Services

Our Services

ACCOUNTING, BOOKKEEPING AND ADVISORY SERVICES FOR NONPROFIT ORGANIZATIONS

We Strive to “Empowering Numbers, Fueling Growth”


We’ve assisted our non-profit clients in increasing their impact and reclaiming hundreds of hours of valuable time each year. Through our strategic accounting + advisory partnership we enable non-profit to redirect their efforts towards their core mission and activities, where it matters most!

How We Maximize Impact and Efficiency

By Choosing us as your dedicated accounting partner, you can relax with confidence, knowing that you’ll have access to the essential financial information you need, when you need it. No more heavy lifting – we’ll handle that for you!

Here’s what you can expect from our partnership:

  • Strategic Financial Guidance: Our experience allows us to provide tailored financial strategies that align with your mission, helping you allocate resources where they matter most.
  • Grant Management: Ensure compliance with grant requirement, track the use of grant funds, and provide accurate financial reports to donors and funding organizations, which can help secure future funding.
  • Maximized Resources: We’ll work diligently to streamline your financial processes, ensuring that your resources are optimized, and your financial operations are efficient.
  • Steadfast Support: As your trusted financial advisors, we’re committed to nurturing a long-lasting partnership. Together we will work towards your organization’s financial growth year after year.

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

grow

Financial Planning & Analysis

Advisory support

Prepared to move beyond the numbers
and start strategizing for the future?

We offer expert financial planning that helps nonprofit make informed decisions, set realistic budgets, and achieve their
mission.

let’s grow

Advisory Services

HELPING YOU STRATEGICALLY PLAN FOR YOUR NONPROFIT

As your strategic advisor, we’ll go beyond preparing your financial reports. We’ll translate your number into actionable steps you can take to meet your nonprofit goals and develop best practices to help you run your nonprofit effectively.

What’s included with the Financial Planning & Analysis package?

If you’re seeking a collaborative partner to assist your nonprofit organization in enhancing your operational workflows and are prepared to entrust the tasks of bookkeeping and compliance, this tailored package is an ideal match for your needs. Throughout our regular meetings, we will thoroughly assess your financial data and offer practical guidance to optimize your organization’s efficiency.

Apply Now
  • Dedicated Account Manager

    Our dedicated account manager will guide you through every stage of our tailored services, ensuring your nonprofit organization receives the support it needs.

  • Bookkeeping

    Rest assured, we’ll handle all financial transactions, accurately categorizing them on a weekly basis, specifically customized for your nonprofit organizations.

  • Streamlined Reporting

    Our team will gather and compile your nonprofit’s financial data into concise, easy-to-read monthly reports, designed to meet the specific needs of your organization.

  • Strategic Planning (Forecasting)

    Empower your nonprofit with budgeting, dynamic forecasting, and key performance indicators, fine-tuned to help you anticipate and achieve your mission’s goals.

  • Data Analysis

    Our data analysis sheds light on your monthly financial figures, sparking discussions on strategies that will drive your nonprofit’s growth and impact.

  • Advisory Support

    Our advisory support extends to tasks you handle, such as invoicing, payments, and payroll, offering tailored assistance to help your nonprofit operate efficiently and effectively.

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

Top-tier Bookkeeping Services

MONTHLY BOOKKEEPING AND REPORTING TO HELP GUIDE YOUR DECISION MAKING

Our dedicated team will maintain current and accurate financial records year-round, delivering regular financial reports to ensure your confidence in your organization’s fiscal data.

build

Financial Management

Bookkeeping + financial reporting

Struggling to keep up with your nonprofit bookkeeping?

Our team will ensure your bookkeeping is accurate and up-to-date providing confidence in the accuracy of your financial data. We’ll provide guidance on how to interpret your financial reports, empowering you to leverage this information for informed decision-making within your organization.

let’s build

What’s included with Top-tier Bookkeeping?

Our team of experts will standardize your chart of accounts and keep all of your transactions properly categorized.
Each month we’ll prepare financial reports that you can use to make strategic decisions in your business.
If you’re ready to transition your bookkeeping and compliance responsibilities to a professional, this package is perfect for you!

Apply Now
  • Dedicated Account Manager

    Our dedicated account manager will guide you through every stage of our tailored services, ensuring your nonprofit organization receives the support it needs.

  • Bookkeeping

    Rest assured, we’ll handle all financial transactions, accurately categorizing them on a weekly basis, specifically customized for your nonprofit organizations.

  • Streamlined Reporting

    Our team will gather and compile your nonprofit’s financial data into concise, easy-to-read monthly reports, designed to meet the specific needs of your organization.

  • Strategic Quarterly Meetings

    We will conduct four annual strategy sessions to discuss financial and compliance planning, aligning them with your financial reports and objectives.

  • Year-Round Help Desk

    Our team is committed to offering year-round support. Whether you have pressing inquiries or require assistance, we’re just a call away, ensuring your needs are met.

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

start

Prep Suite

Training + Compliance year-round support

Want to feel confident rather than stressed and confused about compliance.

We’ll take care of your annual compliance submissions + train and support your
team.

let’s start

Compliance + Training Services

YEAR ROUND SUPPORT

Leave your annual compliance to us. Let our complaince professional handle your annual returns and 1099 filing. We’ll provide additional guidance with semi-annual planning sessions to make sure your’re always on track.

What’s included in the Prep Suite?

This service goes beyond the transactional annual tax preparation, we will train your team to streamline financial processes, reducing the time and effort required for tasks such as data entry, reconciliation, and report generation.
We’ll handle your annual returns, 1099 filing and provide training support to your team.

Apply Now
  • Dedicated Account Manager

    Our dedicated account manager will guide you through every stage of our tailored services, ensuring your nonprofit organization receives the support it needs.

  • Planning Calls

    We will conduct planning sessions to discuss financial and compliance planning, aligning them with your financial reports and objectives. We provide solutions that never miss the aim of your mission.

  • Annual 990 Submission

    We prepare your annual tax return and provide a personalized walkthough to ensure everything is clear before we submit on behalf of your nonprofit.

  • Extra Help

    Our team is committed to offering year-round support to answer any tax questions you have. Whether you have pressing inquiries or require assistance, we’re just a call away, ensuring your needs are met.

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

empowering numbers, fueling growth

Features

  • Bookkeeping & Accounting Services
  • Financial Planning & Analysis
  • Training & Compliance
  • Financial Management
  • Audit Preparation/Support
  • Dedicated Support Team
  • Grant Management
  • Accurate & Transparent Reporting + Forecasting

Benefits

  • Empowered Financials
  • Compliance Confidence
  • Enhanced Financial Management
  • Peace of Mind
  • Process Simplification
  • More Time for Mission-focused work
  • Customized Solutions
  • Risk Management