Empowering SMEs and Nonprofits

 Services Included:

• Financial health assessment (one-time comprehensive review)
• Basic cash flow forecasting (3-6 months projection)
• Budgeting template setup and guidance
• Monthly financial reporting (profit & loss, cash flow statement)
• Compliance check for tax and regulatory requirements

Pricing:

• One-time fee: $1,500
• Ongoing support: $350/month

 Services Included:

• Quarterly financial health assessments and reports
• Rolling 12-month cash flow forecasting and budgeting
• Fund tracking and financial monitoring for nonprofits
• Tax compliance support and audit preparation
• Custom financial reports for stakeholders
• Monthly financial strategy sessions

Pricing:

• $1,500 – $3,500/month (based on organization size and complexity)

 Services Included:

• Full Financial Partner support
• Comprehensive financial strategy development
• Advanced cash flow management and forecasting
• Investor/funder presentation preparation
• Financial risk assessment and mitigation planning
• Fundraising and capital allocation strategy for nonprofits

Pricing:

• $5,000 – $10,000/month (customizable based on needs)
• Minimum engagement: 6 months

 Services Included:

• Monthly financial statements (P&L, balance sheets)
• IRS compliance support and tax filings
• Grant and fund compliance monitoring for nonprofits
• Audit preparation assistance
• Custom financial reporting dashboards

Pricing:

• $1,000 – $2,500/month
• One-time setup fee: $750

 Services Included:

• Financial software implementation (QuickBooks, Xero, Sage Intacct, Blackbaud)
• Process automation for budgeting and reporting
• Training and support for financial software
• Custom dashboards for financial tracking

Pricing:

• One-time setup fee: $3,000 – $7,500
• Ongoing support: $500 – $1,200/month

 Customize your package with additional services tailored to your business or nonprofit needs:

• Board/Investor Financial Presentation Preparation – $750 per report
• Scenario Planning & Risk Management – $1,000 per session
• One-on-One Financial Coaching for Leadership – $250/hour
• Specialized Grant Writing & Financial Projections – $1,500/project