Bookkeeping and Consulting
Bookkeeping for Nonprofits & Yacht Professionals Who Need Clarity, Not Chaos
Clean, accurate, and tax-ready financials so you can focus on your mission or your next contract!
Let’s Talk About Your Bookkeeping Needs
Common Financial Challenges for Nonprofits
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Confusing or inconsistent reporting
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Difficulty tracking restricted and unrestricted funds
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Stress around board reporting
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Lack of clean books for 990 prep or audit support
🥉 Essentials
Best for: Smaller nonprofits with simple operations
Includes:
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Monthly transaction categorization
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Bank & credit card reconciliations
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Basic financial statements (P&L + Balance Sheet)
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Chart of accounts tailored for nonprofits
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Email support
💰 Typical range: $300–$500/month
🥈 Growth ⭐ (Most Popular)
Best for: Growing nonprofits with grants and board oversight
Includes everything in Essentials PLUS:
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Fund tracking (restricted vs. unrestricted)
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Budget vs. actual reporting
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Basic grant tracking
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Monthly financial summary (plain English)
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One monthly review call
💰 Typical range: $600–$900/month
🥇 Impact
Best for: Established nonprofits with multiple funding sources
Includes everything in Growth PLUS:
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Advanced grant tracking & reporting
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Board-ready financial reporting packets
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Cash flow tracking
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Audit & 990 prep support (CPA-ready books)
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Liaison with CPA or auditor
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Priority support
💰 Typical range: $1,000–$1,800+/month
Optional Add-Ons
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Cleanup / catch-up bookkeeping
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Budget creation & planning
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Internal controls setup
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QuickBooks setup or migration
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Grant reporting customization
Let’s Work Together
Get in touch so we can start working together.
