Hello and welcome!

We love working with overwhelmed directors of non-profits who want to focus their energy on their mission, not on their numbers.

As a partner in finding solutions to social, cultural, and environmental issues, our work enables better financial decision-making, resulting in a more significant impact in the world 

Our mission is for your non-profit to succeed and thrive!

Where do you want your organization to be in a year? In 5 years? In 10 years? You need financial clarity to get there!


  • Knowing exactly what the organization is spending every month.
  • Knowing how much revenue/donations came in last month versus last year.
  • Knowing that billing and invoicing are taken care of.
  • Having monthly reports ready for the Board meeting.
  • Being able to regularly review Budget vs Actuals to know if everything’s on track. 
  • Clarity on how much of your funds are restricted and how much is remaining of individual grants.
  • Having clean documents ready at the end of the year to file your 990.
  • Being able to make clear choices in line with your financial plan.

We’re all in this together.


 Monthly Bookkeeping Services include:

  • Recording and categorizing income/expense transactions
  • Fund/Grant Tracking using Classes, Projects, and Location in Quickbooks Online
  • Monthly reconciliations of all accounts (bank, credit cards, Stripe, Paypal, etc)
  • Receipt management
  • Accounts Payable/Accounts Receivable (invoicing and paying bills)
  • Prepare and review monthly financial reports
  • Communication with Auditor and Tax Preparer as-needed
  • Unlimited email support and monthly check-in

Other services:

  • Historical clean-up
  • Payroll 
  • Year-end 1099’s
  • 990-N/EZ prep for organizations with less than $200k in revenue
  • Accounting software training
  • QBO Account setup