OUR SERVICES
Explore our range of services below and discover how we can help you achieve your financial goals with confidence.
Work With UsEssential
Bookkeeping with Compliance Awareness
Starting $1,000/month
Core Controller
Guidance, Tracking & Board-Ready Insights
Starting $2,200/month
Premier Financial Management
Full Function Support
Starting $3,500/month
Essential
This service provides fundamental assistance for nonprofits, including expert guidance and streamlined processes.
Starting at $1,000
This is for you if:
You’re ready to hand off day-to-day bookkeeping
You want dependable financials delivered every month
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Accurate categorization of all transactions.
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Full reconciliation for clean, audit-ready books.
Review, adjustments, and monthly wrap-up.
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Program, Administrative, and Fundraising breakdown.
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Standard reports delivered on a predictable timeline.
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Real-time visibility into your financials.
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For organizations wanting periodic touch points.
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Ask questions anytime through our secure client portal.
Included:
Core Controller
This package was designed for growing nonprofits that need controller-level support without managing a full finance team.
Starting at $2,200
This is for you if:
Nonprofits with grants, audits, or compliance requirements
Leaders who want regular financial insight and support
Organizations ready for structure, oversight, and accountability
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Restricted funds tracked and reported accurately.
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Ongoing visibility into cash position and upcoming needs.
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Vendor payments, contractor invoices, and payment tracking.
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Primary point of contact for auditors and reviewers.
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Review and monitoring of payroll for accuracy (no payroll processing).
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Dedicated time to review financials, answer questions, and provide guidance.
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Annual Form 990 prepared using year-end financials.
Preparation and filing of required Forms 1099 for contractors.
Included:
Premier Financial Management
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Ongoing strategic financial guidance and decision support.
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Customized reports for the board and participation in board or finance committee meetings.
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Regular touchpoints to stay ahead of financial decisions and issues.
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End-to-end management of vendor payments, invoicing, and collections.
Nonprofits with active boards and complex operations.
Executive Directors who want a financial thought partner
Organizations needing hands-on, ongoing financial leadership
This package is designed for nonprofits that need more than accurate books. They need a strategic financial partner.
Starting at $3,500
This is for you if:
Included: