Best for: Organizations that need clean books, accurate reporting, and reliable tax compliance.

• Price Range:
  $1,500 – $2,000/month

Includes:

• Monthly bookkeeping & transaction categorization

• Bank & credit card reconciliations

• Monthly financial statements (P&L, Balance Sheet)

• Adjusting journal entries & cleanup

• Basic financial summaries (clear, easy-to-understand)

• Annual tax preparation (Form 990 or applicable return)

• Email support for financial questions

Best for: Organizations that need ongoing financial guidance, oversight, and confidence in decision-making.

• Price Range:
  $3,000 – $6,000/month

Includes everything in Tier 1, plus:

• Budget development & tracking (budget vs. actual)

• Cash flow monitoring & guidance

• Monthly financial strategy call

• Board-ready financial reporting support

• Audit preparation support

• Financial process improvement recommendations

Best for: Organizations seeking high-level financial leadership and hands-on strategic support.

• Price Range:
  $5,000 – $8,000+/month

Includes everything in Tier 2, plus:

• Weekly or bi-weekly leadership support

• Strategic financial planning & forecasting

• Direct support with funders, banks, and stakeholders

• Grant budget development & financial positioning

• Audit leadership & coordination

• Ongoing financial decision support

• Catch-Up / Cleanup (prior periods): $1,000 – $3,000+ (one-time)

• Financial training workshops (teams or leadership): Custom pricing

• Speaking engagements: Custom pricing