Bookkeeping & Finance for
Organizations That Matter
We partner with nonprofits, businesses, and growing organizations to provide clear, reliable financial management — so leadership can focus on impact, not spreadsheets.
Schedule a Free ConsultationPurpose-Driven Organizations
at Every Stage
From day one startups to established multi-location organizations — we provide the financial infrastructure you need to operate with confidence and accountability.
501(c)(3) Nonprofits
Accurate fund accounting, grant tracking, and board-ready financial reporting. We help nonprofits maintain the transparency donors and regulators expect.
Grant-Funded Organizations
We track grant funds separately, provide funder-ready reports, and ensure every restricted dollar is accounted for correctly — protecting your compliance and your funders.
Early-Stage Nonprofits
Just received your 501(c)(3) status? We set up your chart of accounts, QuickBooks, and financial processes from scratch so you start with the right foundation.
Nonprofits with Paid Staff
Payroll, W-2s, 1099s for contractors, and year-end tax documents — all handled. We manage payroll compliance so your team gets paid accurately and on time.
Organizations Needing Board Reporting
Monthly financial reviews, budget-to-actual reports, and clear summaries your board can understand and act on — presented in plain language, not accounting jargon.
Spanish-Speaking Organizations
We proudly serve English and Spanish-speaking nonprofits. Hablamos Español — every service, report, and conversation available in the language your leadership prefers.
Small Businesses
Retail, service, and trade businesses that need clean books, accurate payroll, and a financial partner they can actually reach. We handle the back office so you can run the business.
Startups & Early-Stage Companies
You need clean books for investors and a financial partner who scales with you. We handle the numbers from day one so you can focus on building the business.
Businesses Ready to Scale
Moving from survival mode to growth mode requires clear financial visibility. Our reporting and account management give leadership the data needed to make confident decisions.
Multi-Location Businesses
Multiple locations mean multiple sets of books. We provide consolidated financial oversight and location-level reporting so you always have a clear picture of the whole business.
Small & Mid-Size Businesses
Clean books, accurate reporting, and payroll you can count on — without the overhead of a full-time hire.
Businesses Needing CFO Support
You don't need a full-time CFO yet but you do need strategic financial guidance. Our Executive plan puts an experienced financial voice in your corner.
Looking for Church-Specific Services?
We have a dedicated Church Bookkeeping page with services, pricing, and expertise built specifically for congregations — including housing allowances, designated fund tracking, and capital campaign management.
New Church Plants
We set up your financial infrastructure from day one — chart of accounts, QuickBooks, fund tracking, and payroll — so your plant starts with a solid financial foundation.
Established & Multi-Site Congregations
From bookkeeping and payroll to capital campaigns and fractional CFO support — we provide full financial management for churches at every stage of growth.
What We Actually Do
for Your Organization
We're not a software platform. We're a real team — managing your books, your payroll, and your reporting every month.
Monthly Bookkeeping & Close
Every transaction recorded, categorized, and reconciled against your accounts. Books closed on time every month — with clear income and expense statements your leadership can use.
Payroll & Compliance
Full payroll processing for W-2 employees and 1099 contractors, including tax filings, direct deposit, and year-end documents. We handle the compliance so you don't have to.
Financial Reporting & Reviews
Monthly budget-to-actual reports, cash flow summaries, and a scheduled financial review with your account managers — via Teams, Zoom, or in person. No jargon. Just clarity.
Strategic Financial Leadership
For organizations that need more than bookkeeping — our Executive plan provides fractional CFO-level guidance, multi-year forecasting, and board-ready financial presentations.
Transparent Pricing.
No Surprises.
We publish our pricing openly. Choose the plan that fits where your organization is right now — and grow into the next when you're ready.
