Too many nonprofits are flying blind with their finances.
Unreconciled accounts. Funder deadlines. Audits on the horizon.
Whether you’re navigating growth or just trying to keep up, uncertainty in your numbers can hold you back.
That’s why we begin every client relationship with a Clarity Check—a focused, expert review that helps us understand where your organization stands financially, what’s working, what needs improvement, and how we can support your next phase of growth.
The Clarity Check includes a review of:
We’ll request accountant access to your QuickBooks Online file as part of this process. After the review, you’ll receive a customized Readiness Report.
Once complete, you’ll receive a personalized Readiness Report that includes:
Key observations about your current financial structure.
A list of gaps, risks, or inefficiencies we identify.
Strategic recommendations tailored to your organization.
A quote for monthly services (if appropriate).
Whether you choose to work with us long-term or not, your Readiness Report gives you immediate clarity and a concrete action plan.
Choose the level of insight that fits your needs.
If your books are reconciled monthly, and you've had no significant changes, the Snapshot is a safe fit.
If you’ve had Finance staff turnover, growth, or grants added, Plus provides context + support.
If you’re saying things like “I’m not sure this balance is right” or “We haven't had a real bookkeeper in years”—the Deep Dive is your best friend.Navigate
Contact
We are a fully remote firm that serves clients all over the United States.
Book a call here!
P: 908-444-6050
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