Are your restricted grant dollars mixed in with your general operating funds?
If you can't instantly tell a grantor exactly how their money was spent, your funding is at risk.
Does your board stare blankly at the Statement of Activities?
We don't just crunch numbers; we act as your outsourced CFO to translate data into strategic decisions your board actually understands.
Are you struggling to correctly allocate expenses between "Program Services," "Management," and "Fundraising" for your Form 990?
We fix this so your charity rating stays flawless.
Audit-Ready Books: We build a chart of accounts specifically designed for nonprofits, ensuring every grant and donation is tracked with surgical precision.
Strategic Board Advising: Stop going into board meetings blind. We provide quarterly video presentations explaining your financial health to your board of directors in plain English.
Grant Readiness: We help you build accurate program budgets so you can confidently apply for (and win) larger foundation grants.
Our Price - $297 / month
Up to 2 Bank Accounts
Monthly Reconciliation
Basic Restricted Fund Tracking (Up to 2 grants)
Monthly Statement of Activities & Financial Position
Our Price - $497 / month
Up to 4 Bank Accounts
Weekly Reconciliation
Advanced Grant Tracking
Form 990 Expense Allocation Prep
Quarterly Board Video Presentation
Custom / Starting at $997 / month
Complex Asset/Endowment Tracking
Payroll Integration
Annual Budget creation
Grant Proposal Budgeting
Monthly Zoom Strategy Calls with the Executive Director