Flexible packages for every nonprofit

Core Services

All packages include my core services, which provide you with everything you need to grow and comply.

Core services include:

  •  Accounting and reporting

  •  Strategic financial planning

  •  Compliance and grants management

  •  Board reporting and strategy discussions

  • Starter Package

    For organizations with annual budgets under $500,000.

    • All core services

    • Quarterly financial reviews and planning sessions

    • Customized reporting for small boards

    Starting at $1,000/month

  • Growth Package

    For organizations with annual budgets between $500,000 and $2 million.

    • All core services

    • Monthly financial reviews and in-depth planning

    • Enhanced grant reporting and compliance oversight

    •Board-ready presentation materials

    Starting at $2,500/month

  • Impact Package

    For organizations with annual budgets over $2 million.

    • All core services

    • Weekly financial check-ins and ongoing support

    • Detailed multi-year financial strategy development

    • Comprehensive board and donor reporting

    Starting at $5,000/month

Are you ready?

Take the next step.

What to expect:

Use the button above to reach out and let me know what you’re interested in.

We’ll correspond by email and if it makes sense schedule a short time to connect via Zoom.

If you want to move forward, I’ll draft a contract for us to review. If you don’t, that’s fine too. I’ll be glad to just have connected.

Once the contract is signed, we can dive in. I’ll start by learning your books and having a few meetings with you to best understand your mission’s goals and pain points, and then its off to the races. I’ll work on your finances, so you can focus on your mission.