Providing nonprofit leaders with clear, reliable financial oversight and strategic guidance so they can confidently make decisions, meet compliance requirements, and focus on their mission
Professional Accounting and Assurance Services
Best for: Organizations that need clean books, accurate reporting, and reliable tax compliance.
Price Range:
$1,500 – $2,000/month
Includes:
Monthly bookkeeping & transaction categorization
Bank & credit card reconciliations
Monthly financial statements (P&L, Balance Sheet)
Adjusting journal entries & cleanup
Basic financial summaries (clear, easy-to-understand)
Annual tax preparation (Form 990 or applicable return)
Email support for financial questions
Best for: Organizations that need ongoing financial guidance, oversight, and confidence in decision-making.
Price Range:
$3,000 – $6,000/month
Includes everything in Tier 1, plus:
Budget development & tracking (budget vs. actual)
Cash flow monitoring & guidance
Monthly financial strategy call
Board-ready financial reporting support
Audit preparation support
Financial process improvement recommendations
Best for: Organizations seeking high-level financial leadership and hands-on strategic support.
Price Range:
$5,000 – $8,000+/month
Includes everything in Tier 2, plus:
Weekly or bi-weekly leadership support
Strategic financial planning & forecasting
Direct support with funders, banks, and stakeholders
Grant budget development & financial positioning
Audit leadership & coordination
Ongoing financial decision support
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