Signature services

We can help

From your chart of accounts to your annual audit and everything in between, we’ve got you covered.

Our process

Help is one call away

 

1. Start with a Discovery Call
We’ll learn about your organization and see if we’re a good fit. Book a call to get started.

2. The Clarity Check
We perform a one-time diagnostic review of your QuickBooks Online to assess the current state of your books. This paid service—The Clarity Check—allows us to assess the accuracy and structure of your current bookkeeping.

3. Readiness Report + Quote
After the review, you’ll receive a written Readiness Report outlining our findings, plus a custom quote for monthly services. If clean-up is needed, a flat fee for a Clarity Reset will be included in your quote.

4. Get Started
Once the quote is approved, we’ll complete any necessary clean-up and begin monthly services based on your selected package—Foundation, Insight, or Vision.

Gears turning

How much is it?

The monthly pricing

🧱FOUNDATION

For organizations that need reliable monthly bookkeeping with essential reporting.
Priced by Engagement
  • CAN INCLUDE:
  • QuickBooks Online categorization
  • Monthly financial reports
  • Monthly journal entries
  • Balance sheet reconciliations
  • Released restricted net assets
  • Secure document portal
  • Email communication

🔍INSIGHT

For organizations with grants, budgeting needs, or boards that expect clear, timely reporting.
Priced by Engagement
  • CAN INCLUDE:
  • Everything in Foundation
  • Budget vs. actual reporting
  • Grant and fund tracking
  • Custom board reports
  • Video walkthrough of financials
  • Finance review calls
  • KPI tracking
  • Pre-audit prep
  • Priority email support

🌟VISION

For organizations preparing for growth, audits, or deeper financial strategy.
Priced by Engagement
  • CAN INCLUDE
  • Everything in Insight
  • Full audit prep & audit support
  • Monthly cash flow forecasting
  • Advisory services
  • SOP assistance
  • Accounting Manual assistance
  • Internal controls review
  • Top-priority support

*See our Glossary of Services, which breaks down each service into plain English—so you know exactly what’s included and how it supports your mission.