OUR SERVICES
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Our team is here to take the stress out of your finances by taking detailed care of your accounting and clearly communicating exactly what's going on with your spending, funding streams, grant contracts, etc. so you remain in compliance at all times and have a solid understanding of your finances
Feel confident that your finances are in order by taking detailed care of your accounting
We provide all the information you need to prepare for board, audit, and funder meetings
You will save money by eliminating the need for a full time accountant or controller
6 Signs Your Nonprofit Is Ready for Outsourced Accounting:
You’ve reached $1 million+ in revenue.
You have audit requirements and complex accounting.
You don't want to manage an in-house accounting staff.
You don’t have access to actionable and timely reporting.
You're growing too fast to keep up with your finances.
You need a team of experienced people you can trust.
WHAT'S INCLUDED?
QBO Account Diagnostic
Account Reconciliations
Budget To Actual Reporting
Functional Expense Tracking
Present Financials In Monthly Meeting
Monthly Reporting Delivered By 15th
Board Reporting
Core Package
MONTH END CLOSE — STARTING AT $1,500/MO
Our month end service gets you into the habit of closing your books on time and receiving consistent reports that outlines your organization's performance.
At this level we implement best practices around the basics of financial management and what's needed to keep your organization compliant.
This is for you if:
You're ready to elevate your bookkeeping process by delegating to a team of experts.
You've grown beyond the ability to DIY and need consistent, timely reporting.
Standard Package
FINANCIAL CONTROLLER — STARTING AT $3,000/MO
Our financial controller service goes beyond basic bookkeeping and provides a higher level of financial oversight.
At this level, you're partnered with an experienced controller who will lead you through the audit process, assist with implementing internal controls, and more. If your nonprofit is growing and the accounting is becoming more complex, this is the perfect fit.
This is for you if:
Your accounting needs have become complex and you need customized reporting and increased oversight.
You've hit the audit threshold (state, federal, or both) and need support in managing the process.
WHAT'S INCLUDED?
Everything in Core, plus:
Cash Flow Management
Audit Prep & Support
Grant Management & Reporting
Payroll Management
WHAT'S INCLUDED?
Everything in Core & Standard, plus:
Dedicated Controller & Team
Board Reporting & Attendance
Accounts Payable Support
Accounts Receivable Support
Cost Allocation Management
Weekly Virtual Meetings
Fiscal Manual
Financial Dashboard
Bill Pay
Advanced Package
FULL FISCAL FUNCTION -STARTING AT $5,500/MONTH
Our full fiscal function service is your "home away from home" accounting department. We serve as an extension of your team and take on all of your accounting needs.
At this level, you're partnered with a direct point of contact and a team of Accountants who manage your entire fiscal function. If you're ready to hand over all your accounting needs, this package is the perfect fit for you.
This is for you if:
Your organization needs a dedicated team to support the entire fiscal function.
You're ready to hand over all of your accounting needs to a trusted partner.
Some Kind Words
FROM OUR CLIENTS
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Elizabeth Wells