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Our different service packages are designed for non-profits, small businesses, and other organizations struggling to find the time and expertise to properly manage their finances.

We offer four core services listed below, which can be tailored to your needs over time.

Accounting & Bookkeeping

Designed for firms looking to streamline their accounting and bookkeeping processes. We record your transactions with precision, maintaining the appropriate records for audit-ready financials.

Financial Planning & Analysis (FP&A)

For organizations needing sophisticated analysis of their financials with an eye for the future. Our team will provide you with strategic insights to drive data-informed decision making. Through collaborative budgeting, forecasting, and future scenario planning, you will be prepared for growth, investment, and hiring.

Fractional CFO

Building on FP&A, the next level of support is provided by our fractional CFOs. In addition to recording and FP&A, our fractional CFO service helps organizations manage cash flow & risks, manage board discussions, and develop a comprehensive financial strategy to navigate complex financial challenges. This service ensures expert financial leadership that is tailored to your unique needs and growth stage.

Non-Profit Grant Support

For non-profits that need grant support, including invoice management, cost allocations, and detailed reporting on fund utilization. Our support ensures that you can focus on your mission and impact while effectively managing the complexities of grant acquisition and administration.


 

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