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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

TIER 1
Core Package
Your Foundation for Clarity & Compliance.
Starting at $250/month
TIER 2
Growth Package
Streamlined Operations for Mission Growth.
Starting at $1,500/month
TIER 3
Strategic Partner / Virtual CFO
Strategic Partnership for Maximum Impact.
Starting at $3,000/month
What's Included?
QBO Account Diagnostic
Account Reconciliations for up to 2 accounts
Transaction Recording for up to 50 transactions per month
Bank & Credit Card Reconciliations
Unlimited Email Support
Monthly Reporting Delivered By 15th
TIER 1

Core Package

Your Foundation for Clarity & Compliance. - STARTING AT $250/MO

Our month end service gets you into the habit of closing your books on time and receiving consistent reports that outlines your organization's performance

At this level we implement best practices around the basics of financial management and what's needed to keep your organization compliant.

Who is this for?

Emerging nonprofits or organizations with minimal transaction volume who need a solid financial foundation and compliance.You've grown beyond the ability to DIY and need consistent, timely reporting.This tier is designed to give you peace of mind by ensuring your fundamental bookkeeping is accurate, organized, and up-to-date, freeing you to focus on your mission.
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What's Included?
Everything in Core, plus:
Increased transaction volume: Up to 150 transactions per month
Bank & Credit Card Reconciliations up to 4 accounts
Full Accounts Payable & Receivable
Comprehensive Payroll & HR Support
Grant & Program Tracking and Restricted Fund Management
Monthly Reporting Delivered By 10th
Board Reporting
Annual Audit Support
Annual Budgeting & Forecasting
Enhance Reporting & Advisory Services
TIER 2

Growth Package

Streamlined Operations for Mission Growth. - STARTING AT $1500/MO

Our financial controller service goes beyond basic bookkeeping and provides a higher level of financial oversight.

At this level, you're partnered with an experienced controller who will lead you through the audit process, assist with implementing internal controls, and more. If your nonprofit is growing and the accounting is becoming more complex, this is the perfect fit.

Who is this for?

Best for: Established nonprofits with multiple programs, significant grant funding, and a need for detailed financial tracking and operational support.You've hit the audit threshold (state, federal, or both) and need support in managing the process.
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What's Included?
Everything in Growth, plus:
Expanded Scope: up to 300 Transactions per month, Payroll for up to 30 Employees, Reconcilliantion for up to 6 accounts
Advanced Financial Strategy & Managment
Multiyear Forecasting & Budgeting
Financial Risk Management
C-Suite Level Advisory & Governance Support
Technology and Ssytems Consulting
Annual Audit Support
Premium Support & Advisory Services
Dedicated Financial Controller
TIER 3

Strategic Partner / Virtual CFO

Strategic Partnership for Maximum Impact. - STARTING AT $3000/MO

Our month end service gets you into the habit of closing your books on time and receiving consistent reports that outlines your organization's performance

At this level we implement best practices around the basics of financial management and what's needed to keep your organization compliant.

Who is this for?

You're ready to elevate your bookkeeping processYou've grown beyond the ability to DIY and need consistent, timely reporting.
Schedule a Meeting
Louisville, Kentucky, USA
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