Signature services

We can help

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

bookkeeping & advisory services

Diagnostic review & cleanup

Quickbooks online training

Form 990 preparation

How it works

Our process

Help is one call away
  1. Contact Us – Let’s see if we’re a good fit. Book a call here to discuss your needs and goals.
  2. Diagnostic Review – We will assess the current state of your QuickBooks Online and give you a report with our assessment and recommendations.
  3. Monthly Services – Based on your needs and the results of the Diagnostic Review, we will create a customized quote for services.
Gears turning

How much is it?

The monthly pricing

The Basics

For young organizations with a low volume of monthly transactions. You want monthly financial statements and to know that someone is keeping an eye on your books.
$ 650 starting at
  • PACKAGE CAN INCLUDE:
  • Monthly recordkeeping
  • Monthly reports
  • Explainer video

Momentum

For organizations that need more than the basics. You want assistance sending invoices to clients or donors + to ensure that bills are paid in a timely manner.
$ 1,250 Starting at
  • PACKAGE CAN INCLUDE:
  • Biweekly recordkeeping
  • AR and AP management
  • 30-minute quarterly meeting

Growth

For organizations that are growing and planning for the future. You want assistance preparing and monitoring an annual budget, projecting future revenue or expenses, adding or increasing staff, preparing for your annual audit, and/or more.
$ 2,000 starting at
  • PACKAGE CAN INCLUDE:
  • Weekly recordkeeping
  • Budget monitoring
  • Grant/project tracking
  • Cash flow forecasts
  • Payroll processing
  • 30-minute monthly meeting
  • KPI monitoring
  • Audit assistance

Only one you

Perfect Fit

A customized approach

Every nonprofit organization is unique.

The packages above are not an exhaustive list of what our packages can include. Contact us to discuss your needs in greater detail and create a package tailored for your organization.