What we do
Work with us
We provide bookkeeping services and prepare information returns (990’s). We also assist with custom projects like re-designing the books, grant tracking, automating accounting entries, helping with internal controls, preparing reports for auditors, helping organizations get to their first audit, board education, and so much more.
Who we accept as customers:
We’re picky about who we work with. Our client acceptance policy focuses our work on organizations that directly assist the most vulnerable of us. However, like most professional service firms, we limit our work to organizations who can work with our project management style, too.
1
Are you an organization who directly serves vulnerable people and/or the environment? If your organization is mostly cis, white, straight people serving others of the same, that’s still important work! We are happy to refer you to other firms. We do not accept religious organizations.
2
Do you treat people of color, LGBTQIA+ people, disabled people, veterans, immigrants, and other highly targeted people with respect and dignity in all your business practices? Do you buy from businesses that we own? Do you train us to leadership in your organization? You don’t need to prove anything to us, but we will vet you before accepting the engagement.
3
Can you determine exactly what you need, what your timeline for delivery is, and your budget for the project? Please don’t ask for an engagement letter or our attendance at a board meeting until you’re ready to negotiate explicit terms – just like any other contract.
4
Can you deliver the materials we discuss on time? Do you answer our questions promptly (within 1-2 days)? We make a point of scheduling your work when you’re available to participate and we’re free to focus our attention fully on you. Accounting is a group project that tells a story that we all need to agree upon, and we can’t do that without full participation.
The Process
1. Reach out and say hello. We can schedule a 30-minute meet & greet call through Honeybook. We can give you a generic proposal and a soft quote or we can jump right to Step 2.
2. Decide exactly what you want and when you need it done. Once we have that information, we can draft an engagement letter with specific terms. Everyone signs the letter and we’re ready to go to work! We can appear at one board meeting for a brief meet & greet as part of this process.
3. Your project is custom designed on a dashboard where you can see the deadlines, milestones, and track where things are in real time. Our system also sends automated reminders through your preferred medium and at your preferred pace. You can chat and ask questions from any device at any time.
4. We do the work during a window when you’re available to answer questions and participate.
5. We review the work with you at your level of comfort.
6. No follow-up surveys! But we will keep in touch to make sure everything is working as it should.
C’mon in! What brings you here?
We’re so excited you’re here! Whether you know nothing about financials or have very specific ideas on dashboard reports & strategic goals, we’ll help you deliver high quality information that helps you and your board make good decisions. We’ve got you!
Work with us
I’m a new ED.
Keeping your books current and up to compliance is no easy task. We’ve been doing this for a minute and have a few hundred rebuilds under our belts. We can clean it up or assist you in doing it yourself.
Work with us
My bookkeeping is a hot mess/we’re afraid our bookkeeping isn’t good enough.
Audit is a scary word that has a surprising number of meanings. Let’s figure out exactly what flavor of audit you’re looking at, what the risks and costs might be so you can budget time & expenses, and make a plan that reduces your stress as much as possible.
Work with us
I have to do something about an audit.
I need something else.
No problem. Check out our Services Page or hit us up through the Contact Us tool and we’ll figure it out together
I’m just shopping because I don’t think we can afford what we want.
Yeah, we get that. It’s the main reason we set ourselves up as a nonprofit firm. We can collaborate on a capacity-building grant if you’ve got some specific goals, or we have an excellent library of templates and resources that may help for a lot less. Please don’t let the potential price tag scare you off.