Core bookkeeping

Monthly Bookkeeping & Reconciliations: Accurate, timely books you can trust: bank and credit card reconciliations, transaction coding, and clean monthly close.
Chart of Accounts Design: Multi-entity, fund-restricted chart of accounts built to scale with your organization’s programs and funding sources.
Payroll Oversight: Payroll processing oversight and reconciliation.

Funds, grants & compliance

Fund & Grant Accounting: Setup, cleanup, and ongoing management of restricted and unrestricted funds, so your books reflect what your funders and board actually need to see, including federal grant compliance.
Grant Billing & Compliance: Invoice reconstruction, allocation review, and compliance support for federal, state, and foundation grants, including complex multi-program cost allocation.
Audit Preparation: Full audit-ready workpapers and direct liaison support with your external auditors, so audit season isn’t a scramble.

Financial Statement Preparation: Statement of Activities, Statement of Financial Position, and supporting schedules prepared for board review, audit, or funder reporting.
Board Reporting Packages: Clear, board-ready financial packages that translate the numbers into decisions, built for nonprofit boards, not just accountants.
Budget Development & Monitoring: Realistic operating and grant budgets, with monthly variance tracking so surprises get caught early, not at year-end.
Interim & Fractional Controller Services: Senior-level financial leadership on a fractional basis, for organizations that need controller-level expertise without a full-time hire.

Software & Automation
Infrastructure, cloud architecture, and platform engineering from an engineer with twenty years of building and running production systems.
AI Literacy
Practical, vendor-neutral help choosing and using AI tools safely — for engineering teams and finance teams alike.

Tell us where things stand. We’ll tell you honestly whether we’re the right fit — and if we’re not, we’ll say so.