Strategy first. Compliance always.
Whether you’re stewarding donor funds, filing taxes, or growing a business — we deliver strategy first, compliance always.
- Engagements
- Monthly, annual, or project
- Onboarding
- About two weeks
- Pricing
- Ranges published, fees quoted first
Monthly
Nonprofit accounting
Fund tracking, restricted versus unrestricted reporting, board-ready statements, and the audit-ready records your funders and auditors expect.
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Monthly
Monthly accounting
Books closed on schedule, reconciled accounts, and statements you can read — the foundation every other service sits on.
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Annual
Tax preparation
Federal, state, and multi-state returns for individuals and businesses, plus Form 990 for nonprofit organizations.
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Year-round
Tax planning
Entity structure, owner compensation, retirement funding, and purchase timing — decided while there is still time to change the outcome.
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Annual or project
Audit readiness & assurance
Records kept audit-ready year round, support through fieldwork, and independent audits for organizations whose books we do not keep.
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Retainer or project
CFO consulting
Forecasting, budgets, and the financial modeling behind hiring, borrowing, expanding, or launching a program.
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Bundling
Most clients combine two or three.
Monthly accounting plus tax filing is the common pairing, and it costs less than buying them separately — when the books are already clean, the return takes a fraction of the time. For nonprofits, accounting plus audit readiness plus Form 990 covers the full compliance year.
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Nonprofit: accounting + 990 + audit readiness
The full compliance year in one engagement. -
Business: accounting + tax
The standard package for a business with revenue. -
Add planning or CFO work
When decisions get large enough to model first. -
Independent audits, separately
Only for organizations whose books we do not keep. See that page.
Not sure which you need?
Tell us your organization type and where things stand. You will get a straight answer about what is required and what is optional.