Designed for early-stage nonprofits and founder-led organizations ready to build clean systems, compliant payroll, and financial clarity — without unnecessary complexity.
Seed is ideal for:
Newly formed or early-stage nonprofits
Small teams (0–2 employees)
Organizations preparing for their first grants
Founder-led leadership teams
Boards seeking basic oversight and compliance
If you’re focused on building your mission — but don’t want to build a finance department — this level was designed for you.
You may be experiencing:
Spreadsheet-based tracking
Unclear payroll classifications
Inconsistent reconciliations
Founder overwhelm
Anxiety about “doing something wrong”
Limited visibility into your financial position
The risk isn’t just mistakes — it’s losing confidence with funders, donors, and your board.
Seed creates structure before complexity sets in.
Your accounting file is structured specifically for nonprofit organizations, including a customized chart of accounts and properly connected bank and credit card accounts to ensure clean data from day one.
Revenue and expenses are recorded directly from your bank feed and reconciled monthly, giving you accurate financial records without manual spreadsheets.
Ensuring your accounts are accurate and up to date by matching your records with bank and financial statements each month.
You prepare your budget, and we enter it into QBO to ensure ongoing visibility between planned and actual activity.
Payroll software selection guidance and monthly payroll processing for up to two salary employees, with compliance checks for employee vs. contractor classification.
We provide necessary payroll documentation so you can confidently file and respond to worker’s compensation requirements.
Leave balances are tracked within payroll software to maintain compliance and employee transparency.
A structured quarterly meeting to review financials, answer questions, and ensure your systems are supporting your mission effectively.
A centralized, secure space for organized communication, document sharing, and ongoing collaboration.
Seed is designed for simple operational structures and does not include:
Accrual-based accounting
Multi-program class tracking
Advanced grant allocation
Audit preparation
Accounts payable workflows
Accounts receivable processing
As your complexity grows, we guide you into the appropriate next tier.
Organizations at the Seed level gain:
Foundational compliance
Reliable reconciliations
Clean payroll processing
Organized documentation
Clear visibility into cash position
Instead of reacting to numbers, you understand them.
Instead of worrying about compliance, you operate with confidence.
Designed for early-stage nonprofits seeking responsible financial structure without unnecessary overhead.
Every engagement begins with a discovery call to ensure the right fit.
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.
