Silver: Growth Package
Best for: Growing nonprofits that want budgeting, forecasting and a faster close.
Restricted fund and class tracking, functional expense tracking, annual budgeting and forecasting, financials by the 12th, and a quarterly review call.
Gold: Strategic Partner
Best for: Established nonprofits that want a finance partner in the room.
Everything in Silver, plus monthly fractional CFO advisory, a board-ready reporting pack and executive director report every month, cash flow projections, net asset release and restricted roll-forward, annual audit support, the Grant Reporting Suite (Standard), financials by the 10th, and a monthly review call.
Need more? Custom plans cover multiple funders, complex restrictions or a finance function to rebuild.
See what you would receive
Three real report formats, built with a fictional nonprofit’s numbers, so you can see the detail before you sign up.
These 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.
Which plan fits a growing organization?
Most growing nonprofits start on Silver. If you want a finance partner and board-ready reporting every month, Gold is built for that. We help you choose on the first call.
Can we start on Silver and move up?
Yes. If your activity outgrows your plan, we flag it at your review call and move you up together.
Do you handle audits?
Gold includes annual audit support: preparing the schedules your auditor requests and answering auditor questions.
Past and Current Partners
