Nonprofit services

Nonprofit finance is our home turf.

Restricted funds, grant drawdowns, board reporting, the 990. It’s its own language, and one we speak. These services stand alone or fold into any membership plan.

A team working together around a table
Grant Administration & Drawdown
Budgets tracked, spending watched against restrictions, reimbursements on schedule.
From $150 / month
Grant Reimbursement Invoicing
Funder-ready reimbursement packages assembled and submitted, backup included.
From $75 / package
Restricted Fund Tracking
Restricted and unrestricted funds kept cleanly separated in your books.
From $75 / month
Functional Expense Allocation
Expenses split across program, admin and fundraising, ready for the 990.
From $200
Board & Treasurer Reporting
Financial reports built for a board audience, delivered on your cadence.
From $75 / month
990 / 990-N Coordination
Your exempt filing organized and coordinated with your CPA.
From $100