compliance

Prepare annual filings and maintain the documentation that supports your exempt status.

Fund & Grant Accounting

Track restricted and unrestricted funds and report accurately to grantors.

Payroll & Contractor Compliance

Handle payroll, worker classification and contractor reporting correctly.

Unrelated Business Income Planning

Identify income that may be taxable and plan for it before it becomes a surprise.

How we work

Tailored financial solutions for nonprofits

Don't settle for a planning process that just skims the surface. We start with a comprehensive review of your organization, then deliver high-impact, proactive strategies tailored to your situation.

Smiling Anomaly CPA advisor on a rooftop terrace

Identify

We review your programs, funding sources and compliance calendar to identify the strategies that actually apply to your organization.

Implement

We build each strategy into your current books and processes on the fly, so funds, grants and filings are tracked month to month.

Report

We make sure every strategy is reported correctly on your filings and returns, with the documentation to support it.

Accounting services

Accounting Services for Nonprofits

Grants, donations, restricted funds, and board and funder reporting create a different equation for every nonprofit. Whether you run a charity, an association or a foundation, our team brings reliable accounting and practical, hands-on insight.

Core Bookkeeping

Monthly close, fund-based bookkeeping and GAAP-ready financials, so donations, grants and expenses land in the right fund.

Grants & Fixed Assets

Grant tracking, capitalization policies and depreciation schedules, so restricted spending and your assets are fully documented.

Reporting You'll Trust

Board-ready reports, funder reporting and audit-ready documentation, delivered on a predictable monthly schedule.

Tailored to Your Goals

Structured around your programs, funding sources and compliance needs, whether you run a charity, an association or a foundation.

Fast, Pro Support

A responsive team with fast turnaround, so there is no waiting and no delays when a funder or an auditor has a question.

Packages

Pick a Plan That Fits Your Organization

Exempt compliance and fund-based accounting for nonprofits. Choose one or combine both.

Concierge Tax

Annual filings, exempt-status documentation and year-round tax planning, handled by a dedicated team.

Starting from
$450
/month

Dedicated Tax Project Manager

Mid-Year & Year-End Check-In Meetings

Form 990 preparation

Unrelated business income review

Tax Projections & Estimated Tax Payments

Core Accounting

Fund-based bookkeeping, so donations, grants and expenses land in the right fund.

Starting from
$400
/month

Monthly close and fund-based bookkeeping

Grant and restricted fund tracking

Audit-ready documentation

Board and funder reporting with Concierge accounting, from $800/month

Client voices

Anomaly CPA’s client victories in the spotlight

Innovative business owners and investors across the globe benefit from our unique tax strategy and cloud accounting experience allowing them to stay ahead of the curve.

“

I discovered them through some research on Google, actually.
I had just moved to Massachusetts, and I needed a Massachusetts accountant, somebody to come and partner with me.

I’ve been using them for about two years now.
They are great partners.

They really support me in my business, and I highly recommend them.

I feel they can support any industry with all their accounting and tax needs.

‍

C.Kay International
“

I’ve been a client since day one,
and I’m just so proud of him,
seeing him build this up.

Now he’s helping so many people—
so many entrepreneurs,
so many businesses,
so many investors,
so many individuals and companies. It’s been incredible.

I’ve been working with him and his team
for, yeah, must be four years now. And I would say, if you’re an entrepreneur,
you own businesses,
or you’re a high earner
and you have investments like real estate,
working with Greg is an absolute no-brainer.

They’re forward-thinking.
They’re cutting-edge.
They’re leaders in the space.

I know personally, for me,
they’ve saved me a lot of money,
which has been able to add to my net worth.

I’ve saved way more than they’ve cost,
or the investment in them.And it’s so worth it.
So much so.I’ve recommended dozens of people to them.

Wade Critides | Lifestyle Entrepreneur
“

I would wholeheartedly recommend Greg O’Brien and his entire team to any small business or mid-sized business owner looking for help.

We don’t have the resources, and often don’t have the budgets, to bring on staff full-time.

Honestly, Greg and his team have been the next best thing.

John Guilfoil Public Relations
“

The biggest difference that we noticed right away was that there were all these things that we could be taking advantage of.

We could be way more strategic with how we were filing, what strategies we had in place, and what things had been ruled on from a tax law perspective.

