Financial Planning & Analysis
Advisory support
and start strategizing for the future?
We offer expert financial planning that helps nonprofit make informed decisions, set realistic budgets, and achieve their
mission.
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!
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!
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.
Our dedicated account manager will guide you through every stage of our tailored services, ensuring your nonprofit organization receives the support it needs.
Rest assured, we’ll handle all financial transactions, accurately categorizing them on a weekly basis, specifically customized for your nonprofit organizations.
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.
Empower your nonprofit with budgeting, dynamic forecasting, and key performance indicators, fine-tuned to help you anticipate and achieve your mission’s goals.
Our data analysis sheds light on your monthly financial figures, sparking discussions on strategies that will drive your nonprofit’s growth and impact.
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.
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!
Our dedicated account manager will guide you through every stage of our tailored services, ensuring your nonprofit organization receives the support it needs.
Rest assured, we’ll handle all financial transactions, accurately categorizing them on a weekly basis, specifically customized for your nonprofit organizations.
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.
We will conduct four annual strategy sessions to discuss financial and compliance planning, aligning them with your financial reports and objectives.
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.
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.
Our dedicated account manager will guide you through every stage of our tailored services, ensuring your nonprofit organization receives the support it needs.
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.
We prepare your annual tax return and provide a personalized walkthough to ensure everything is clear before we submit on behalf of your nonprofit.
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.