Service
Bookkeeping
Accurate, current books in QuickBooks Online or Xero for a flat monthly fee, with automation to cut manual work.
Outsourced CFO and controller services for nonprofits
Senior finance leadership, every month, without hiring a full-time CFO. We run the close, produce reports your board can use and help you plan ahead.
Is this you?
- Your finance lead left, or you’ve never had one.
- Your bookkeeper is great at transactions but can’t produce board-ready reports.
- You’re growing, and your finances have become more complex than your team.
- Budgets, forecasts and cash planning happen late, or not at all.
What’s included
- Monthly close, with reconciliations and review
- Monthly financial statements, including by fund, program and grant where needed
- A board and finance committee package, presented in plain language
- Annual budget development and budget-to-actual tracking
- Cash flow forecasting
- Grant and restricted fund tracking and reporting support
- Oversight of your bookkeeper or accounting staff
- An accounting policies and procedures manual, and step-by-step accounting SOPs for your team
- Year-end close and coordination with your auditor and your Form 990 preparer
- Multi-entity consolidation, where needed
How it runs
You get a set monthly calendar: close, review, reporting and a leadership check-in. We attend finance committee or board meetings as agreed in your proposal.
Monthly financial statements are ready by the 15th of the following month.
What we don’t do
We don’t perform audits, reviews, compilations or any other attest engagement on your financial statements. We get you ready for your audit and work with your independent CPA firm.
The monthly financial statements we prepare are for your management and board. They are not audited, reviewed or compiled, and no CPA assurance is provided on them.
Common questions
What’s the difference between a CFO and a controller?
A controller makes sure the numbers are right and on time. A CFO uses them to plan, advise and answer the board’s questions. Most of our clients need some of both, and we adjust the mix to suit you.
Do you replace our bookkeeper?
It’s up to you. We can oversee your bookkeeper or staff and handle the higher-level work. Or we can take on the bookkeeping too, for a flat monthly fee. See Bookkeeping →
Will you attend board meetings?
Yes, when it’s part of the agreed scope.
Which accounting software do you use?
We work in QuickBooks Online and Xero.