Packages

Find a Package that suits your needs

Our packages are comprehensive and tailored to meet the needs of different orgasnizations, depending on their scale.
Choose a package and get in touch to learn more about our pricing.

Basic

$_ _ _ _/mo

  • Accounts Payable Processing
  • Accounts Receivable Processing
  • Monthly Bank and Credit Card Reconciliation
  • Monthly Financial Reporting
Get started

Essential

$_ _ _ _/mo

  • Monthly Call(s) with Company Representative
  • Quarterly Budget vs Actual Reporting
  • Annual Budget Forecasting/Preparation
Get started

Premium

$_ _ _ _/mo

  • Monthly Cash Forecasting
  • Quarterly Account Reconciliation
  • Quarterly Donor Acknowledgement Reporting
  • Vendor maintenance and annual 1099 – Reporting
Get started

Compare plans

Basic Essential Premium
Accounts Payable Processing
Accounts Receivable Processing
Monthly Bank and Credit Card Reconciliation
Monthly Financial Reporting
Monthly Call(s) with Company Representative
Quarterly Budget vs Actual Reporting
Annual Budget Forecasting/Preparation
Monthly Cash Forecasting
Quarterly Account Reconciliation
Quarterly Donor Acknowledgement Reporting
Vendor maintenance and annual 1099 – Reporting

Plus

These ancillary services may be contracted individually or as a group with any of the packages shown above.

  • Chart of Accounts Setup in Cloud Based Accounting System
  • Accounting Clean Up
  • Vendor maintenance and annual 1099 – Reporting
  • Year End Donor Acknowledgement Reporting
  • Audit Preparation Schedules
  • 990 Preparation Schedules
We’d like to get to know a little about you before we start working with you. The above links take you to our initial vetting form. Fill out and submit the form to get the ball rolling.

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