Finance & Accounting
Bookkeeping, monthly close, board reporting, budgets and cash, plus books that are ready for your audit.
We run and strengthen your back office: monthly close, board reporting, audit preparation, state registrations, payroll, HR and operations. Led by a Virginia-licensed CPA. Fully remote, nationwide.
These are the problems we take off your plate. See how it works →
Start here
After a free 30-minute discovery call, we send you a short written summary of your needs and our recommended next step. For a deeper look, our flat-fee Financial Operations Assessment reviews your accounting records and back-office operations in depth.
Bookkeeping, monthly close, board reporting, budgets and cash, plus books that are ready for your audit.
State charitable registrations tracked, filed and renewed on time.
Payroll, HR administration and the day-to-day operations that keep the lights on.
The right tools, set up properly, so your team spends less time on manual work.
Discovery call and needs review.
A free 30-minute conversation, then a short written summary of your needs and our recommended next step.
Financial Operations Assessment.
An in-depth, flat-fee review of your accounting records, with written findings and a 90-day roadmap.
Proposal.
Scope and fee in writing before any ongoing work starts.
Ongoing support.
We run the agreed work every month and report back to you.
We work best with nonprofits that:
A note on audits: We don't perform audits, reviews or compilations. We prepare you for your audit and work alongside your independent CPA firm, so your auditor stays independent.
Guide
A plain-language guide to state charitable registration for nonprofits that fundraise across state lines.
Guide
What to include in the monthly or quarterly finance package your board actually reads.
Tell us what's going on. We'll set up a free 30-minute call to see if we can help. No obligation.
Request a discovery call