We provide fund accounting, grant tracking, donor management, and compliance support to help non-profits maintain transparency. Our experts ensure accurate financial statements, assist with audit preparation, and help with budgeting and forecasting. We also provide advice on program cost analysis, fundraising strategy, and long-term financial sustainability planning.
Designed for business owners who need more than data entry--and expect more than reports. Our tiers are flexible to fit the needs of any business.
Core bookkeeping and full-cycle accounting
Month-end close and reconciliations
Multi-entity and complex financial management
Budgeting, forecasting, and strategic financial planning
Monthly Profit & Loss
Monthly Balance Sheet
Monthly Statement of Cash Flows
Custom management and department-level reports
KPI tracking and trend/variance analysis
Internal controls and segregation of duties
Audit-ready documentation and record retention
Policy enforcement and operational oversight
Alignment with accounting standards and regulatory requirements
IN-HOUSE MANAGEMENT ACCOUNTING
Your time is valuable. With a streamlined process and expert support, you stay organized, informed, and positioned to move your business forward.
We start with a conversation to understand your business, your goals, and your current financial challenges. This call helps us determine the right services, identify immediate opportunities, and ensure we’re the right fit--no pressure, just clarity.
Once you’re ready to move forward, we set everything up for success. Our onboarding process is streamlined and organized, gathering your financial data, connecting systems, and establishing clear processes and controls so nothing falls through the cracks.
You’ll be introduced to the dedicated professionals who will manage your account. This is where relationships are built--your team learns your business inside and out and becomes your trusted point of contact for ongoing support and guidance.
With clean books, clear reporting, and reliable processes in place, you gain peace of mind and confidence in your numbers. You stay informed, in control, and free to focus on leading your business knowing your finances are handled with care and accountability.
We go beyond transaction entry to design, document, and oversee your accounting system.
We untangle messy books and rebuild accurate financial records designed to move you forward.
Support that scales with your team and systems. We oversee payroll from start to finish.