SERVICE PACKAGES & PRICING

Month-end

Best for startups or small nonprofits under $1M revenue who need straightforward bank reconciliations and standard financial statements to keep things compliant and efficient without a full-time hire.

✔ Bank reconciliations

✔ Financial Statements (Standard)

 

Starting at $750/month

for annual revenue up to $1M

Controller Services

Ideal for growing mission-driven businesses up to $1M seeking affordable strategic oversight, custom KPI dashboards, and staff training to streamline operations and drive cost savings.

✔ Month-End Close Facilitation

✔ Custom Reporting & KPI Dashboards

✔ Accounting system oversight

✔ Accounting operations oversight

✔ Staff training and support

 

Starting at $1,500/month

for annual revenue up to $1M

Essentials

(Compliance Core)

Perfect for nonprofits or SMEs over $1M focused on core compliance, including 990 filings or sales/use tax filings, and payroll reviews, with basic oversight to ensure audit-ready financials.

✔    Financial Statements (Standard)

 

Controller Services:

✔    Month-End Close Facilitation

✘    Custom Reporting & KPI Dashboards

✘    Accounting system oversight

✘    Accounting operations oversight

✘    Staff training and support (Remote)

✘    On-Site Training (Local Only)

✔    990 Preparation / E-filing

✔    Sales/use tax filings (monthly/quarterly)

✔    Payroll oversight (reviews/filings)

✘    Accounting process improvements

✘    Fraud Prevention & Detection

 

Starting at $1,200/month

for annual revenue over $1M

Plus

(Compliance + Reporting)

Great for mid-sized orgs over $1M that want compliance bundled with advanced reporting and remote/on-site training for clearer insights and smoother team transitions.

 

✔    Financial Statements (Standard)

 

Controller Services:

✔    Month-End Close Facilitation

✔    Custom Reporting & KPI Dashboards

✘    Accounting system oversight

✘    Accounting operations oversight

✔    Staff training and support (Remote)

✘    On-Site Training (Local Only)

✔    990 Preparation / E-filing

✔    Sales/use tax filings (monthly/quarterly)

✔    Payroll oversight (reviews/filings)

✘    Accounting process improvements

✘    Fraud Prevention & Detection

 

Starting at $1,600/month

for annual revenue over $1M

Premium

(Fractional Controller)

Suited for established nonprofits over $1M needing full fractional controller support, process improvements, and fraud detection to boost efficiency, cut risks, and achieve 30-50% savings on overhead.

✔    Financial Statements (Standard)

 

Controller Services:

✔    Month-End Close Facilitation

✔    Custom Reporting & KPI Dashboards

✔    Accounting system oversight

✔    Accounting operations oversight

✔    Staff training and support (Remote)

✔    On-Site Training (Local Only)

✔    990 Preparation / E-filing

✔    Sales/use tax filings (monthly/quarterly)

✔    Payroll oversight (reviews/filings)

✔    Accounting process improvements

✔    Fraud Prevention & Detection

 

Starting at $2,200/month

for annual revenue over $1M