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Ideal for non-profit or for-profit businesses needing fundamental accounting services to keep their books organized and updated and provide understanding keeping you legally compliant with the IRS.

What's Included:​

• 1-Hour Monthly meeting with our expert accountant
  
• Bookkeeping Services
  
  • Posting 2 Bank and/or Credit Card Accounts (Credit & Debits)
    
  • Reconciling 2 bank accounts
    
  • Grant Tracking
    
• Producing financial reporting
  
  • P&L Statement
  • Balance Sheet
    
  • Cash Flow Statements
    
• Unlimited Email Communication (MAX 24-48 hr response time) and/or telephone calls

Ideal for non-profit or for-profit businesses needing fundamental accounting services to keep their books organized and updated, and assist with processing payments.

What's Included:

• ​ 1-Hour Monthly meeting with our expert accountant
• Bookkeeping Services
  • Posting 3 Bank and/or Credit Card Accounts (Credit & Debits)
  • Reconciling 3 bank accounts
  • Grant Tracking
• Process vendor and contractor payment (Up to 15 at base rate)
• Financial reporting
  • P&L Statement
  • Balance Sheet
  • Cash Flow Statements
• Unlimited Email Communication (MAX 24-48 hr response time) and/or telephone calls

Ideal for non-profit or for-profit businesses needing a full-service accounting team to keep their books organized and updated, and provide insights into opportunities for growth and development.

What's Included:​

• 1-Hour Monthly meeting with our expert accountant
• Bookkeeping Services
  • Posting minimum 4 Bank and/or Credit Card Accounts (Credit & Debits)
  • Reconciling 4 bank accounts
  • Grant Tracking
  • Process vendor and contractor payment (Up to 15 at base rate)
    
• Producing financial reporting
  
  • P&L Statement
    
  • Balance Sheet
    
  • Cash Flow Statements
    
• Budget Entry in Intuit QuickBooks Online
  
• Unlimited Email Communication (MAX 24-48 hr response time) and/or telephone calls

Ideal for nonprofits and established businesses seeking executive-level financial leadership, including forecasting, cash flow strategy, audit support, and infrastructure development, without the cost of a full-time CFO.

• Develop detailed short-, mid-, and long-term financial forecasts.
• Create and monitor cash flow projections.
• Prepare annual budgets based on financial projections.
• Analyze potential future products, services, markets, and customer segments.
• Work with your team on all aspects of the grant management process.
• Assist with developing or revamping financial policies and procedures.
• Create and evaluate financial goals to align with your strategic plan.
• Assist with developing or revamping your financial infrastructure to mitigate risks and achieve financial sustainability.
• Prepare all reporting for external compliance agencies, including the IRS and local government agencies.
• Assist teams with the audit/audit review process.