Maximize Your
Organization’s Potential
You focus on your mission. We will take care of the financial records.
Bookkeeping Services
A monthly service for those just getting started.
You will get:
Monthly update of bank accounts, credit cards and financial statements in your accounting system.
Management report providing information on inflows and outflows of cash.
Email access for questions and guidance
For businesses that have grown past the basic service and need more regular check ins.
You will get:
Weekly updates to bank accounts, credit card accounts, and financial statements in your accounting system.
Weekly management report with changes in cash inflows and outflow; including A/R and A/P aging schedules.
Monthly 1:1 CFO call and email access for questions or updates.
990 Filing Services
Form 990-N $250
Form 990-EZ $1,000
Full Form 990 $1,500
*Discounts provided for bookkeeping clients
*All 990 services require QBO account
Contact Us
Have more questions? Give us your details and we’ll connect with you in no time. We’re eager to hear from you!