We help growing nonprofits save time and make confident financial decisions.

We understand that managing expenses is crucial for any organization. We pride ourselves on being honest with you. If we don't think we can provide more value than the cost we'll be 100% honest up front.

With improved cash flow management, strategic financial planning, and potential cost savings, our service can actually help your organization save money and become more financially stable. By leveraging expert financial guidance, you'll be better equipped to drive your mission forward and ensure financial sustainability.

We'll put together a plan that can work for the budget that your organization has.

While bookkeepers and CPA's are essential for maintaining accurate records and ensuring compliance, our service complements these tasks.

We provide strategic financial guidance, helping you make informed decisions that drive your organization's growth and sustainability. From creating financial forecasts and managing cash flow to identifying cost-saving opportunities and developing long-term financial strategies, we offer a level of expertise and proactive support that complements the work of your bookkeeper and CPA.

Our goal is to provide a comprehensive financial strategy that aligns with your mission and goals.

While board members provide valuable oversight, our service offers specialized, day-to-day financial expertise that goes beyond periodic reviews.

We bring proactive financial strategies and deep nonprofit & startup knowledge to ensure your organization remains financially healthy and sustainable. By partnering with us, you gain access to dedicated financial guidance that complements your board's efforts. This allows your board to elevate to more strategic priorities like growth and stability vs. focusing on day to day management tasks.

Outsourcing financial tasks offers several benefits, including cost-effectiveness by providing specialized expertise without the overhead costs of a full-time employee, flexibility to scale services based on your organization’s needs, and access to strategic financial management and planning beyond basic bookkeeping.

There's usually an initial adjustment period and less frequent on-site presence, but the the long-term benefits of improved financial management, strategic planning, and cost savings typically outweigh these.

We've helped a lot of organizations! Here are a few results we've been able to achieve in the last few years.