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Financial Management Solutions for Small Businesses and Mission-Driven Organizations
Entrepreneurs & Small Businesses
Essential Monthly Package
Perfect for: All Business Types
What’s Included:
- Discounted QuickBooks & Payroll Subscriptions
- Telephone & Email Support
- Monthly Full Service Bookkeeping (monthly reconciliation)
- Provide and Review (2) Key Financial Reports
- Telephone or Zoom Meeting:Month End Review
Premium Monthly Package
Perfect for: All Business Types
What’s Included:
- Discounted QuickBooks & Payroll Subscriptions
- Telephone and Email Support
- Monthly Full Service Bookkeeping (monthly reconciliation)
- Provide and Review (2) Key Financial Reports
- Telephone or Zoom Meeting: Month End Review
- Accounts Receivable & Invoicing
- Accounts Payable & Bill Pay
- Provide & Review Advanced Customized Reporting
- Prepare & File 1099s
- Accountant Liaison
Advanced Monthly Package
Perfect for: All Business Types
What’s Included:
- Discounted QuickBooks & Payroll Subscriptions
- Telephone and Email Support
- Monthly Full Service Bookkeeping (monthly reconciliation)
- Provide and Review (2) Key Financial Reports
- Telephone or Zoom Meeting: Month End Review
- Accounts Receivable & Invoicing
- Accounts Payable & Bill Pay
- Provide & Review Advanced Customized Reporting
- Prepare & File 1099s
- Accountant, Banking & Other Professional Liaison
- Customer & Vendor Management
- Payroll Services
- 3rd Party App Integrations & Management: Shopify, Amazon, Bill.com, QB Time, Gusto & More
Additional Services
Perfect for: All Business Types
Available For All Packages:
- QuickBooks Set Up
- Full Service Bookkeeping
- Business Management
- CFO Advisory Services (Cash Flow, Budgeting, Forecasting)
- Financial Reporting and KPI Tracking
- Financial Management
- Accounts Receivable & Invoicing
- Accounts Payable& Receivable
- Payroll services
- Time Tracking Management
- Customer & Vendor Management
- 3rd Party App Integrations & Management: Shopify, Amazon, Bill.com, QB Time, Gusto & More
Industries We Serve: Non-profits | Community-Based Organizations | Small Businesses | Entrepreneurs | Restaurants | Entertainment |
E-Commerce
Non-Profits &
Community Based Organization
Strategic Financial Management
Perfect for: Community-Based Organizations & Small Non-Profits ($100K-$500K budget) with Limited Financial Resources
What’s Included:
- Monthly Full Service Bookkeeping (Monthly Reconciliation)
- Contract & Grant Compliance Financial Manaagement
- Basic Financial Reporting for Funders
- Contract Proposal Support
- Grant Proposal Support
- Capacity-Building Support
Why Choose This: Affordable financial management that keeps your grants compliant and your mission funded. We help smaller Non-Profits and CBOs build financial capacity without breaking the budget.
Stand Alone Premium Compliance
Perfect for: Large Non-Profits ($2M+ budget) with Existing Financial Management teams
What’s Included:
- Federal and State Grant Compliance Management
- City and County Contract Compliance Management
- Contract Compliance Financial Reporting
- Audit Preparation and Support
- Quarterly Compliance Reporting
- Contract Proposal Support
- Grant Proposal Support
- Certified Federal Grant Financial Manager
Why Choose This:
Get expert compliance management without the overhead of a full-time compliance officer. Focus on your mission while we ensure every grant requirement is met on time.
Please let us know if you do not have an existing financial management team.
Bundled Full Circle Services
Perfect for: Mid-to-Large Non-Profits ($500K-$5M budget) Needing Comprehensive Financial Management
What’s Included:
- Monthly Full Service Bookkeeping
- Grant Compliance Management (Federal, State, City, County)
- Certified Federal Grant Financial Manager
- CFO Advisory Services (cash flow, budgeting, forecasting)
- Financial Reporting and KPI Tracking
- Contract Proposal Support
- Grant Proposal Support
- Accounts Payable/Receivable Management
- Payroll services
Why Choose This: Your complete financial department—bookkeeping, compliance, and strategic CFO guidance in one package. Avoid juggling multiple vendors and get integrated financial leadership.