top of page

Packages

For organizations with  less than 50 transactions  per month.

Core Bookkeeping

hover for more info

Services

  • Transaction recording (income & expenses)

  • Bank & credit card reconciliations

  • Payroll processing (if applicable)

  • Monthly financial statements & reports 

  • Reviewing and updating prior bookkeeping issues, reconciling accounts, and correcting financial statements

 

Volume of work

  • 1 to 2 Cash and Credit Card Accounts 

  • 1 to 50 Monthly Transactions

  • Estimated Time

    • Bookkeeper - 6 to 9 hrs / month

  • Transaction recording (income & expenses)

  • Bank & credit card reconciliations

  • Payroll processing (if applicable)

  • Monthly financial reports

  • Reviewing and updating prior bookkeeping issues, reconciling accounts, and correcting financial statements

Approx $450 - $600 per month

2.png

Financial Management & Bookkeeping

Services

  • Everything under Core Bookkeeping

  • Analysis and preparation of monthly financial statements

  • Month-end & year-end closing processes

  • Grant & program cost allocations, supporting grant financial reporting

  • Internal controls review & fraud risk assessment

  • Accounts payable & billing management

  • Liaison with auditors & 990 preparation support

  • Development and training of financial policies & best practices

Volume of Work

  • 1 to 2 Cash and Credit Card Accounts 

  • 1 to 50 Monthly Transactions

  • Estimated Time

    • Bookkeeper - 8 to 12 hrs / month

    • Finance Director - 1 to 2 hrs / month

  • Everything under Core Bookkeeping

  • Analysis and preparation of monthly financial statements

  • Monthly & annual closing processes

  • Grant & program cost allocations, supporting grant financial reporting

  • Internal controls review & fraud risk assessment

  • Accounts payable management

     More ...

Approx $940 - $1,465 per month

hover for more info

3.png

CFO + Financial Operations

Services

  • Everything under Core Bookkeeping

  • Everything under Financial Management

  • Strategic financial planning & growth strategies

  • Multi-year budgeting & cash flow forecasting

  • Board financial presentations

  • Risk assessment & financial sustainability planning

  • Development of financial policies (reserves, investments)

  • Scenario planning (e.g., funding cuts, expansion, program sustainability)

Volume of Work

  • 1 to 2 Cash and Credit Card Accounts 

  • 1 to 50 Monthly Transactions

  • Estimated Time

    • Bookkeeper / Manager - 10 to 14 hrs / month

    • CFO - 3 to 5 hrs / month

  • Everything under Core Bookkeeping and Financial Management

  • Strategic financial planning & growth strategies

  • Multi-year budgeting & cash flow forecasting

  • Board financial presentations

  • Risk assessment & financial sustainability planning

     More ...

Approx $1,365 - $2,020 per month

hover for more info

  One-time projects   are possible - like platform migration, 990 filing, or financial assessment and recommendations. Depending on complexity, fees for such projects range from $115 to $135 / hour.

bottom of page