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Choose Your Plan

Which level of support fits your stage of growth?

Our three plans are designed for growing nonprofits who are balancing growth and increasing financial complexity, without a full-time finance department.

Essentials

  • 12+ month cash forecast

  • Manage annual budget process

  • Board-ready reporting package

  • Monthly financial review meeting

  • Executive-level insights for strategic decision-making

  • Email communication about financial questions between meetings

  • Review of chart of accounts and accounting processes

Plus

Essentials plan in addition to:

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  • ​Additional monthly check-in meeting

  • ​Custom, live dashboards

  • Grant budget/reporting support​

  • ​Scenario analysis

  • Ad hoc analysis projects

Premium

Plus plan in addition to:

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  • Attend committee/board meetings

  • Provide additional board support

  • Financial audit/review support​

  • Systems integrations

We earn your trust every month. Our services are month-to-month so if we’re not delivering financial clarity and impact, you’re free to walk away.

No risk, no pressure.
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