Emerging nonprofits with straightforward activity and no restricted grants.
Growing nonprofits that want budgeting, forecasting and a faster close.
Established nonprofits that want a finance partner in the room: fractional CFO advisory, a board-ready pack every month, and audit support.
Nonprofits with heavy grant reporting, many accounts, or work that spans fractional CFO and compliance.
Every plan is quoted after a short diagnostic, so the price you are given is the price you pay. Compare what is in each plan below, or find your tier in three questions.
Which tier am I?
Three questions. No email required.
Answer all three and we'll point you at a starting plan.
What's in each plan
Volume and account counts are scoped on your call, not sold off a shelf. What differs between plans is depth of reporting and how much compliance work we carry.
| Feature | Bronze $600 | Silver $1,050 | Gold $1,500 | Custom Quoted |
|---|---|---|---|---|
| Monthly bookkeeping | ||||
| Transaction recording & categorization | ✓ | ✓ | ✓ | ✓ |
| Bank & credit card reconciliations | ✓ | ✓ | ✓ | ✓ |
| Month-end close | ✓ | ✓ | ✓ | ✓ |
| QBO account diagnostic at onboarding | ✓ | ✓ | ✓ | ✓ |
| Restricted fund & class tracking | — | ✓ | ✓ | ✓ |
| Reporting | ||||
| Monthly financial statements | ✓ | ✓ | ✓ | ✓ |
| Delivered by | The 15th | The 12th | The 10th | Agreed with you |
| Functional expense tracking | — | ✓ | ✓ | ✓ |
| Board-ready reporting pack | — | — | Monthly | Monthly |
| Executive director report | — | — | ✓ | ✓ |
| Planning & advisory | ||||
| Annual budgeting & forecasting | — | ✓ | ✓ | ✓ |
| Review call | — | Quarterly | Monthly | Monthly |
| Fractional CFO advisory | — | — | Monthly | Monthly |
| Cash flow projections | — | — | ✓ | ✓ |
| Owner / ED reporting written for decisions | — | — | ✓ | ✓ |
| Grants & compliance | ||||
| Grant Reporting Suite | Add-on | Add-on | Standard included | Advanced included |
| Annual audit support (PBC prep + auditor Q&A) | — | — | ✓ | ✓ |
| Net asset release & restricted roll-forward | — | — | ✓ | ✓ |
| Reporting calendar ownership | — | — | — | ✓ |
| Support | ||||
| Unlimited email support | ✓ | ✓ | ✓ | ✓ |
| A/P, A/R & Payroll add-ons | ✓ | ✓ | ✓ | ✓ |
| Priority coordination | — | — | — | ✓ |
Add-ons, priced up front
Available with any plan. Add them at the start or as you grow.
Bill entry, approval routing and scheduled payment runs.
Invoicing, deposit application and collections follow-up.
Both, bundled.
Payroll runs, journal entries and reconciliation to your books. You keep your own payroll platform.
Grant tracking, budget-vs-actual monitoring and funder-ready packages. Included with Gold and Custom.
Compare all three levels →Catch-up bookkeeping starts at $750 and is scoped after a short diagnostic, so you know the number before we begin.
If your activity or complexity outgrows your tier, we flag it at your review call and move you up together. No surprise line items, no counting transactions.
What you actually receive
Real examples built with a fictional nonprofit's numbers, so you can see the format and the detail before you sign up.
All three come with Gold and Custom. On Bronze or Silver, the grant report is available with the Grant Reporting Suite.
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.
We partner with organizations advancing equity, inclusion and belonging, and we bring the same standard of care to every client, whoever they serve. If your mission centers justice or acceptance, you will not have to explain it to us.