COBALT CORE
Full Back-Office Support, Built for Nonprofits.
Cobalt Core is a dedicated management team providing end-to-end administrative and financial oversight for nonprofit organizations—delivering fully managed back-office services coordinated through a dedicated Project Manager and Accounting Manager.
CHALLENGES WE ADDRESS
The Problem We Solve
Your Mission Deserves More Than a Patchwork Back Office
Most nonprofits are managing financial operations, compliance obligations, donor processing, and grant administration with limited staff, disconnected tools, and no clear operational infrastructure behind them. The result is a back office that’s reactive, fragile, and unable to keep pace with organizational growth.
From accounting and bookkeeping to charitable registrations, grant management, and HR consulting, we handle the operational complexity so your leadership can stay focused on mission-driven impact.
Cobalt Core replaces that patchwork with a comprehensive, fully managed service model—coordinated by a dedicated team, supported by best-in-class technology, and structured to meet your organization exactly where it is today while remaining scalable as it grows.
- No dedicated financial or administrative staff to manage day-to-day back-office operations
- Compliance obligations going unmanaged
- Grant funding at risk due to inadequate expense tracking, reporting, or documentation
- Donor management and tax receipt processing handled manually or inconsistently
- No integrated accounting infrastructure connecting banking, bookkeeping, and financial reporting
- Entity formation, IRS status, and governance needs requiring expert coordination
Cobalt Core Service Portfolio
Cobalt Cloud combines a proprietary SaaS environment with structured service layers–pre-configured for the nonprofit sector and ready to operate on day one.
Accounting & Financial Management
- Integrated Accounting & Financial Systems
- Financial Data Migration
- Standard Nonprofit Chart of Accounts
- Bookkeeping & Account Reconciliation
- Accounts Receivable
- Payment Processing
- Credit Card Management System
- Donation Platform Support
- Tax Receipts
- Grant Management (Private & Government Funding)
- Program & Event Financial Management
Tax, Audit, & Regulatory Filings
- Annual Form 990 Tax Filing
- Independent Auditing
- State Corporate Compliance
- 1099 Preparation and Filing Support
- Registered Agent Set Up
- Nonprofit Corporation Formation
- 1023 Filing
- 501(c)(3) Reinstatement
State & Charitable Compliance
- State Charitable Registration
- Sales Tax Exemption Filings
- Nonprofit Corporation Maintenance
- Event-Related State Permitting
- Public Charity Profile Management
Legal, Risk Management, Insurance, and Human Resources Services
- Trademark Filing Support
- Risk Management
- Insurance Advisory & Coordination
- HR Handbook Consulting
- Security Awareness Training
How We Work
A Dedicated Team. A Trusted Partnership.
Cobalt’s services are coordinated and delivered directly by our team—with specialized third-party partners engaged and managed by us on your behalf.
Cobalt-Delivered Services
Core accounting, bookkeeping, payment processing, donor management, and project management services are coordinated and delivered entirely in-house by your dedicated Cobalt team.
Specialized Partner Network
Tax, audit, legal, and compliance services are coordinated through Cobalt’s vetted network of preferred partners.
Technology Stack
Client Control
You retain full ownership and control over all accounts and decisions at all times. Cobalt acts on your behalf only with explicit authorization and approval—ensuring your organization’s autonomy is never compromised.
Implementation
Onboarded and Operational in 8 Weeks.
Transparent Pricing
Flexible Fees Designed to Scale With You.
Cobalt Core operates under a flexible fee structure that scales with your organization’s assets under management and enrolled services. As your organization grows, your service model scales with it—ensuring consistent, high-quality support at every stage.
READY TO GET STARTED?