What We Offer

Efficient financial management is the cornerstone of every successful not-for-profit.

Let the numbers tell your impactful story.

Full-Service Finance

CFO Services

Starting at $2,500 / month

For organizations ready to fully outsource their finance department to a trusted expert. Our CFO services provide comprehensive financial leadership and day-to-day management, including data entry, reconciliations, financial reporting, strategic planning, cash flow forecasting, budgeting, grant management, accounts receivable, accounts payable, payroll, audit preparation, 1099 processing, and more.

This package is designed for nonprofits that need a seasoned financial partner at the table, without the cost of a full-time hire.

  • Strategic planning & cash flow forecasting
  • Grant management & audit preparation
  • Full-cycle AP, AR & payroll
Financial strategy and reporting on a tablet
Clean financial reporting dashboard
Reliable Foundations

Bookkeeping Services

Starting at $500 / month

For start-up to growing organizations that need reliable, consistent transaction processing and reporting. Packages include data entry, account reconciliations, and financial reports delivered on a regular schedule so your leadership always has a clear picture of where things stand.

  • Accurate data entry & account reconciliations
  • Financial reports on a regular schedule
  • Clear visibility for your leadership team
Flexible Support

Other Services and Add-Ons

We offer a full range of flexible services to meet your organization wherever it is. One-time clean-up or catch-up engagements are available for organizations that need to get their books in order before moving forward. We also provide new chart of accounts set-up and company file configuration in QuickBooks Online. For organizations on a VIP package, individual add-ons are available, including accounts receivable, accounts payable, and payroll processing.

A la carte menu coming soon.
Get Started

Ready to Get Started?

Let's explore which service structure fits your organization. Your first consultation is always free.

Contact Us Today