Work With Us
Our team is here to take the stress out of your finances by taking detailed care of your accounting and clearly communicating exactly what’s going on with your spending, funding streams, grant contracts, etc. so you remain in compliance at all times and have a solid understanding of your finances.
Feel confident that your finances are in order by taking detailed care of your accounting
We provide all the information you need to prepare for board, audit, and funder meetings
You will save money by eliminating the need for a full time accountant or controller
- Transaction recording + reconciliations
- Month-end close + monthly financial reports
- Unlimited email support
- Up to 2 accounts + up to 50 transactions/month
- Everything in Tier 1
- Earlier month-end delivery + stronger month-end processes
- Budgeting & forecasting support
- Up to 3 accounts + up to 100 transactions/month
- Everything in Tier 2
- Board reporting + audit support
- Up to 4 accounts + up to 150 transactions/month
- Includes Standard Grant Reporting Suite($750/mo value
- Everything in Tier 3
- Reporting calendar ownership + proactive scheduling
- Typical scope: up to 6 accounts + up to 200 transactions/month
- Includes Advanced Grant Reporting Suite ($1,250/mo value)
- Quarterly funder-ready report package (financial + narrative)
- Budget vs actual tracking + variance notes
- Reporting calendar + deadline management
- Add-on for Tier 1-2. Included in Tier 3 (Standard) and Tier 4 (Advanced)
Just the Books - Core Package
Reliable month-end bookkeeping so your books are accurate, reconciled, and ready for leadership-level reporting without scrambling.
At this level, we establish clean habits, consistent processes, and a solid financial foundation so you can focus on mission with confidence and keep your organization compliant.
Who is this for?
Growth Package
This is for organizations that need more than basic bookkeeping: tighter reporting, stronger month-end processes, and a higher level of financial oversight.
You’ll be partnered with an experienced nonprofit finance professional who helps you stay ahead of issues, strengthen internal controls, and build confidence in your numbers.
Who is this for?
Strategic Partner
A strategic partnership that goes beyond bookkeeping—built for nonprofits with more complexity, more stakeholders, and higher reporting expectations.
At this level, we strengthen finance operations, improve board visibility, and create repeatable processes that keep your organization compliant and audit-ready.
Who is this for?
Grant Reporting & Compliance Partner
This is our highest level of support for nonprofits where grants are mission-critical and reporting deadlines are non-negotiable.
You get everything in our Strategic Partner tier—plus a full grant reporting system and workflow that produces consistent, funder-ready reports without last-minute scrambling.
Who is this for?
Enhanced Grant Reporting Suite
If your organization manages grants, you often need more than financial statements. This add-on turns your accounting data into a consistent reporting workflow: mapping, monitoring, exception review, and quarterly funder-ready report delivery.
Nonprofits that receive grant funding and want clean, repeatable reporting—without rebuilding spreadsheets every quarter or scrambling to meet deadlines. Works with any tier.
- Grant tracking setup + ongoing maintenance (Projects/Classes/Locations)
- Grant budget vs actual reporting (by grant)
- EMonthly allocations/coding review + exceptions list
- Deadline calendar + reporting reminders
- Funder-ready reporting package (per Lite/Standard/Advanced)
- Board pack, audit support, budgeting/forecasting, advisory, or accelerated close deadlines.
- Best for 1-2 grants (simple reporting needs)
- Monthly monitoring + exceptions list (we flag coding/allocation issues)
- Quarterly funder-ready reporting package (financial + narrative)
- Basic deadline tracking (reminders)
- Lightweight setup + ongoing maintenance
- Best for 3-5 grants (recurring deadlines + real variance questions)
- Everything in Lite, plus:
- Monthly variance notes (what changed + why)
- Indirect/admin allocation support (when applicable)
- Stronger grant-by-grant budget monitoring across multiple awards
- Best for 6+ grants (complex restrictions or high reporting volume)
- Everything in Standard, plus:
- Reporting calendar ownership (proactive scheduling + deadline management)
- Priority coordination for grant reporting needs
- Year-end grant reporting support package (within scope)
- Configure tracking structure (Projects/Classes/Locations) for up to 5 active grants
- Create reporting templates (budget vs actual + restricted activity summary)
- Set up grant calendar (deadlines + reporting cadence)
- 1 kickoff call (45 min) + 1 follow-up call (30 min)
- 30-day stabilization (minor tweaks to make reports tie out)
- Historical cleanup / recoding prior months
- Rebuilding chart of accounts
- Backfilling grant budgets
- Allocation methodology from scratch
- Fixing unreconciled books