Audit-ready books, clear financial insights, freedom to fulfill your mission
DATA-DRIVEN ACCOUNTING FOR NONPROFITS
Right now, your books take too much time.
Transactions accumulate. Reports don’t add up. Year-end turns into chaos.
When you ask for reports, they’re late, confusing, or buried in jargon.
It’s not your fault—you’re busy running programs, leading your team, and securing funding.
But without clean, audit-ready books you can trust:
❌ Boards start second-guessing decisions
❌ Audits and taxes drag out, creating stress and wasted hours
❌ You get lost in the numbers instead of leading with confidence
Finrise changes that story.
Instead of messy books, late reports, and year-end stress, you get a system you can trust, clarity you can act on, and numbers that are audit-ready year-round.
Finrise makes it our mission to give you:
✅ Clean, accurate books that stay audit- and tax-ready
✅ Monthly processes that cut year-end stress
✅ Reports that move beyond compliance toward clarity for confident decisions and growth
How It Works
Clarity call
A 30-minute conversation about your organization’s goals and challenges. You’ll walk away with one actionable step to improve your books or finances.
Onboarding
We review your books and systems, then clean up the chaos in your books and systems for maximum efficiency and audit-readiness.
Ongoing partnership
Monthly or quarterly check-ins to stay ready and deliver receive financial insights for confident decisions and growth.
Proof in action
From Chaos to Confidence.
One nonprofit’s board and Executive Director couldn't see which programs delivered the most impact. With Finrise’s Program Sustainability Toolkit, which ties each program's finances back to its mission, they restructured programs with clarity and confidence at the board meeting.
Another nonprofit dreaded audits and lost hours preparing for them each year. With monthly check-ins and organized records, they now head into audit season stress-free and with the capacity to secure more funding.
Hear from others
Our Services
Core
Accurate books with insights you can trust.
This tier gives you more than reconciled accounts. You'll have books that are clean, organized, and explained in context so you always know where you stand and why.
Outcomes you can expect:
Books that stay audit- and tax-ready
Numbers explained in plain English, not jargon
Confidence to share reliable reports with boards and stakeholders
All services come with categorization, reconciliation, functional expense, and restricted funding tracking with monthly financials reported and at least quarterly meetings.
Add-ons include but not limited to: 1099 preparation and filing, payroll, invoicing, and bill pay services.
Standard
Next level: consistent partnership and guidance
This tier builds on your financial foundations with proactive support. We meet so you always have clarity and ongoing advice to act on the numbers, not just read them.
Outcomes you can expect:
Guidance to interpret and act on financial results
Board and external reporting support that builds trust
Simple tools and metrics to make decisions with clarity
Premium
The full system: finance as a decision-making engine.
This tier turns your finances into a strategic tool for growth. In addition to monthly financial reviews for proactive-decision making, you'll have priority support and financial infrastructure that scales.
Outcomes you can expect:
Finance transformed into a system that drives strategy
Monthly financial reviews for proactive decision-making
Tailored workflows and tools that grow with your organization
Meet your new accountant
Zoe Gershuny
Founder of Finrise, Xero and Gusto certified
Zoe Gershuny helps nonprofits keep audit-ready books, build dependable systems, and save hours every month.
Her background includes:
Managing an $11M portfolio of nonprofit programs, ensuring every program stayed mission-aligned while budgets supported quality
Building reporting and payroll workflows that scaled across multiple programs
Transforming messy financial and operational systems into clear, reliable processes that leaders could trust
Through Finrise, Zoe applies that same clarity-driven approach to nonprofits (and select small businesses).
Her role goes beyond compliance. She:
Designs systems leaders can trust
Translates numbers into human (not jargon) and clear insights
Helps spot risks so leaders can make confident decisions
When Zoe is not working, she is exploring NYC’s food scene with friends. She lives in Brooklyn with her partner and four cats— her unofficial supervisors.
About Finrise
Zoe learned early that numbers tell the truth. After turning a baseball card hobby into a micro-business, her sales looked strong, but her bank account told a different story. That moment taught her the power of financial clarity.
Later, when Zoe asked an auditor a simple question, the answer she received was so dense it took minutes to decode. Zoe realized: if an accountant has to translate, how much harder must it be for nonprofit leaders? From that moment, she committed to speaking human.
Finrise is built on that principle: Clean, audit-ready books and clear insights save leaders time, build confidence, and advance their mission.
Frequently asked questions
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Yes! We support both nonprofits and small businesses. Nonprofits keep their books audit- and tax-ready, while small businesses stay tax-ready. In both cases, clients gain insights, save hours each month, and make confident financial decisions for growth.
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Yes! For organizations that need support beyond monthly bookkeeping, we offer add-ons such as:
Payroll management
1099 preparation and filing
Custom reporting or financial reviews
These can be layered onto any plan or completed as a separate project.
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We don’t file taxes directly, but we work closely with your tax professional to ensure accurate reports and smooth filings. If you don’t have one, we can refer trusted partners.
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We use secure, industry-standard systems (like Canopy, SOC2-compliant) along with 2FA, strong passwords, and encrypted file sharing to protect sensitive information.
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Clients invest at most 3% of annual revenue in bookkeeping and financial support. Investment depends on your size and complexity.
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Yes! We can support one-time projects such as financial reviews, system setup, or cleanup to get you on track until you’re ready for ongoing support.
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Book a free Clarity Call. In 30 minutes, you’ll share your goals and challenges and walk away with one actionable step to improve your books.
Your mission deserves clarity.
With audit-ready books and clear financial insights, you can focus on impact instead of admin.
This is a 30-minute intro call, where you’ll:
✅ Share your goals and financial challenges
✅ Walk away with one actionable step to improve your books or reporting