Services
Built for nonprofits. Scaled to the organization you are now.
Engagements are structured as a monthly retainer or a defined project. Most clients start with a cleanup and move into a monthly rhythm.
Accounting & monthly close
The core. Accurate books, closed on time, structured around how your organization actually runs.
- Bookkeeping and reconciliations
- Fund, program, and functional expense allocation
- Monthly management reports
- Chart of accounts design
Audit readiness
Preparation that turns audit season from a scramble into a formality.
- PBC schedules and workpapers
- Auditor liaison through fieldwork
- Management letter remediation
- Internal control design
Grant & fund management
Every dollar traceable to its source and its restriction.
- Grant budgets and allowable cost tracking
- Restricted net asset release schedules
- Funder financial reporting
- Indirect cost rate support
- Match and cost-share documentation
Fractional services
Senior financial leadership on a schedule that fits your budget.
- Annual budgeting and reforecasting
- Cash flow planning and reserves policy
- Board and finance committee reporting
- Scenario modeling for growth or contraction
- Finance staff coaching
Compliance & filings
Keep the organization in good standing with every agency that watches it.
- Form 990 preparation and review
- 1099 filings
- Policy documentation for funders
Engagement models
Monthly retainer
A fixed monthly fee covering the close, reporting, and a set number of advisory hours. Scoped after discovery; reviewed annually.
Defined project
Cleanup, audit prep, or a system migration. Fixed scope, fixed fee, fixed timeline.
Not sure where to start?
Discovery comes first, and it's free.
A short call and a look at your books. You'll get a written assessment whether or not we work together.
Book an intro call →