Choose your plan

Silver Starter Package

$300/mo.*

For non-profits and churches with lighter activity, minimal loans, credit cards, investment, or banking accounts

  • Design and manage the financial backbone of your non-profit so reports make sense and provide the most valuable information you need to make timely decisions about your organization

  • Near real-time visibility into functional expense accounting and net restricted asset tracking

  • Verified cash and key account balances as part of month-end close, resulting in fewer surprises giving you confidence and peace of mind

  • Decision-ready, value-packed management reports that are clear, concise, and consistent

Popular

Gold Standard Package

$600/mo*

For non-profits and churches with a moderate amount of activity and several loan, credit card, investment, or banking accounts

  • Design and manage the financial backbone of your non-profit so reports make sense and provide the most valuable information you need to make timely decisions about your organization

  • Near real-time visibility into cash performance

  • Verified cash and key account balances as part of month-end close, resulting in fewer surprises giving you confidence and peace of mind

  • Decision-ready, value-packed management reports that are clear, concise, and consistent

  • Clear visibility into pledge account balances so you know what to expect in upcoming months

  • Financial coaching so your funding makes sense and you can make the decisions that impact your organization the most when it matters the most

  • Timely budget vs. actual reporting (with applicable QBO subscription) so you understand where your non-profit is on track and where you need to focus your efforts to get it back in shape

* Prices quoted are with autopay and are dependent on the size of your account

Platinum Elite Package

$1,200/mo*

For non-profits and churches with more activity, a desire for a more comprehensive and personalized picture of their finances each month, payroll needs, and numerous loans, credit cards, investment, and bank accounts.

  • Design and manage the financial backbone of your non-profit so reports make sense and provide the most valuable information you need to make timely decisions about your organization

  • Near real-time visibility into cash performance

  • Verified cash and key account balances as part of month-end close, resulting in fewer surprises giving you confidence and peace of mind

  • Decision-ready, value-packed management reports that are clear, concise, and consistent

  • Clear visibility into pledge account balances so you know what to expect in upcoming months

  • Financial coaching so your funding makes sense and you can make the decisions that impact your organization the most when it matters the most

  • Timely budget vs. actual reporting (with applicable QBO subscription) so you understand where your organization is on track and where you need to focus your efforts to get it back in shape

  • End-to-end payroll processing every cycle so employees are paid on time, taxes are handled, and your non-profit stays compliant (with applicable QBO subscription)

  • Design of up to two specialty reports tailored to your organizational goals that answer specific questions so you can see exactly what is driving results, giving you the confidence you need to make the clear, informed decisions that impact the success of your non-profit

Need more? Check out these a la carte services!

  • Worker’s Comp Audit Assistance (Up to 10 reports)

  • 1099 reporting and filing

  • Employee onboarding and offboarding

  • Receipt management

  • QBO Payroll

  • Gusto Payroll

  • 401k support, reporting & management

  • Accounts payable and bill management (QBO or Bill.com)

  • Software/program integration

  • Software/program auditing

  • Data downloads outside of QBO

  • Data interpretation outside of QBO

  • Budget building and set up

  • Tax professional meetings (CPA & attorney)

  • Asset acquisition and disposition journal entries

  • Complex payroll journal entries (outsourced payroll)

  • Financial coaching

  • QBO books cleanup (Charged per month of clean up. Rates start at $150/month)

  • Teams/Zoom Board Meeting representation