How it works
Clear steps from first conversation to ongoing support. Scope and fee are always agreed in writing before work begins.
The steps
Request a call.
Fill out a short form. We'll reply by email within two business days to schedule a time.
Discovery call and needs review.
A free, 30-minute video or phone call. We'll ask about your organization, what's working and what isn't, and you can ask us anything. Afterward, we send you a short written summary of your needs and our recommended next step. Free, with no obligation.
Financial Operations Assessment.
An in-depth review of your accounting records and back-office operations. It has a flat fee, agreed in writing before we start, and is completed within one week of receiving your documents. You get written findings, a 90-day roadmap and a walkthrough with your leadership team. If you continue with us, the fee is credited toward your first month of ongoing support or toward your project.
Proposal.
If you'd like our help, we send a written proposal with the scope, the fee and how we'll work together.
Ongoing support.
We run the agreed work every month, through a regular calendar and check-ins, and adjust the scope as your needs change. Some clients start with a scoped project instead, such as a Ramp rollout or catching up on registrations.
Common questions
Do you work remotely?
Yes, fully. We work with nonprofits anywhere in the United States, using video calls, shared documents and your existing systems.
How are fees set?
The discovery call and needs review are free. The assessment has a flat fee, agreed in writing before we start, and credited toward your first month of ongoing support or your scoped project if you continue with us. Projects have a fixed fee. Ongoing support, including bookkeeping, has a flat monthly fee. Every fee is in writing before any work starts.
Can we skip the assessment?
No. Every new project or ongoing engagement starts with the assessment. It makes sure our proposal fits what's actually in your records, and it gives you a roadmap you keep either way.
Do you replace our auditor?
No. We don't perform audits, reviews or compilations. We prepare you for your audit and work with your independent auditor.
What do you need from us to start?
After the discovery call, we'll send a short document request list for the assessment, plus access to your accounting system.