Accounting and advisory services designed for impact

Whether you need foundational accounting or executive-level insight, our services meet you where you are.

Our Services

Our services are built to provide clarity first. From accurate, tax-ready financials to strategic advisory support, we help leaders make informed, mission-aligned decisions with confidence.

Core
Accounting

Essential compliance and clarity for decisions.

Your foundation for accurate, tax-ready financials. This package delivers monthly bookkeeping, reconciliations, and clear financial statements—plus basic trend insights so you always know where you stand financially.

IDEAL FOR: Organizations who need organized, accurate financials and want to ensure accuracy for maximum tax benefits so they can stop worrying about their books.

Starting at $599/month*

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Growth
Accounting

Transforms compliance into a strategic advantage.

Everything in Core Accounting, plus proactive financial guidance to help you plan, grow, and stay ahead. Combines accurate monthly accounting with quarterly strategic reviews and forecasting.

IDEAL FOR: Nonprofits and small businesses ready to move beyond basic reporting; want expert insight to manage cash flow, improve profitability, and plan strategically.

Starting at $1,750/month*

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Executive
Accounting

CFO-level insights without the CFO price tag.

Everything in Growth Accounting, plus monthly strategic guidance and advanced financial insights. Transforms your accounting into a decision-making powerhouse—giving you clarity, confidence, and control.

IDEAL FOR: Business owners or nonprofit leaders who want hands-on, strategic financial guidance, clear cash flow visibility, and support for confident, high-stakes decisions.

Starting at $3,500/month*

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Our accounting services provide ongoing clarity and strategic guidance as your organization grows. For organizations with specific needs or unique moments in their journey, we also offer select project-based services.

Additional
Services

Accounting Reset & Books Cleanup

Clean foundation for accurate reporting and compliance going forward.

One-time cleanup to correct errors, reconcile accounts, review chart of accounts, and recommend process improvements—start fresh with confidence.

IDEAL FOR: Organizations that need to catch up on accounting or improve the accuracy of their financial records.

Final quote after discovery call

Legacy Giving Impact Analysis

Turn uncertainty into clarity with quantified potential before you invest.

We analyze your donor base to project long-term revenue increase from implementing a legacy giving strategy, with data-driven insights.

IDEAL FOR: Nonprofits considering a legacy/planned giving program but want to understand potential return before committing resources.

Starting at $2,500

See How Our Services Compare

A comparison table of different financial service packages for Core, Growth, and Executive plans. The table lists features such as monthly bookkeeping, tax-ready financial statements, trend insights, strategic reviews, cash flow forecasting, tax support, EVA analysis, and starting price, with check marks indicating included features.

* Price is dependent on organization’s transaction volume and annual revenue size.
Price does not include one-time onboarding fee.

Frequently
Asked
Questions

  • A Fractional CFO provides strategic financial leadership without the cost of a full-time executive. While bookkeepers and accountants focus on recording transactions and compliance, a Fractional CFO helps you interpret financial data, forecast cash flow, plan for growth, and make informed decisions that align with your mission and goals.

  • Outsourcing gives you expertise, scalability, and cost efficiency. You gain access to a team of professionals and advanced tools without the overhead of full-time salaries and benefits. Plus, outsourcing ensures accuracy, compliance, and timely reporting, freeing your team to focus on impact and growth.

  • We understand nonprofit challenges‚ restricted funds, grant compliance, donor reporting, and sustainability planning. Our services provide clear financial statements, cash flow forecasting, and strategic guidance so you can maximize donor impact and maintain transparency for stakeholders.

  • We specialize in small businesses and nonprofits with annual budgets typically ranging from $500K to $15M. Whether you need basic bookkeeping or advanced financial strategy, we tailor solutions to your size and complexity.

  • We use secure, encrypted platforms for all financial data and follow strict confidentiality protocols. Your information is protected with bank-level security standards, and we never share data outside your organization.

  • 1.) Discovery Call to understand your goals and pain points.

    2.) We build a custom plan and design systems that will empower your organization to accomplish its goals.

    3.) Kickoff Meeting to launch implementation of detailed plan while aligning expectations and timelines. Our commitment is to make the transition smooth by minimizing disruption to your organization.

    4.) We establish a cadence of proactive communication to ensure needed adjustments occur on a timely basis. Clear communication ensures that obstacles that threaten to stall progress towards the desired organizational outcomes are removed quickly.

Financial clarity for organizations doing meaningful work

Partner with a trusted advisor who understands both numbers and mission.

Book a Discovery Call