
Packages
For organizations with less than 50 transactions per month.

Core Bookkeeping
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Services
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Transaction recording (income & expenses)
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Bank & credit card reconciliations
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Payroll processing (if applicable)
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Monthly financial statements & reports
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Reviewing and updating prior bookkeeping issues, reconciling accounts, and correcting financial statements
Volume of work
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1 to 2 Cash and Credit Card Accounts
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1 to 50 Monthly Transactions
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Estimated Time
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Bookkeeper - 6 to 9 hrs / month
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Transaction recording (income & expenses)
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Bank & credit card reconciliations
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Payroll processing (if applicable)
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Monthly financial reports
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Reviewing and updating prior bookkeeping issues, reconciling accounts, and correcting financial statements
Approx $450 - $600 per month

Financial Management & Bookkeeping
Services
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Everything under Core Bookkeeping
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Analysis and preparation of monthly financial statements
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Month-end & year-end closing processes
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Grant & program cost allocations, supporting grant financial reporting
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Internal controls review & fraud risk assessment
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Accounts payable & billing management
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Liaison with auditors & 990 preparation support
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Development and training of financial policies & best practices
Volume of Work
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1 to 2 Cash and Credit Card Accounts
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1 to 50 Monthly Transactions
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Estimated Time
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Bookkeeper - 8 to 12 hrs / month
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Finance Director - 1 to 2 hrs / month
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Everything under Core Bookkeeping
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Analysis and preparation of monthly financial statements
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Monthly & annual closing processes
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Grant & program cost allocations, supporting grant financial reporting
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Internal controls review & fraud risk assessment
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Accounts payable management
More ...
Approx $940 - $1,465 per month
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CFO + Financial Operations
Services
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Everything under Core Bookkeeping
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Everything under Financial Management
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Strategic financial planning & growth strategies
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Multi-year budgeting & cash flow forecasting
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Board financial presentations
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Risk assessment & financial sustainability planning
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Development of financial policies (reserves, investments)
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Scenario planning (e.g., funding cuts, expansion, program sustainability)
Volume of Work
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1 to 2 Cash and Credit Card Accounts
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1 to 50 Monthly Transactions
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Estimated Time
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Bookkeeper / Manager - 10 to 14 hrs / month
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CFO - 3 to 5 hrs / month
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Everything under Core Bookkeeping and Financial Management
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Strategic financial planning & growth strategies
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Multi-year budgeting & cash flow forecasting
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Board financial presentations
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Risk assessment & financial sustainability planning
More ...
Approx $1,365 - $2,020 per month