Basic Service Option

This package is designed for nonprofits and small mission-driven businesses who need to organize their financial systems, build clarity, and start making strategic decisions—without the overwhelm of full-scale transformation.

You’ll walk away with a solid foundation, automated reporting tools, and the confidence to manage budgets, grants, and cash flow with ease.

• 90-minute kickoff session to assess key financial challenges
   
• Review of current budget, financial reports, and accounting system
   
• Quick scan of grant/contract documents and revenue model
   
• Identify inefficiencies, risks, and low-hanging fruit for improvement
   

Deliverables:

• Financial Health Checklist
   
• Top 3 Priorities for Action
   
• Current Tools & Systems Map
   

• Basic Chart of Accounts clean-up
   
• Budget-to-actual reporting setup (monthly)
   
• Simple cash flow template setup (Google Sheets or Excel)
   
• One dashboard: income, expenses, and balance overview
   

Deliverables:

• Clean Chart of Accounts (or mapping doc)
   
• Cash Flow + Budget Templates
   
• Dashboard Starter Kit
   

• 1 live training with finance lead or ED
   
• 1 team walk-through for department managers (up to 4)
   
• Email support for 2 weeks post-project for questions/fixes
   

Deliverables:

• Custom SOP: “How to Use Your Dashboard & Budget Tools”
   
• Team Training Recap Sheet
   

• Before vs. After Scorecard
   
• Financial Clarity Survey for ED + Team
   
• 30/60/90 Day Growth Action Plan
   

Deliverables:

• Financial Health Mini-Report
   
• Clarity Scorecard
   
• Next Steps Roadmap
   

• Google Sheets or Excel for dashboards + forecasting
   
• QuickBooks Online or Abila MIP (read-only or limited admin access)
   
• Gusto (optional HR/payroll system)
   
• Optional connection with Salesforce or Monday.com for grant/project tracking
   

• Nonprofits with budgets under $1M
   
• New Executive Directors or Finance Leads
   
• Organizations cleaning up after turnover or audit findings
   
• Growing orgs preparing for their first major grant or contract
   

$3,000 – $6,000, depending on scope, staff size, and system complexity
Includes up to 8 weeks of service, live support, and tools.

Add-ons (optional):

• Additional dashboards: $500 each
   
• Ongoing monthly reporting support: $750/mo
   
• Custom board reporting slide deck: $850
   

👉 Schedule a Free 30-Min Discovery Call
📧 Or reach us at: hello@fiscory.com