An outsourced finance team for nonprofits. Restricted and unrestricted money tracked separately and financials your board can read on every package, with grant budget reporting and reserves on our CFO packages.
A sample organization with made-up numbers. Move the sliders to match yours.
A nonprofit's bank balance doesn't tell you much. Some of that money can only be spent on a specific program. Some of it has to last until the next grant arrives. Only part of it is actually free to use.
Funders want proof it was spent the way they asked. Boards want to know the organization can keep the lights on. Donors look at how much goes to the mission. All of it comes from the same books.
We set up your books so restricted funds are tracked from day one and expenses are split by program. On our CFO packages, we add grant-by-grant budget reporting and a clear picture of your reserves.
Every package includes clean books, monthly financials and your portal. The deeper nonprofit metrics come with our CFO packages, and anything pulled live from your donor or payroll software is part of custom reporting.
Every package: Grant and donor money tracked by restriction, so you always know what's free to spend.
CFO packages: Spending against each grant's budget, ready for reports without rebuilding it in a spreadsheet.
Every package: Costs split across programs, management and fundraising, the way funders and your annual filings expect.
CFO packages: Months of unrestricted cash on hand, so the board sees the cushion before it gets thin.
Every package: Monthly financials with a short note on what changed.
CFO packages: We help you build the budget, plan for a big grant ending and test a new program before you commit.
Bank accounts reconciled, reviewed and closed by the 10th.
Spending on each grant is released from restriction as it happens.
Program spending, restricted funds and cash, compared with last month. On CFO packages, reserves and grant budgets too.
Your portal updates with the month's numbers and a note on what changed.
Click through a made-up restricted grant, from the day it arrives to the quarterly report.
Yes. Every restricted grant is tracked from the day it arrives, with spending released against it as it happens, so grant reports tie to the books.
We keep the books audit-ready all year and pull together what your auditor asks for. The audit itself is done by an independent CPA firm.
Your tax preparer files it, but we hand them clean books with expenses already split the way the 990 needs.
That's the idea. Monthly statements come with a short note on what changed and why, and the portal shows the trend behind each number.
Nonprofits use the same flat monthly packages as every other client, priced by the work involved, not by the hour. Every package includes clean books, restricted fund tracking, monthly financials and your portal. Grant budget reporting, reserves, budgets and forecasts come with our CFO packages.
Start with a free conversation. We'll learn about your business, walk you through what makes sense for your situation, and give you a clear picture of what working together would look like.
