Our Services
Four integrated capabilities to keep your finances accurate, visible, strategic, and compliant — from day-one bookkeeping to board-ready advisory.
What’s Included
| Deliverable | Bookkeeping | Dashboards | CFO | Entity |
|---|---|---|---|---|
| Monthly Reconciliation | Included | Not included | Not included | Not included |
| Month-End Close | Included | Not included | Not included | Not included |
| Accounts Payable/Receivable | Included | Not included | Not included | Not included |
| Custom KPI Dashboards | Not included | Included | Included | Not included |
| Cash Flow Reporting | Not included | Included | Included | Not included |
| Margin & Revenue Analysis | Not included | Included | Included | Not included |
| Budget & Forecast Models | Not included | Not included | Included | Not included |
| Fundraise Financial Pack | Not included | Not included | Included | Not included |
| Board Deck Preparation | Not included | Not included | Included | Not included |
| Entity Formation | Not included | Not included | Not included | Included |
| Annual Compliance Filings | Not included | Not included | Not included | Included |
| Multi-State Registration | Not included | Not included | Not included | Included |