Services
Our services are built to provide confidence in your financial reporting and peace of mind in your day-to-day operations.
We offer thoughtful, accurate accounting support and strategic financial guidance for nonprofits and small businesses—tailored to meet your organization where it is today and as it grows.
Essential
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Monthly bookkeeping and transaction posting
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Accounts payable and receivable management
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Bank and credit card reconciliations
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Month-end close and journal entries
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Monthly financial statements
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Email support
Growth
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All Essential services, plus:
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Annual budget setup in QuickBooks
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Budget-to-actual reporting
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Payroll processing
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1099 preparation
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Tax coordination and support
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Phone support and quarterly consultations
Enterprise
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All Essential & Growth services, plus:
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Audit coordination and support
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Tracking restricted net assets
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Project tracking
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Grant tracking
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Investment and endowment reconciliations
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Dedicated Account Manager
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Monthly meetings with leadership
Additional Services
Advisory & Fractional CFO Support
Strategic financial guidance for organizations needing more than bookkeeping. Support may include:
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Budgeting, forecasting, and cash flow planning
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Financial analysis
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Board and committee preparation and presentation support
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Internal controls and risk management
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Grant compliance and reporting support
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Grant application and financial narrative assistance
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Fundraising and donor reporting support
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Unlimited support and consultation
Accounting Cleanup & Compliance Projects
For organizations needing to correct, restructure, or modernize their accounting systems. Projects may include:
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GAAP compliance alignment
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Income recognition cleanup and restructuring
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Balance sheet and net asset reclassification
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Chart of accounts consolidation
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Historical reconciliation and prior-year cleanup
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Grant, restricted fund, and project tracking setup
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Investment and endowment reconciliation restructuring
These services are typically scoped as one-time or short-term projects.
Pricing
Pricing is customized based on your organization’s size, complexity, and needs.
Monthly retainer, project-based, and advisory engagements are available.