Nonprofit Back-Office Administration
We don’t believe in one-size-fits-all for nonprofit back-office administration. Instead, our team meets you where you are, customizing our range of services to fit your unique needs and culture. Cobalt partners with your organization to design and direct your future in a way that drives results. Our nonprofit back-office services provide a comprehensive, white-labeled solution to ensure proper compliance and administration to charitable entities reluctant to incur overwhelming challenges within the nonprofit sector.
Core Services
Accounting & Financial Management
Accounting & Financial Management Services
- Connection to existing bank or set up a dedicated bank account through City National Bank with 24/7 access
- Monthly accounting reports
- Revenue processing
- Donor management reports
- IRS-approved tax receipts
- International donation facilitation
- Expense and reimbursement processing
- Post-award grant financial tracking and compliance management
- Process sales tax exemption (STE) and STE certificates for participating states
Grant & Event Support
Grant & Event Support
- Assistance and fulfillment of grant requests for individual hardships, business hardships, and charitable giving
- Management of awarded grant and reporting requirements
- Assistance in donor and grant research
- Access to the Foundation Directory online
- Assistance in creating event ticket and/or sponsorship pages
Technology & Security
Technology & Security
- Sage Intacct setup and usage
- Donation page creation
- Recommended chart of accounts
- Data security and network protection
Dedicated Administrative Support
Dedicated Administrative Support
- Dedicated nonprofit back-office administrative support team with two primary points of contact, a Project Manager and Accounting Manager, to oversee the implementation and ongoing management of services
- Access to virtual and phone meetings, as needed
- Preferred partnership referrals
- Contract review and creation
- Access to legal council referral network
- Basic external charity and vetting
- Fundraising and audience-building advisement
- Facilitation of proof of status documents, including tax disclaimer statement and W9
Add-On Services
State Registration
- Ensure IRS and state compliance without hassle.
Independent Auditing
- Keep your nonprofit legally registered and operational.
Annual Tax Filing
- Manage accounts, expenses, and reporting efficiently.
Insurance & Risk Management
- Get audit-ready with professional guidance.
Event-Related State Permitting
- Oversee funding applications and reporting requirements.