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Our Structure package covers core bookkeeping services. The Development package builds on that by including bill pay, audit support, and 1099 preparation—everything you'd expect from a full accounting department. Our Impact package adds strategic advisory support and advanced grant reporting for organizations with more complex needs.

Yes, our services are flexible. As your needs evolve, we’re happy to adjust your package to ensure you’re always getting the right level of support.

Yes, we offer one-time cleanup services. In fact, many of our clients require some level of cleanup during the onboarding phase. If that's the case, we’ll outline the scope and a separate, transparent fee for that work in your proposal—so there are no surprises. Cleanup is handled before we begin ongoing monthly services to ensure a smooth and accurate transition.

Yes! Many of our clients manage complex grant reporting requirements. Whether you're working with detailed government grants, reimbursement-based funding, or a mix of federal, state, local, corporate, and individual sources—we have experience navigating it all. We ensure your grant expenses are tracked accurately and reported with confidence.

We prepare your monthly financials with year-end audits in mind—so when audit season arrives, you’re already 100% prepared. We handle all supporting schedules and maintain access to your bill and deposit documentation, allowing us to respond directly to auditor requests. Our goal is to take this off your plate so you can stay focused on your mission.