Non-Profit Organizations

Fundraise & Operate with Confidence

Establish Rigor & Cadence to Keep Your Momentum.

Helping you refocus by getting back to the basics.

We’ll work closely with you to get back to the fundamentals, recalibrate your strategy, and get your business back on track. After a deep dive with you into your business, together we’ll discover the root of the problem, focus on your core competencies, manage your stakeholders, vendors, and customers, and take the steps needed to drive cash flow. Let’s figure this out together.

Accounting & Bookkeeping Package

Starting at $750

What's included?

Our team integrates with yours to dive deep into your financials, identify issues, and execute solutions to clean up your books.

Included Services:

  • Monthly or Weekly Bookkeeping
  • Bank & Credit Card Reconciliations
  • Payroll Reconciliations
  • Monthly Financial Review
  • Accounts Receivable Review
  • Balance Sheet Review

Extra add ons:

  • Bill Pay
  • Working Paper Management
  • Payroll Department Allocation
  • Historical Cleanup
  • 1099 Filings

Financial Planning & Analysis Package

Starting at $1,250

What's included?

Our team partners with you to help manage your annual planning cycle including budgeting, cash flow forecasting, and reporting.

Included Services:

  • Annual Operating Plan (AOP)
  • Mid-Year Updated AOP
  • Monthly Financial Close Meeting
  • Cash Flow Forecasting
  • Actuals-to-Budget Reporting
  • Bank Reporting
  • 13-week Cash Flow Forecast

Extra add ons:

  • Board of Directors Reporting
  • Long-range Plan (LRP)
  • Vendor Negotiations

CFO & Strategic Services

Package or Hourly Pricing

What's included?

We match you with a CFO who partners with you to manage your banking relationships and help you right-size your business.

Services:

  • Bank Restructuring Advisory
  • M&A Transaction Advisory
  • Succession Planning
  • HR Systems & Compliance
  • Employee Compensation Framework

 

  • Business Modeling
  • Strategic Marketing
  • Accounting System Setup
  • Capital Raising

We have been growth partners with over 350 customers.

cohealo
SirenMarine
InspiredStart
PartsTechcopy
swoogo
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