Services

services & specialties

more than just accounting

Strategic Advisory Services

Strategic advisory services provide businesses with high-level, objective expertise to solve complex problems, optimize resources, and navigate major transitions. Rather than focusing on day-to-day operations, advisors help leaders define long-term goals, identify blind spots, and execute actionable roadmaps for sustainable growth.

Core Financial Services

Core financial services empower businesses by delivering essential back-office tasks, securing liquidity, and driving strategic growth. By outsourcing these functions, companies streamline operations and optimize cash flow, ultimately allowing leaders to focus on their competencies and scaling the businesses.

Grant & Project Management

Management and compliance services provide end-to-end oversight of the grant lifecycle. From identifying funding opportunities and writing proposals to tracking budgets and reporting outcomes. These services help businesses secure vital non-dilutive capital while ensuring strict compliance with complex funding requirements

industries served

nonprofits, Tribal organization, artists, and small businesses

Consider us your outsourced finance office, offering tailored solutions to enable smart financial decisions.

We work with nonprofits because mission-driven organizations deserve financial partners who understand their unique challenges, respect their values, and help them maximize every dollar toward creating meaningful community impact.

We work with tribal organizations because Indigenous nations deserve culturally respectful financial partners who understand sovereignty, navigate complex federal requirements, and support self-determination through stewardship of tribal resources.

We work with artists and creatives because sustainable artistic practice requires financial clarity, and every creative professional deserves accessible guidance that honors their work as legitimate, valuable business worthy of support.

We work with small businesses because entrepreneurs need reliable financial foundations to grow confidently, make smart decisions, and build sustainable enterprises that support their families and strengthen their communities.

Cultural Competency: Experience working across diverse communities, including tribal organizations, BIPOC, and LGBTQ+ organizations, with awareness of how systemic inequities impact financial realities
Proactive Partnership Approach: We identify issues before they become crises, educate clients to build internal capacity, and function as trusted advisors
Technology-Enabled Efficiency: Cloud-based systems and virtual service delivery provide real-time financial visibility, geographic flexibility, and streamlined workflows
Proven Track Record: Success helping clients secure millions in grant funding, recover indirect costs, pass audits without findings, and build financially sustainable operations that support mission achievement

our process

define your needs

Before scheduling a meeting, outline your needs and your requirements, such as basic bookkeeping, monthly reconciliations, payroll, or corporate tax preparation.

define your expectations

Ask yourself and your team, what are your expectations from an accountant for your business? How do you think outsourcing bookkeeping, accounting, and other tasks might free up your time?

make an appointment

We want to know who you are and all about your business. Your story helps us understand what matters most to you, so we can tailor our services to support your unique mission and goals.

review the proposal

We will prepare and send a proposal. Our proposal outlines services, pricing, and timelines. Review it carefully and ask questions so we get everything right.

onboarding

We use a secure online portal for all client communications and document sharing, keeping your financial information safe. We are available for additional meetings, training, and questions.

pricing structure

Core Services for Small Organizations, $300+ per month depending on complexity and number of accounts
Core Services for Mid-Sized Organizations, $1000+ per month
Core Services for Micro-nonprofits and Artists negotiated on a sliding scale
Grant Management Services, Varies by grant award and retainer service available
Specialized Services, Varies by organization
Mission Alignment: Genuine commitment to social impact and community benefit

Strategic Advisory Services for Small Organizations, $1,500-$3,500 monthly
Strategic Advisory Services for Mid-Sized Organizations, $3,000+ monthly
Compliance and Tax Services, Varies by organization
Specialized Services, Varies by organization
Indirect Cost Rate Calculations and Application, $750-$1,500
Integrated Service Model: Comprehensive financial management from daily bookkeeping through strategic planning eliminates coordination burden and ensures consistency across compliance, operations, and strategy