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Tiered Accounting Services

1

The Essentials

Entry - Level service tier covering basic bookkeeping and financial reporting needs.

2

The Growth Plan

Mid-Tier services focused on financial strategy, budgeting, and scaling operations.

3

The Board Room

Premium service tier offering strategic financial planning, executive-level insights and reporting. 

Expanded Offerings

Governance & Compliance

  •  IRS Reporting: Filing Form 990 or Form 990-N annually to maintain tax-exempt status.

  •  Gift Acknowledgment: Providing donors with proper receipts for tax-deductible contributions.

  •  Proper Use of Funds: Ensuring restricted funds are used for their intended purpose.

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