Online Accounting For Not-For-Profits And Charities
Clear books, board-ready reports and funder-ready accountability, delivered online across New Zealand by a Xero Certified Partner.
Running a not-for-profit is demanding enough. We take care of the financial side so your board, your funders and your team can see exactly where the money is going and what it is achieving.
Matagi Mundax provides bookkeeping and accounting support, management and board reporting, grant and fund reporting, budgeting and forecasting for charities, trusts, societies, clubs and community organisations. Everything is done online, so location is never a barrier.
Support For Not-For-Profits Of Every Size
Charities, Trusts And Societies
Registered charities, charitable trusts, incorporated societies and community groups.
Churches And Faith-Based Organisations
Churches and faith-based organisations that need clear, trustworthy financial reporting for their leaders and members.
Iwi, Hapū Or Marae-Based Organisations
Iwi, hapū and marae-based organisations that need financial reporting that meets the needs of their people and funders.
Volunteer-Run Organisations
Organisations with a volunteer treasurer who needs support and continuity.
Services Built Around Your Organisation
Bookkeeping and Accounting Support
Regular reconciliation and review so your records are accurate and up to date, whether the data entry is done by staff, volunteers or a bookkeeper.
Board and Management Reporting
Clear monthly or quarterly financial reports with commentary, so trustees and committee members can make decisions with confidence.
Grant and Fund Reporting
Track restricted and unrestricted funds, report against grants, and prepare the figures your funders ask for.
Budgeting and Forecasting
Annual budgets, cash flow forecasts and scenario planning, including what happens if a grant is delayed or not renewed.
Three-Statement Financial Modelling
Fully integrated Profit and Loss, Balance Sheet and Cash Flow forecasts over five or ten years, built to your requirements. Ideal for strategic planning, funding applications, capital projects and board decision-making.
Compliance Support
Working alongside your reviewer or auditor to have your records ready for year-end and annual reporting.
Charities Register Updates
Keeping your organisation's details on the Charities Services register accurate and up to date, including officer, contact and rules changes, so your charity stays compliant and your public record is current.
Accounting Cover and Relief Support
Stepping in when your accounts person is on leave, whether for a few weeks or an extended absence, so payments, reconciliations, reporting and deadlines continue without interruption.
Four Simple Steps To Get Started
1. Free Consultation
We talk about your organisation, your current systems and what you need.
2. Scope and Quote
You receive a clear written proposal with what is included and how it is charged.
3. Onboarding
We review your Xero file or set one up, agree reporting dates and who does what.
4. Ongoing Support
Regular reconciliation, reports and check-ins, so there are no year-end surprises.
Backed By The Right Accreditations
Questions We Are Often Asked
Yes. We support volunteers and staff alike, and keep processes simple so they survive a change of treasurer.
Yes. We set up fund and grant tracking in Xero and prepare reports to match each funder’s requirements.
Yes, we can prepare and file your annual returns. We are not auditors, so we do not carry out audits. We prepare your financial reports to be audit-ready and are available to answer your auditor’s questions and provide supporting records.
Xero is our specialty and what we recommend. If you use something else, talk to us and we will advise honestly.
Yes. Services are delivered by video, phone and email, with secure document sharing.
It depends on the size of the organisation and the level of support. After a free consultation you receive a clear written quote.
Let's Make Your Finances One Less Thing To Worry About
Request A Free Consultation - mathew@mundax.com
Book a free, no-obligation consultation. We will talk through your organisation and how we can help.
Fully online, serving New Zealand.