Every tier is a flat monthly engagement, scoped up front. You'll always know what you pay and what you get — the way you'd want your own donors treated.
Final pricing is confirmed after your free discovery call, based on transaction volume and complexity. Diagnostic engagements are quoted flat-fee and 100% credited toward your first three months.
Pick the services you need and the level that fits. Same pricing engine we quote from — no email required.
Select at least one service to see your range.
Confirm My Quote on a Free CallEstimates are directional; your exact quote is confirmed after a look at your books — and never changes mid-engagement without your approval. Annual services marked "billed annually, shown monthly" are amortized across 12 months. Catch-up / cleanup projects are quoted separately as a flat fee.
A focused, flat-fee review of your books, internal controls, and policies — delivered as a written, board-ready report with prioritized recommendations. Ideal before an audit, a capital campaign, or a leadership transition.
The same discipline that keeps a church audit-ready keeps a small business tax-ready. If you run a service business, trade, or local shop and want books you never have to think about, the Foundation and Steward tiers work beautifully for you — minus the fund accounting you don't need.
Usually not. We work within QuickBooks Online and comparable platforms, and if your current setup can support proper fund accounting we'll optimize it rather than replace it. If a migration truly is the right call, we'll show you why first — and handle it.
Volunteer treasurers are heroes — and they're best used for oversight, not data entry. We do the monthly work; your treasurer reviews it. That's actually stronger internal control than either of us working alone, and it protects your treasurer personally.
No — and that's by design. We provide bookkeeping and advisory services, not audit or attest services, so we can never grade our own homework. When you need an independent audit or review, we prepare everything your CPA firm needs and serve as their point of contact.
Thirty minutes: you tell us where your books stand and what's worrying you, we tell you honestly whether and how we can help — including when the answer is "you don't need us yet." You'll leave with at least one useful next step either way.
If you start with a flat-fee diagnostic and later move to monthly service, 100% of the diagnostic fee is credited against your first three months. It's our way of making the "look before you leap" step risk-free.
Book a free call and we'll confirm your estimate against your actual books.