See the work
Real report formats, built with a fictional nonprofit’s numbers.
The grant funding report comes with the Grant Reporting Suite. The board pack and executive director report come with Gold and Custom plans.
One page a board can act on: operating runway on total and unrestricted cash, cash position net of restricted funds, a grant health snapshot, and ASC 958 functional expense allocation.
The monthly read for an ED: budget-vs-actual expense detail line by line, month-over-month trend, balance sheet comparison, grant portfolio status and a three-month cash outlook.
Restricted net assets rolled forward by grant — beginning, revenue received, released, ending — reconciled to the general ledger, with award utilisation and grant health flags.
Grant reporting is priced by how many grants you manage. Add the Grant Reporting Suite to Bronze or Silver, or get it included with Gold.
Grant Reporting Suite
Lite
Best for: 1 to 2 grants.
Monthly monitoring with an exceptions list, a quarterly funder-ready package, basic deadline tracking.
Standard
Best for: 3 to 5 grants.
Adds monthly variance notes, indirect and admin allocation support, and stronger grant-by-grant budget monitoring.
Advanced
Best for: 6 or more grants.
Adds reporting calendar ownership, priority coordination and a year-end grant reporting package.
One-time setup: $350 to $500, depending on complexity.
Bookkeeping plans these pair with
Silver: Growth Package
Best for: Growing nonprofits that want budgeting, forecasting and a faster close.
Restricted fund and class tracking, budgeting, quarterly review call.
Gold: Strategic Partner
Best for: Established nonprofits that want a finance partner in the room.
The Grant Reporting Suite (Standard) included.
Worth knowing: if you manage 3 to 5 grants, Silver plus the Standard suite is $1,800/mo, while Gold is starting at $1,500/mo and includes the Standard suite plus fractional CFO advisory, a monthly board pack and audit support.
How many grants is too many?
The Suite is built for anything from 1 or 2 grants to 6 or more. Pricing steps up with volume and complexity.
Can you fix grant tracking that’s already messy?
Yes, but historical cleanup and recoding of prior months is billed separately after a diagnostic, so you know the number first.
Is this separate from bookkeeping?
On Bronze or Silver the Suite covers grant reporting only and does not change your bookkeeping plan. Gold includes it.
Past and Current Partners
