Our Services

Desk with a calculator, a notebook, a wireless keyboard, a laptop, and various documents with charts and graphs.

Business Operations

Finance runs smoother with the right operational backbone. We build clear, efficient workflows that scale.

    • Bill.com or QBO Bill Pay setup

    • Vendor onboarding & W-Collection

    • Payroll coordination & approval workflows

    • Expense & reimbursement policies

    • Delegations of authority

    • Month-end close checklist

    • Document retention & audit trail

    • COA redesign for clarity

    • Class/Fund/Program structure

    • File taxonomy & naming conventions

    • Data cleanup & recurring task calendar

We design finance and operations support to meet you where you are. Choose a path below or book a call and we’ll recommend the right fit.

Service Paths:

  • Nonprofit finance

  • For profit finance

  • Business Operations

Non-Profit Finance

Stewardship, compliance, and strategy - built for mission-driven organizations. We know grants, funds, boards, audits, and the realities of non-profit operations.

    • AP/AR Management

    • Bank and Credit Card Reconciliations

    • Payroll coordination

    • Fund, class, and grant tracking

    • Monthly close & board reporting package

  • Everything in Bookkeeping, plus:

    • Annual Budget development

    • Forecasting & cash flow planning

    • Grant modeling & scenario planning

    • Quarterly leadership reviews & board presentations

  • Executive finance partner for growing organizations:

    • Strategic planning, KPIs, dashboards

    • Internal controls & policy development

    • Fundraising and compliance advisory

    • Audit & 990 readiness

    • Quickbooks setup & cleanups

    • Chart of Accounts & Fund Structure

    • Internal controls & finance manual

    • Audit planning & 990 support

    • Staff & board training

Book a clarity call

Not sure where to start?

For Profit Finance

Practical finance for builders and founders. We help you price confidently, protect cash, and grow intentionally.

    • AP/AR management, reconciliations, vendor management

    • Payroll coordination

    • Monthly financial statements & trends

    • Budget & rolling forecasts

    • Cash flow models & working capital strategy

    • KPI dashboards

    • Tax-readiness check (coordination with your CPA)

    • Strategic finance planning

    • Pricing & profitability optimization

    • Capacity & hiring models

    • Lender/investor readiness

    • Systems & internal controls

    • Quickbooks setup & cleanups

    • Chart of accounts design

    • Pricing model revamp

    • Cash flow model build

    • A/R overhaul & collections workflow

    • Debt structuring prep

See where the margins are hiding

Book a clarity call

Build an operations spring

Book a clarity call

FAQs

Do you work remotely?

Yes, nationwide. Secure, cloud-based workflows with scheduled review calls.

Can you coordinate with our auditor/CPA?

Absolutely - we partner closely to streamline your audit and 990 process.

Do you handle grant reports?

We structure your books to produce grant-ready reporting and can assist with requested formats.

Do you do taxes?

We don’t file returns; we make you tax-ready and coordinate with your CPA

Will you help me set up KPIs?

Yes - simple dashboards aligned with your goals.Do you handle grant reports?

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!