Our services are designed to provide the level of support you need, from day-to-day bookkeeping to more comprehensive financial oversight.

By combining dependable bookkeeping with modern tools and efficient processes, we help you gain greater visibility into your finances so you can spend less time chasing numbers and more time focusing on your mission.

Our Services

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Essentials Plan

For organizations that need dependable bookkeeping support and a clear picture of their finances.

Includes services such as:

  • Categorization and recording of transactions

  • Bill entry, payment processing, and reimbursements

  • Monthly bank and credit card reconciliations

  • Financial statement preparation

  • Restricted fund tracking

  • Email support

  • Real-time access to financial information and reports

Ideal for smaller ministries and nonprofits with straightforward bookkeeping needs.

Starting at $500/month

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Growth Plan

Starting at $850/month

For growing organizations that need additional support, systems, and financial visibility.

Includes everything in Essentials, plus:

  • Payroll coordination and support

  • Budget-to-actual reporting

  • Donor and giving reporting

  • Enhanced reporting and financial insights

  • Priority support

Ideal for organizations with increasing activity and a need for more hands-on financial support.

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Impact Plan

Starting at $1,200/month

For established organizations seeking a deeper financial partnership and more complex support.

Includes everything in Growth, plus:

  • Customized dashboards and reporting

  • Forecasting and financial planning support

  • Leadership or board financial review meetings

  • Process improvement and workflow optimization

  • Complex fund and program reporting

Ideal for larger ministries, schools, and nonprofits with multiple programs, staff, and reporting needs.

Optional Add-On Services

Every organization is different. Additional services can be added to any plan based on your needs.

  • Cleanup & Catch-Up Bookkeeping: Bringing books up to date and correcting historical issues

  • Additional Accounts or Transaction Volume: For organizations with higher complexity or activity levels

  • Custom Reporting & Special Projects

  • Board Meeting Attendance or Financial Presentations

Schedule a Free Consultation
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