Outsourced CFO & Controller
Monthly close, financial statements, board reporting, budgets, cash flow and grant tracking, led by a CPA.
Services
We help nonprofits run a well-managed back office. It covers finance, compliance, payroll, HR, operations and the systems behind them. You choose the services you need, and we coordinate all of them.
Fees are proposed in writing after we've talked. We don't publish prices, because every organization's needs are different.
Start here
Financial Operations Assessment
An in-depth review of your accounting records and back-office operations, for a flat fee. You get written findings, a 90-day roadmap and a walkthrough with your leadership team, within one week of receiving your documents.
Before you pay anything, you get a free discovery call and a short written summary of your needs, so you know whether you need the assessment.
Finance & Accounting
Bookkeeping
Accurate, current books in QuickBooks Online or Xero for a flat monthly fee, with automation to cut manual work.
Audit & Compliance Readiness
A pre-audit check of your books, plus the schedules and documents your auditor will ask for. We look at everything the way an auditor will.
Compliance
Charitable Solicitation Registration Management
We track where you're registered, file and renew on time, and keep the records in one place.
People & Operations
Payroll & HR Administration
Accurate payroll, clean records and HR administration that runs on schedule.
Operations Management
Vendor contracts, insurance renewals, policies and the many tasks that keep a nonprofit running.
Systems & Technology
Financial Systems & Spend Management
A clean QuickBooks Online or Xero setup, a written accounting manual and SOPs, clear approvals and tools that work together.
Ramp Implementation
Cards, bill pay, approvals and accounting sync, set up properly from day one.
AI for Financial Management
Practical, well-controlled ways to use AI tools in finance work.
Two ways to work together after the assessment
A scoped project
For a defined job with a clear finish line, like a Ramp rollout, a systems cleanup or catching up on overdue registrations. You get a fixed scope and a fixed fee, in writing.
Ongoing monthly support
For organizations that need an experienced finance and operations lead every month. We put together the services you need into one engagement with a monthly fee, and adjust it as you grow.