Non-Profit Packages

Perhaps more than any other kind of organization, nonprofits have to be strategic and smart about how they acquire and manage their funding. Answering to donors, board members and community members about your nonprofit’s financial situation can be overwhelming - especially when you are busy trying to put your organization’s mission into action. I have over a decade of experience working with nonprofits, large and small. Having a partner to help you present your financials to stakeholders while getting more strategic about how to raise and use future funds can help your nonprofit grow while letting you get back to the important work you are passionate about.  

 
 

 
 

BASIC NON-profit TAX RETURN – STARTS AT $495

 
 
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Premium Tax Return Plus Package

For non-profits who need that extra bit of assistance with ongoing financial needs, this package gives you everything you need and nothing you don’t at a price that fits your budget. 

  • Tax Return Preparation

  • Quarterly Financial Planning

  • Cash Flow Planning + Analysis


STARTS AT $275 per month

 
 
 
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Premium Tax Return Plus Package

For non-profits who are looking for a full service financial consultant, this package will help you stay on track and give you the freedom to focus on what you do best.

  • Tax Return Preparation

  • Quarterly Financial Planning

  • Cash Flow Planning + Analysis

  • Federal + State Nonprofit Compliance

  • Fiscal Sponsorship

  • 125 hours Annual Consulting, Financial + Tax Services


STARTS AT $495 per month