Financial Clarity That Supports Mission and Stewardship
Nonprofit organizations carry a unique responsibility—to serve their mission with integrity while maintaining transparency, compliance, and strong financial governance.
We do not bill hourly. Nonprofit tax and accounting services are offered through tiered, engagement-based pricing, allowing for predictable budgeting, clear deliverables, and support aligned with your organization's size and activity.
Pricing is determined based on factors such as:
A strong starting point for smaller or newly established nonprofits. Best for early-stage nonprofits, volunteer-led organizations, or nonprofits with limited financial activity.
For nonprofits that need regular financial oversight and dependable compliance. Best for organizations with dedicated staffing.
For established nonprofits with multiple programs, active boards, or increased funding who need deeper reporting and strategic clarity.
High-touch support for nonprofits focused on long-term impact. Best for scaling nonprofits, grant-funded organizations, or nonprofits preparing for audits.
| Feature | Tier 1 | Tier 2 | Tier 3 | Tier 4 |
|---|---|---|---|---|
| Bookkeeping Support (Monthly/Quarterly) | — | |||
| Reconciliations (Monthly) | — | — | ||
| Form 990 Preparation & Filing | ||||
| Year-End Financial Statements (Internal) | — | — | — | |
| Board-Ready Financial Statements | — | |||
| Accounting System Oversight & Cleanup | — | |||
| Basic Compliance Guidance | ||||
| Enhanced Reporting (Trend / Comparative) | — | — | ||
| Grant Readiness & Compliance Support | — | — | ||
| Financial Processes & Controls Guidance | — | — | ||
| Customized Board & Stakeholder Reporting | — | — | — | |
| Budgeting & Financial Planning | — | — | — | |
| Strategic Advisory Support | — | — | — | |
| Investment Range | $1,500–$3,000/yr | $3,500–$7,500/yr | $7,500–$12,000/yr | $12,000+/yr |
All services are provided under a formal engagement letter that defines: Scope of services, Service tier and pricing, Billing cadence (monthly or annual), and Responsibilities of both parties. This ensures transparency, protects both parties, and allows us to deliver work that meets CPA professional standards.
Let's discuss the right level of support for your nonprofit.