Bookkeeping
from $500/mo
Accurate monthly books, reconciliations, and organized financial reports.
Includes
- Monthly transaction categorization and reconciliation
- Monthly Profit & Loss and Balance Sheet
- Basic restricted-income tracking, where applicable
- Monthly bookkeeping completion update
- Organized document requests and bookkeeping questions
Meetings
No recurring meeting included. Routine questions are handled through organized communication.
Best for:
Organizations that need dependable bookkeeping and accurate monthly financial statements.
Bookkeeping + Advisory
from $1,250/mo
Everything in Bookkeeping, plus budget oversight, grant reporting, and a monthly financial review.
Includes
- Everything in Bookkeeping
- Existing operating budget maintenance and review
- Monthly budget vs. actual reporting
- Standard grant income and expense tracking
- Grant balance and spending reports
- One 30-minute monthly financial review meeting
- Written financial highlights and action items
Meetings
One monthly meeting focused on budget performance, grant activity, financial concerns, and decisions.
Best for:
Organizations that need to understand their financial performance, manage budgets, and track restricted funding.
Initial budget creation and complex grantor-specific reporting are separately scoped unless explicitly included in the proposal.
Financial Management
from $2,250/mo
Everything in Advisory, plus ongoing financial oversight, cash flow planning, payroll management, and hands-on financial operations support.
Includes
- Everything in Bookkeeping + Advisory
- Twice-monthly bookkeeping updates, where appropriate
- Cash flow planning and short-term forecasting
- Accounts payable and contractor payment coordination
- Payroll management and coordination
- Board-ready financial reporting
- One 45–60-minute monthly financial management meeting
- Financial decision support and priority follow-up
Meetings
One monthly financial management meeting. Additional meetings or specialized support may be included in the proposal.
Best for:
Organizations that want an ongoing financial management partner to oversee their financial operations and help leadership make informed decisions.
The exact scope of AP, payroll, reporting, and financial operations is defined in each client's proposal.
