Keep your finances organized and compliant.
Perfect for organizations that want dependable bookkeeping and clean records without the extra complexity.
What’s Included:

• Accurate transaction categorization and entry

• Bank and credit card reconciliations

• Monthly and year-end financial statements

• Accounts payable and receivable tracking

• Expense categorization

• Cloud-based recordkeeping and secure data access

• Support for QuickBooks Online and other accounting platforms

Payroll Support available as an add-on.

Add insight and accountability to your books.
Ideal for organizations that want more visibility into performance and control over spending.
What’s Included:

• Everything in Core Bookkeeping

• Monthly budget-to-actual reporting and variance analysis

• Departmental or program-level reporting

• Expense trend analysis and optimization recommendations

• Monthly review videos where we walk you through your financial performance, highlighting key insights

• Dedicated account manager for ongoing support

Payroll Support available as an add-on.

Plan for expansion with proactive financial guidance.
Built for organizations in growth mode that need structure, forecasting, and financial strategy.
What’s Included:

• Everything in Financial Oversight

• Cash flow forecasting and scenario planning

• Quarterly financial strategy sessions

• KPI dashboards tailored to your goals

• Process improvement and internal control review

• Guidance on budget planning and allocation

• Custom reporting templates and visual insights for leadership

Payroll Support available as an add-on.

Executive-level financial strategy without the full-time cost.
Designed for leaders who want an experienced partner in strategic decision-making and long-term financial planning.
What’s Included:

• Everything in Growth Management

• Strategic planning and multi-year financial forecasting

• Profitability and cost structure analysis

• Guidance on funding, lending, and capital structure

• Financial modeling for strategic decisions

• Board and executive-level reporting and presentation support

• Oversight of accounting systems and process optimization

• Dedicated Microsoft Teams channel for real-time communication with leadership

Payroll Support available as an add-on.

Simple, accurate, and compliant payroll management.
Ideal for organizations that already manage their books internally but need dependable payroll processing and compliance.
What’s Included:

• Payroll setup and system configuration

• Employee onboarding and record management

• Direct deposit and pay schedule administration

• Federal and state tax withholdings and filings

• Year-end W-2 and 1099 preparation

• Benefits, deductions, and PTO tracking

• Integration with accounting software for seamless reporting

Can be purchased as a standalone service or added to any tier.