Whether you’re just getting your nonprofit off the ground or expanding your impact, my packages offer the right level of financial management and support. If none of the packages feel like the right fit, I’m happy to customize a solution tailored to your organization’s needs.
For growing nonprofits with over $500K/year in contributions, ready to gain clarity, strategy, and confidence through expert financial partnership.
$750+/month
This package is designed for Executive Directors and nonprofit teams managing complex funding, growing operations and increasing accountability.
You may be:
Trying to juggle multiple programs, restricted funds, and grant reporting
Spending too much time trying to make sense of your financials instead of using them to lead
Preparing for audits, board meetings, or new funding rounds—and worried about the accuracy of your books
Leaning on a volunteer or staff member who’s “kind of good with QuickBooks” (but it’s not sustainable)
Struggling to get timely, accurate reports that actually help you make decisions
If you’ve ever said, “We’re growing, but our finances feel messy,” or “I just want to know what our numbers actually mean,” — this package was built for you.
It’s ideal for organizations ready to move from reactive bookkeeping to strategic financial management — with someone who knows good bookkeeping matters even more when every dollar has a job to do
Executive-Level Financial Clarity
No more guesswork—know exactly where you stand, what’s working, and what’s not
Board-Ready Reports & Dashboards
Impress your board, funders, and stakeholders with clear, customized financial visuals you can actually explain
Funding Confidence
Apply for grants, manage restricted funds, and meet reporting deadlines without scrambling at the last minute
Cash Flow Intelligence
Make spending and staffing decisions with proactive insight, not panic
Peace of Mind with a Financial Partner
You’re not just getting books done—you’re getting a strategic sidekick who understands your mission and your numbers
Categorization of up to 800 transactions per month
Keep pace with your organization’s activity while maintaining accuracy and organization
Advanced categorization (class tracking if available)
Break down financials by program, fund, or grant to support better planning and reporting
Restricted grant tracking with class or project-based reporting (when available)
Ensure proper fund usage and compliance—structured alternatives provided when class tracking isn’t available
Reconciliation of up to 5 accounts per month
Keep your bank and book balances aligned, avoiding discrepancies and surprises
Ongoing cash flow monitoring and planning
Proactively manage timing gaps, shortfalls, and surpluses so you can lead with confidence
Monthly customized financial reports (Statement of Financial Position, Statement of Activity, Statement of Cash Flow)
Tailored for your needs, complete with segment-level insights and board-ready formatting
Custom visual dashboard of key financial points
Get at-a-glance visibility into your financial health with visuals that make sense
Monthly 1:1 virtual review meeting
Stay supported and informed with regular, personalized financial discussions
Email support (responses within 1 business day)
Timely help and clear answers when questions arise
Collaboration with your accountant or 990 preparer
We’ll coordinate everything they need for a smooth year-end (990 preparation not included)
For small nonprofits with $150K–$500K/year in contributions, ready to get consistent bookkeeping support and clearer financial visibility.
$350+/month
This package is for small nonprofits who are ready to take bookkeeping off their plate—but aren’t quite ready for a full-blown financial strategy package.
You might be:
A solo ED or admin juggling receipts, reports, and donor data
Getting by with inconsistent tracking and scattered spreadsheets
Prepping for a grant or audit but worried your numbers won’t hold up
Just trying to keep things from falling through the cracks
Needing basic support now, with plans to grow later
This package helps you lay the foundation—so you can scale with clarity and ease.
Reliable, up-to-date books
Know where you stand each month
Peace of mind during board and funder check-ins
Clean reports ready for grant applications, year-end prep, or stakeholder updates
Fewer fires, more focus
You stop doing the books. We keep them straight
Better decision-making
With quarterly reports that actually mean something
Categorization of up to 400 transactions per month
Stay organized and audit-ready as your activity grows
Advanced categorization (class tracking if available)
Track income and expenses by program or fund for more meaningful insights
Restricted grant tracking with class or project-based reporting (when available)
Maintain compliance by clearly tracking restricted funds—or use structured alternatives when class tracking isn’t available
Reconciliation of up to 3 accounts per month
Ensure your books match your bank and remain accurate month over month
Quarterly financial reports (Statement of Financial Position, Statement of Activity & Statement of Cash Flow)
Stay informed with simplified, clear reports delivered four times a year
Quarterly 1:1 virtual review meeting
Discuss trends, clarify questions, and adjust course as needed
Monthly summary email
A quick overview of financial activity and highlights to keep you in control between reporting cycles
Collaboration with your accountant or 990 preparer
We’ll make sure everything is ready to go at year-end (990 preparation not included)
Email support (response within 2 business days)
Get clear, timely answers when you need help
For early-stage or steady nonprofits with under $150K/year in contributions who need reliable, no-fuss bookkeeping—done right the first time.
$170+/month
This package is ideal for small, consistent nonprofits with a simple financial setup who just want to stay organized and compliant—without the overwhelm.
You might be:
A founder-led team or solo ED managing it all
Running a few programs or just one primary focus
Tired of DIY bookkeeping but don’t need deep analysis (yet)
Preparing for your first real 990 submission season or board reporting
Focused on getting the basics right and building from there
If you just need your numbers in order—without stress or overkill—this is for you.
Clean, consistent books
So you’re not scrambling each year to pull together reports for your 990 or funders
Clear monthly reports
Know what’s coming in, what’s going out, and where your programs stand
Time back in your week
Because you didn’t start this nonprofit to manage spreadsheets and receipts
Confidence with your numbers
No more “I think it’s right?” when the board, auditor, or funder comes asking
Categorization of up to 200 transactions per month
Keep your books clean, organized, and up to date
Reconciliation of up to 2 accounts per month
Make sure your bank balances match your books—no surprises
Monthly summary email
A quick update on what’s been done, plus questions or reminders to keep things moving
Annual 990-ready reports at year-end
Your financials wrapped up and organized, ready for your Form 990 or fiscal year reporting
Collaboration with your accountant or 990 preparer
We’ll provide everything they need—so you’re not scrambling for reports or documentation (990 preparation not included)
Email support (response within 2 business days)
When you have questions, we’re here with clear, timely answers
You’ll receive personalized support tailored to your specific needs. This hands-on, responsive approach ensures your concerns are addressed quickly—so you can stay focused on growing your business or organization.
With over 17 years of professional experience in financial management and bookkeeping, I bring both expertise and diligence to every client. I'm a Level 1 & 2 QuickBooks ProAdvisor and a Certified Bookkeeper through AIPB—credentials that reflect my commitment to providing exceptional service with accuracy, clarity, and care.
I aim to provide 5-star service, not just once, but every time we work together. My goal is to build lasting relationships by showing up reliably, responding quickly, and delivering the kind of support that earns your trust.
My pricing is based on the complexity and volume of your financial transactions, the level of service required, and the specific needs of your business. I offer transparent, flat-rate pricing for each package to ensure there are no surprises. After our initial consultation, I assess your business requirements and create a custom service plan for you.
Yes, I stand behind the quality of our services and offer a satisfaction guarantee to ensure you are happy with our work. If you’re not satisfied with our services or no longer need them, you can terminate our Service Agreement with a 30-day notice. Additionally, I provide a free initial consultation to understand your needs and demonstrate how I can add value to your business.
I offer flexible payment terms for our bookkeeping services to suit your needs. For recurring services, I invoice monthly or quarterly. For one-time projects, I usually require a 50% retainer upfront and the remainder upon completion.