Our Service Offerings

Essentials Package: Empower Your Nonproit’s Financial Foundation

Managing finances shouldn’t hold your nonprofit back—it should propel you forward. Our Essentials Package is more than just bookkeeping; it’s the foundation for your organization’s growth and sustainability. By partnering with us, you’ll gain the financial clarity and support needed to amplify your mission’s impact.

    • Feel overwhelmed trying to navigate the complexities of nonprofit financial management.

    • Need clear, actionable insights to confidently share with your board or funders.

    • Want to ensure your financial records are accurate, so you can focus on what truly matters: your mission.

    • Accurate Transaction Tracking: Know exactly where your resources are going, empowering better decision-making for your programs.

    • Monthly Account Reconciliations: Gain peace of mind with balanced books, helping you stay mission-focused.

    • Simple Financial Reports: Receive clear insights that keep your team aligned and stakeholders informed.

    • Responsive Support: Get guidance when you need it, turning challenges into opportunities.

    • Quarterly Financial Check-Ins: Stay proactive with tailored reviews and recommendations that position your nonprofit for growth.

  • Starting at $300/month*, this package delivers more than financial management—it gives you the tools to thrive.

    *Plus a $500 onboarding fee.

Sustainability Package: Secure Your Nonprofit’s Future

Your nonprofit’s growth deserves a financial strategy that evolves with it. The Sustainability Package is more than advanced bookkeeping—it’s your pathway to financial resilience, compliance, and empowerment. By partnering with us, you’ll build the expertise, systems, and confidence needed to scale your mission sustainably.

    • Are preparing for audits, pursuing larger grants, or exploring new funding opportunities to expand your impact.

    • Need expert guidance to ensure financial compliance and accuracy at every stage of growth.

    • Want to strengthen your team’s capabilities and internal systems for long-term success.

    • Audit Readiness: Eliminate the stress of audits with financial records that are always prepared, so you can focus on your mission’s impact.

    • Compliance Support: Navigate complex nonprofit regulations with ease, ensuring your organization remains transparent and accountable.

    • Staff Training: Equip your team with the skills and knowledge to take ownership of your financial processes, building lasting capacity.

    • Collaboration with Auditors/Accountants: Seamlessly integrate with external partners to ensure accurate and efficient audits or reviews.

    • Bi-Weekly Financial Reviews: Stay ahead of challenges and identify opportunities with regular, actionable insights.

    • Unlimited Email Support: Receive proactive guidance whenever you need it, helping you stay confident and prepared.

  • Starting at $1,500/month*, the Sustainability Package positions your nonprofit to thrive, not just today, but for years to come.

    *Plus a $1,500 onboarding fee.

Impact Package: Elevate Your Mission with Financial Clarity

Your growing nonprofit deserves more than just bookkeeping—it needs a strategic partner to navigate complexity and create lasting impact. The Impact Package equips you with tailored financial solutions that empower growth and enhance transparency, ensuring every dollar works harder for your mission.

    • Manage multiple grants or funding streams and need precise tracking to maximize their impact.

    • Struggle to create financial reports that inspire confidence among funders and stakeholders.

    • Want to make informed, mission-driven decisions backed by deeper financial insights.

    • Donor and Grant Tracking: Build trust and demonstrate accountability by showing funders exactly how their contributions drive change.

    • Customized Reports: Craft compelling financial narratives that strengthen funder relationships and support future growth.

    • Budget Monitoring: Transform your financial data into actionable insights, ensuring your programs stay aligned with your mission.

    • Quarterly Funder/Board Reports: Showcase your organization’s impact with clarity and professionalism.

    • Monthly Financial Reviews: Collaborate with us to plan and optimize for what’s ahead.

    • Priority Email Support: Address urgent concerns quickly, so you can stay focused on making a difference.

  • Starting at $600/month*, this package ensures your financial strategy supports your mission at every stage of growth.

    *Plus a $1,000 onboarding fee.