Our Services
Whether your organization is just getting started or managing multi-year, multi-source funding, we offer finance department solutions tailored to your mission
Essential Stewardship
Bookkeeping
Monthly Full Cycle Bookkeeping - Quick Books Online Only
Checking & Savings Account Reconciliation (up to 3 accounts)
Credit Card Reconciliations with Sub-Account Holders - (1 account)
Financial Statement Package (Quarterly)
Statement of Activity
Statement of Financial Position
Statement of Cash Flows
Chart of Accounts Maintenance
1099 Preparation (Up to 8 vendors)
Payroll
Payroll Service (Up to 5 employees)
Basic Payroll Support
Addition of New Employees
Support
Donor Tracking
Budget vs. Actual Comparison (When budget provided)
2 Monthly Check-In Calls (20 minutes)
Messaging Support (48-hour response)
Personalized Additions Available
Accounts Receivable
Accounts Payable
Starting at $850/monthly
Core Stewardship
Everything in Essential
Bookkeeping
Financial Statement Package (Quarterly)
Statement of Activity
Statement of Financial Position
Statement of Cash Flows
Accounts Payable (Up to 12 billings)
1099 Preparation (Up to 15 vendors)
Grants (Up to 3 Grants per year)
Restricted/Unrestricted Fund Tracking
Grant Tracking by Project (Income/Expense)
Reimbursable Grant Support
Grant Profitability Reports
Reporting Income/Expense by Program (Up to 4 programs)
Payroll Cost Allocation by Program
Indirect Cost Allocation
Reimbursable Grant Expense Tracking and Draw-down Request Support
Direct Support with Grant Writing Contact
Payroll
Payroll Service (Up to 10 employees)
Standard Payroll Support
Addition of New Employees
Employee Support
Support
Budget Support
Donor Tracking
Audit Readiness Support
2 Monthly Check-In Calls (40 minutes)
Priority Support (24 Hour Response)
Personalized Additions Available
Starting at $1,850/monthly
Strategic Stewardship
Everything in Essential and Core
Bookkeeping
Financial Statement Package (Monthly)
Statement of Activity
Statement of Financial Position
Statement of Cash Flows
Accounts Payable (Up to 50 billings)
Accounts Receivable (Up to 25 customers)
1099 Preparation (Up to 50 vendors)
Grants
Multi Year Grant Reimbursement Support and Tracking
Draw-down Requests Preparation
Payroll
Payroll Service (Up to 25 employees)
Support
Budget Preparation
Monthly Budget-to-Actual Analysis Call with Strategy Insights
Liaison with CPA/Auditor as needed
Unlimited Support-Same day response