Choose a service to see what it covers and how to get started.
Accounting & Bookkeeping
Keep the books current.
Running the business leaves little time to keep up with the books. Get help organizing activity, matching records to account statements and reviewing open questions.
Who it fits For businesses that need ongoing help with their records.
Older months that need work are scoped separately.
Bring a question about your reports, cash timing or a business expense. Financial Partnership combines monthly books with advisory meetings, management reporting, cash-flow review and budget-versus-actual discussions.
Who it fits For owners who need help using their financial information.
Detailed advice is a paid service with its own agreed scope.
Startup education, annual filing support and help understanding records. Scope is confirmed for your organization. Start with a 30-minute, $97 consultation. Book a Nonprofit Consultation.
Know the work. Know the fee.
Your quote depends on the records, time periods and work involved. Review the scope, fees and responsibilities before signing an agreement.
We can discuss related work together. Core Books, Strategic Finance and Financial Partnership offer different levels of monthly support. Tax returns, catch-up and work outside your selected tier are scoped separately.
If more work is needed, we discuss the change and fee before proceeding.
Not sure which service you need?
Tell us what is happening, which records you have and any deadlines. You do not need to choose a package before you call.
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