Expert Accounting Services for Your Business
Virtual Services
Engagements are customized based on organizational complexity, funding structure, and reporting requirements.
FOUNDATION
For growing nonprofits & service businesses needing financial clarity.
Includes:
• Clean, compliant monthly close
• Financial statements with insight commentary
• Grant & fund tracking structure
• Accounts payable & receivable oversight
• Payroll coordination
• Quarterly financial review call
Outcome:
Financial clarity and compliance without internal accounting staff.
GROWTH PARTNER
For organizations scaling operations and funding.
Includes everything in Foundation, plus:
• Annual budget development
• Cash flow forecasting
• Budget vs. actual analysis
• KPI dashboard reporting
• Accounting system oversight
• Monthly strategy meeting
• Staff finance collaboration
Outcome:
Proactive financial management that supports growth.
FRACTIONAL CFO
For $3M+ organizations requiring executive-level finance leadership and board accountability.
Includes everything in Growth, plus:
• Board reporting & meeting attendance
• Audit oversight & auditor interface
• 990 coordination & compliance support
• Capital planning & risk assessment
• Executive advisory & strategic planning
• Financial modeling & multi-year forecasting
• Process automation & systems strategy
Outcome:
Executive-level finance leadership without a full-time CFO salary.
Each package has a non-refundable administrative fee of $1,495 for initial on-boarding/setup