- Monthly bookkeeping & bank reconciliation
- Income & expense categorization
- Restricted & designated fund tracking
- Accounts payable management
- Deposit & income management
- Monthly income & expense statements
- Year-end financial summary
- QuickBooks Online access & management
- Secure cloud-based record keeping
- Everything in Essential
- Monthly budget-to-actual reporting
- Grant fund tracking & funder-ready reports
- Cash flow summary & fund balance reporting
- Monthly financial review — Teams, Zoom, or in person
- Board-ready financial summaries
- Dedicated account managers
- Quarterly financial health check-in
- Everything in Standard
- New chart of accounts setup & maintenance
- Full payroll for up to 5 staff — W-2 & 1099
- Employee vs. contractor classification guidance
- Federal & state payroll tax filings — quarterly & annual
- W-2s, 1099s & year-end tax documents
- New hire reporting & onboarding compliance
- Donor management & contribution tracking
- Year-end donor contribution statements
- Accounts payable processing
- Internal financial controls review
- Everything in Professional
- Fractional CFO strategy & planning
- Multi-year financial forecasting & scenario modeling
- Capital campaign financial strategy & donor reporting
- Board & leadership-level financial presentations
- Cash flow management & reserve fund planning
- Microsoft Teams channel for real-time leadership access
- Quarterly financial health reviews
- Annual budget development & planning support
- Monthly bookkeeping & bank reconciliation
- Income & expense categorization
- Accounts payable management
- Deposit & income management
- Monthly profit & loss statements
- Year-end financial summary
- QuickBooks Online access & management
- Secure cloud-based record keeping
- Everything in Essential
- Monthly budget-to-actual reporting
- Budget line-by-line expense tracking
- Cash flow summary & balance reporting
- Monthly financial review — Teams, Zoom, or in person
- Location or department-level reporting
- Dedicated account managers
- Quarterly financial health check-in
- Everything in Standard
- New chart of accounts setup & maintenance
- Full payroll for up to 5 employees — W-2 & 1099
- Employee vs. contractor classification guidance
- Federal & state payroll tax filings — quarterly & annual
- W-2s, 1099s & year-end tax documents
- New hire reporting & onboarding compliance
- Accounts payable processing
- Internal financial controls review
- Everything in Professional
- Fractional CFO strategy & planning
- Multi-year financial forecasting & scenario modeling
- Multi-location financial consolidation & reporting
- Leadership & investor-level financial presentations
- Cash flow management & reserve planning
- Debt management & financing guidance
- Microsoft Teams channel for real-time leadership access
- Quarterly financial health reviews
- Annual budget development & planning support
- Monthly bookkeeping & reconciliation
- Tithe, offering & designated fund tracking
- Accounts payable management
- Deposit & income management
- Monthly income & expense statements
- Year-end financial summary
- QuickBooks Online access & management
- Secure cloud-based record keeping
- Everything in Seed
- Church metrics — giving trends & attendance tracking
- Monthly budget-to-actual & ministry reporting
- Budget line-by-line expense tracking
- Cash flow summary & fund balance reporting
- Monthly review — Teams, Zoom, or in person
- Dedicated account managers
- Quarterly financial health check-in
- Everything in Steward
- New church chart of accounts setup & maintenance
- Full payroll for up to 5 staff members
- Federal & state payroll tax filings
- W-2s, 1099s & year-end tax documents
- Capital campaign designated fund tracking
- Donor management & contribution tracking
- Year-end donor contribution statements — IRS-compliant
- Internal financial controls review
- Everything in Shepherd
- Fractional CFO strategy & planning
- Multi-year financial forecasting & scenario modeling
- Capital campaign financial strategy & donor reporting
- Board & elder-level financial presentations
- Cash flow management & reserve fund planning
- Debt management & facility financing guidance
- Microsoft Teams channel for leadership access
- Quarterly financial health reviews
- Annual budget development & planning support
All plans include dedicated account managers.
What Sets Us Apart
We work exclusively with organizations doing meaningful work — not every type of business under the sun.
A Real Team. Not Software.
Your dedicated account managers know your organization personally and is accountable to you every month — not an automated platform or offshore contractor pool.
Transparent Pricing
We publish our pricing openly. No custom quotes just to start a conversation. No hidden fees. You know exactly what you're getting before you sign anything.
English & Español
We proudly serve English and Spanish-speaking organizations. Every service, report, and conversation is available in the language your leadership is most comfortable in.
Seamless Transitions
Moving from a CPA, a volunteer, or another provider? We make the transition smooth with zero disruption to your financial operations or reporting timelines.
Texas-Based. Nationwide Reach.
Rooted in Houston and San Antonio, we serve organizations remotely across the United States — and in person when availability allows.
Purpose-Driven by Design
Co-founded by leaders who understand purpose-driven work from the inside. We bring the same accountability and care to every client we serve.
Ready to Get Started?
Schedule a free 15-minute call and we'll find the right plan for your organization.