YPTC: Accounting & CFO Services for New York City Nonprofits

Nonprofit Accounting Services for New York City Nonprofits

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Greetings from New York City!

YPTC provides expert financial and accounting services to nonprofits in New York City across Manhattan, Brooklyn, Queens, The Bronx, and Staten Island. YPTC's New York City office has 80+ local staff and currently serves 300+ clients in the NYC metro area, from the city itself to Northern New Jersey to Long Island to southern Connecticut, as well as the entire great state of New York.

 

YPTC delivers tailored financial management services, including fractional CFO support, helping nonprofits achieve financial clarity and sustainability so they can focus on what matters most: their mission.

YPTC Provides Fractional CFO Support

Many organizations face challenges managing their accounting and finance departments, including high turnover or understaffing. A fractional CFO provides the financial services, leadership, and expertise you need on a part-time basis, including financial planning and strategy, board reporting, audit preparation, and much more.

Image of two people examining financial documents, representing the role an interim CFO or fractional CFO can play in nonprofit organization's finance and accounting

Who We Serve

YPTC works with New York City nonprofits of all stages and types. Here's how we can help your organization through its growth journey:

 

Growing

For growing New York City nonprofits, it can be difficult to balance high-level strategy with daily financial management. YPTC can step in to provide the foundational support you need, eliminating the need to hire full-time finance staff members. We can handle your core accounting and bookkeeping while establishing strong policies and procedures to safeguard your assets. As your mission scales, we can assist with budgeting, forecasting, and financial reporting so you can present clear, confident numbers to your board and early funders.

 

Stabilizing & Expanding

As your organization expands, financial management becomes more complex. YPTC provides mid-sized nonprofits with strategic CFO-level though partnership, scenario planning, and proactive cash flow management. We can streamline your financial operations through system optimization, build customized dashboards for real-time visibility, and assist with grant proposals, management, and reporting. When you have annual financial statement audits, we can facilitate a smooth and efficient process and make sure you have strong monthly closes, internal controls, and workpapers that keep you audit-ready year-round.

 

Mature

Larger and more mature nonprofits require sophisticated oversight. YPTC partners with major charitable organizations to deliver advanced financial reporting, analysis, and planning, ensuring your leadership can make data-driven decisions. Whether you're navigating and organizational shift, facing executive turnover, or just need extra support, we offer flexible interim and ongoing solution and provide finance leadership continuity, specialized expertise, and capacity-building to optimize your finance function for sustainable growth.

Success Stories from some of our New York City clients:

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“Until YPTC, there was nothing like this anywhere in the New York City area.”
- Adam Green, Executive Director, Rocking the Boat

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Healthy-humor

“I can’t imagine working with anybody else. They’ve been a godsend for me.”
- Dina Paul-Parks, Cofounder & CEO, Healthy Humor

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Logo - EB Research Partnership

“They bring a shared passion for our mission, in addition to managing our finances to the penny and achieving perfect audits. What more can you ask for?”
- Michael Hund, CEO, EB Research Partnership

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MassNYC Try Again-16

“They do a lot of the roll-up-your-sleeves kind of work that needs to be done. It’s been extremely helpful.”
- Robert Libbey, Vice President of Administration & Finance, Municipal Art Society of New York

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-design-trust

“One of the benefits is that we get a controller who works not just for the Design Trust, but also with other clients. That gives us an awareness and the wherewithal to learn about trends in the market. It’s not just about delivering work for us; it’s also more strategic having this wider perspective.”
- Matthew F. Clarke, Executive Director, Design Trust for Public Space

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SHF-logo-1

“Throughout our entire experience, I was always confident that there was no problem that couldn’t be solved by a quick message through YPTC’s messaging system.”
- Richard Johns, Chief Operating Officer, Settlement Housing Fund

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Want to achieve financial management success like these New York City-based organizations?

Contact Us
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YPTC Supports Foundations

We help foundations boost their impact while staying compliant amid regulatory and accounting complexities.

 

Learn how YPTC supports foundations through our foundations specialization, and check out our recent case studies on grantee education and technical assistance scenarios:

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YPTC New York Director Rachel DeMatteo in front of an outline of New York state, representing YPTC's non profit accounting and fractional cfo services reach to the Greater New York area

Meet Rachel DeMatteo, YPTC New York Director

Rachel DeMatteo is Director of YPTC's New York office. Rachel joined YPTC in 2013 as an Associate, grew to Manager and later Director and Market Leader alongside YPTC's growth in New York.

 

"From my experience working as an auditor of nonprofits, I saw that many needed this type of support in their accounting departments. At that time, I thought YPTC would be a steppingstone in my career, but I quickly learned that YPTC is something special: a group of genuinely caring people, doing what they love and supporting organizations that are doing good for our communities and beyond."

Want to learn what YPTC can do for your New York City nonprofit?
Contact us!

YPTC New York City Office Address:

1350 Broadway Suite 1020
New York, NY, 10018

Want to schedule a quick chat?

We can't wait to meet you!

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