Take a look at our service packages, then reach out to schedule a consultation.
Ideal for micro businesses, small nonprofits, and startups with a modest number of monthly transactions.
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Accounts Payable Processing
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Accounts Receivable Processing
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Monthly Bank & Credit Card Reconciliation
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Monthly Financial Reporting
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Everything in Basic, plus proactive reporting and planning for organisations that are ready to grow.
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Everything in Basic
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Monthly Call(s) with Company Representative
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Quarterly Budget vs Actual Reporting
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Annual Budget Forecasting & Preparation
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Best for organisations with multiple revenue streams — donations, grants, sales — that need deeper oversight.
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Everything in Essential
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Monthly Cash Forecasting
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Quarterly Account Reconciliation
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Quarterly Donor Acknowledgement Reporting
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Vendor Maintenance & Annual 1099 Reporting
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Ancillary services that can be contracted individually or combined with any core package.
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Chart of Accounts Setup
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Accounting Clean-Up
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Vendor Maintenance & 1099 Reporting
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Year-End Donor Acknowledgement Reporting
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Audit Preparation Schedules
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990 Preparation Schedules
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