Planting the foundation for financial health and responsible growth.
Designed for early-stage nonprofits and founder-led organizations needing clean systems, compliant payroll, and reliable bookkeeping without unnecessary complexity.
Best For:
New or early-stage nonprofits
Small teams (0–2 employees)
Organizations preparing for first grants
Founder-led leadership
Includes:
Your accounting system is structured properly from day one, with a nonprofit-specific chart of accounts and clean account connections to eliminate setup mistakes that cause future reporting issues.
Revenue and expenses are recorded directly from your bank feed and reconciled monthly so you always know where you stand — without spreadsheet chaos.
Ensuring your accounts are accurate and up to date by matching your records with bank and financial statements each month.
We guide payroll setup and process monthly payroll to ensure compliance, correct classification, and peace of mind for small teams.
You’ll meet quarterly to review financials, ask questions, and ensure your systems are supporting your mission effectively.
Your budget is entered into QBO and accounts are reconciled monthly to keep your financial records accurate and reliable.
A centralized, secure space for document sharing, communication, and organized financial collaboration.
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Supporting your expanding impact and operational capacity
For established nonprofits ready to move beyond basic compliance and operate with accrual-based, GAAP-aligned accounting, structured workflows, and board-ready reporting.
Best For:
Growing nonprofits with multiple programs
Grant-funded organizations
Teams up to 10 employees
Boards requiring financial transparency
Includes Everything in Seed, plus:
We transition you to accrual accounting and ensure all financial activity follows nonprofit GAAP standards for grantor and board confidence.
Revenue and expenses are structured by programs, admin, and fundraising so leadership and boards gain meaningful insight into mission performance.
Bi-weekly bill processing and documented approval workflows create an audit-ready paper trail while maintaining internal controls.
Executive summary reports with budget vs. actual and program-level insight help leadership make informed, data-driven decisions.
Non-cash donations, assets, and prepaid expenses are accurately recorded to ensure complete and compliant reporting.
We manage payroll processing, onboarding, terminations, and allocation to programs so your growing team remains compliant and organized.
Tracking vendor payments and ensuring all required 1099 forms are prepared and filed accurately to keep you compliant and avoid penalties.
A structured monthly review ensures alignment, oversight, and proactive financial management.
A safe, centralized way to share messages and documents, keeping your sensitive information organized and protected.
Designing and refining your tech stack to streamline workflows, improve efficiency, and ensure your systems work together seamlessly.
Empowering organizations to achieve bold growth and measurable mission outcomes.
A comprehensive financial management partnership for nonprofits managing complex grants, restricted funds, audits, and strategic expansion.
Best For:
Multi-grant funded organizations
Government-funded programs
Audit-required nonprofits
10+ employees
Executive teams planning growth initiatives
Includes Everything in Impact, plus:
Funds are structured and tracked at a detailed level to ensure proper allocation, compliance, and maximized grant utilization.
Consistent weekly bill entry, pledge management, and reconciliation keep operations smooth and cash flow predictable.
Payroll is allocated precisely across programs and funding sources to support grant reporting accuracy.
Customized management reports with visualizations, KPIs, and cash flow projections provide strategic financial insight.
We prepare schedules, documentation, and serve as your financial contact during audits to reduce stress and minimize risk.
“What-if” scenarios, benchmarking, and financial planning help leadership make confident growth decisions.
We attend quarterly finance committee meetings to support governance, answer questions, and provide financial leadership.
Ongoing advisory meetings ensure financial strategy stays aligned with organizational goals and growth plans.
As your nonprofit grows, so do your financial responsibilities. From foundational bookkeeping to executive-level financial stewardship, each tier builds intentionally on the last — giving you clarity, confidence, and capacity at every stage.
| Features | Seed | Impact | Visionary |
|---|---|---|---|
| Accounting Basis | Cash | ✔ Accrual (GAAP) | ✔ Advanced Fund Tracking |
| Program / Class Tracking | Basic | ✔ 3 Programs | ✔ Restricted & Grants |
| Payroll Capacity | Up to 2 Employees | Up to 10 Employees | 10+ Employees + Allocation |
| AP / AR Processing | Limited | Bi-Weekly | Weekly |
| Financial Reporting | Standard QBO® | Semi-Custom Reports | Executive Dashboards |
| Audit Support | — | — | ✔ Full Preparation & Liaison |
| Executive Meetings | Quarterly | Monthly | Monthly + Finance Committee |
| Strategic Consulting | — | — | ✔ Included |
Every organization’s structure, funding, and goals are different. A discovery call allows us to understand your current systems, growth plans, and compliance needs — and determine the right level of partnership to support your mission with confidence.