My favorite part about it is, at the highest level— because there are tiers that you can work with the team through— but at the highest level, you’re fully supported.

Your accounting is taken care of. All of your tax strategy is taken care of. Basically anything you would need on the back end, money-wise, you’re taken care of.

That even includes if an audit were to come up or something like that. You have support with all of that. Love it. So grateful.

Nexus Family Chiropractic
“

"Anomaly, has been INSTRUMENTAL to the success of our start-up business. Their knowledge, expertise, and due diligence in the accounting field gives us the confidence that our books will always be in good hands as we continue to focus on other pertinent business matters. I would recommend Anomaly to anyone looking for a fantastic service on a budget! Thank you for being awesome!"

Brian Megill | Host Events Inc.
“

"Anomaly provides a professional and tailored approach to achieve the desired outcome for clients and we couldn’t be happier with the quality of his services. They've helped us manage through the first year of our new company and taken the stress out of dealing with multiple vendors, agencies and tax authorities making year one seamless for our business. We look forward to another successful year and would highly recommend their services!"

Jay Carlington
“

"I would recommend Anomaly to anyone. They have been an extremely valuable asset to our business and acts as an extension of our team. We began working with Anomaly almost 2 years ago and it was a great decision. They are extremely responsive and I would highly recommend their services to anyone."

Dan Bresciani
“

"Anomaly helped me out with starting my own business. I could tell right away that they were extremely knowledgeable and passionate about helping their clients navigate the complex world of taxes and creating effective strategies to reach their goals."

‍

Mark Perlberg

Award-winning impact: Recognized excellence in client services

Our team has been recognized for our impact
and services to clients. Recent awards include: Greg O'Brien (3x) and John Malone (2x) as 40 Under 40, AccountingToday Top 10 Firms for Tech, the #1 Tax Strategist of the Year Award by the American Institute of Certified Tax Planners & Forbes Magazine Top 200 CPA Firms.

2026 Forbes Best-in-State Top CPA

2025 Forbes Best-in-State Top CPA

2024 Forbes Top 200 CPA Firms

Two CPA Practice Advisor logos: left side shows '40 Under 40' in purple and gray; right side shows '20NTY Under 40 Influencer' in dark red and gray.

2022 CPA Practice Advisor "40 Under 40" professionals who have emerged as leaders in the profession.

Accounting Today 2022 Best Firms for Technology badge.

2022 Accounting Today Best Firms for Technology

2021 Concierge Accounting Firm of the Year

Gold seal emblem with initials CTP and text Certified Tax Planner around the edge.

2020 AICTC Tax Planner of the Year National Finalist

Nonprofit FAQs

Frequently Asked Questions About Accounting & Tax Strategy for Nonprofits

Can a nonprofit owe tax on some of its income?

Yes. Income from activities unrelated to your mission may be taxable as unrelated business income. We help you identify it early and plan for it before it becomes a surprise.

What reports will my board and funders receive?

Board-ready financial statements every month, plus program and grant reports for funders when they are required. The numbers come from the same books, so everyone sees a consistent picture.

Do you prepare Form 990?

Yes. We prepare your annual Form 990 and keep the supporting documentation organized all year, so filings are accurate, on time and consistent with your books.

How do you track grants and restricted funds?

We set up your books to record each grant by program and funder, and to release restrictions as the money is spent. You get reports that match what grantors ask for, which makes funder reporting far easier.

What is fund accounting and why does my nonprofit need it?

Fund accounting tracks money by purpose, so restricted and unrestricted funds stay separate and every dollar is accounted for. It lets you show donors and grantors exactly how their gifts were used.

How do I get started with Anomaly CPA as a nonprofit?

Start with a short intro call. We look at your programs, funding sources and current books, then recommend a scope of work and pricing that fits your organization.

From the blog

Guides & insights for nonprofits

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Built for nonprofits

Ready to partner with a virtual CPA for your nonprofit?

A short call with our team, no prep needed.

63
five-star reviews
4x
Inc. 5000 company
50
states served, fully remote
Intro call
A 30-minute intro call with our team
We learn about your business and goals
You learn how working with Anomaly CPA works
No prep, no pitch deck, no obligation
Or call 781 694 2203 · Boston, MA