Explore Our Packages
From monthly bookkeeping and payroll support to nonprofit grant tracking and CFO-level consulting, we provide reliable, scalable accounting solutions that help organizations stay organized, compliant, and financially confident.
Monthly Bookkeeping
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Payroll Support
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Nonprofit Grant Tracking
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CFO-Level Consulting
Monthly Bookkeeping ✳︎ Payroll Support ✳︎ Nonprofit Grant Tracking ✳︎ CFO-Level Consulting
Ideal for small businesses with lower transaction volume.
Includes:
✓ Up to 100 monthly transactions
✓ Monthly bank reconciliation
✓ Financial statement preparation
✓ QuickBooks maintenance
Ideal for growing businesses, nonprofits, and service-based organizations.
Includes:
✓ Up to 250 monthly transactions
✓ Bank and credit card reconciliations
✓ Accounts payable and receivable tracking
✓ Monthly financial reporting
✓ Payroll review and support
✓ Budget-to-actual reporting
Ideal for established businesses and nonprofits requiring advanced financial support.
Includes:
✓ Up to 500 monthly transactions
✓ Multi-account reconciliations
✓ Payroll oversight
✓ Grant and program tracking
✓ Budget preparation and monitoring
✓ Financial reporting packages
✓ Board and management reporting
✓ Audit preparation assistance
Ready to simplify your bookkeeping and gain confidence in your financial reporting?
Frequently Asked Questions
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No. Services are offered on a month-to-month basis unless otherwise agreed.
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We primarily work with QuickBooks Online and can discuss additional platforms during your consultation.
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During your free consultation, we'll review your business needs, transaction volume, and reporting requirements before recommending a package.
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Yes. We provide specialized nonprofit accounting services, including grant tracking, compliance reporting, budgeting, and board reporting.
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We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.
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Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.