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Service Offerings
& Pricing

Tailored service offerings for every facet of your non-profit org.

Pricing:

$290 – $350 / mo (Commercial Only)

Best for: Pre-revenue founders, launch studios, & micro-startups (< 25 transactions/mo, max 2 connected bank/credit accounts). Incubation pricing applies for up to 6 months or until volume scales.

 

Software  Inclusions:

  • Xero Standard Ledger Included

  • Cloud Banking & Automated Feed Setup

Core Deliverables:

  • Bank & Credit Reconciliation (Up to 2 Accounts)

  • Standard Startup Chart of Accounts

  • Monthly P&L & Balance Sheet Summaries

  • Automated Bank Feed Syncing

  • Year-End CPA Handoff Preparation

Micro-Tier: Founder's Incubator

Pricing:

$599 / month (Commercial)

$799 / month (Non-Profit)

Best for: Solopreneurs & small teams needing accurate monthly ledger maintenance and CPA-organized financial records (up to 3 connected bank/credit accounts).

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Software  Inclusions:

  • Xero Standard Ledger Included

  • Gusto Payroll Optional Add-on: +$100/mo base + $6/head

Core Deliverables:

  • Monthly Bank & Credit Reconciliations (Up to 3 Accounts)

  • Custom Revenue Allocation & Account Classification

  • P&L, Balance Sheet & Statement of Activity Summaries

  • Hubdoc Document & Receipt Management

  • Year-End CPA Handoff Preparation

Tier 1: Core Bookkeeping

Tier 2: Full Back-Office & Payroll

Pricing:

$999 / month (Commercial)

$1,599 / month (Non-Profit)

Best for: Growing organizations needing active payroll administration, grant tracking support, and operational back-office management.

 

Software  Inclusions:

  • Xero Standard Ledger Included

  • Gusto Included for up to 5 team members

  • +$6/mo per additional team member

Includes Everything in Core, Plus:

  • Full Gusto Payroll Execution & Automated Tax Filing

  • Multi-Grant, Department, & Job Costing Support

  • Statement of Functional Expenses

  • Accounts Payable & Vendor Record Management

Tier 3: Advanced Retainer &
Operational Advisory

Pricing:

Custom Quote (Starts at $1,999 / month)

Best for: Established organizations with complex multi-grant structures, high transaction volume, multiple financial accounts, or custom internal reporting needs.

 

Software  Inclusions:

  • Xero Premium Included

  • Gusto Included (up to 10 team members +$10/mo per add'l)

Includes Everything in Full Back-Office, Plus:

  • Custom Department & Multi-Entity Reporting Setup

  • Weekly Financial Oversight & Cash Flow Tracking

  • Priority Board / Leadership Meeting Prep

One-Time Setup, Clean-Up & Migration Options

Startup Express Onboarding

$350 – $600

New business getting set up for the first time (< 50 transactions).

Full software initialization (Xero & Hubdoc), chart of accounts setup, and bank feed connections.

Standard Clean-Up & System Migration

$1,200 – $2,500

Need 3–12 months of books reconciled or moving from QuickBooks to Xero.

Full historical reconciliation, classification cleanup, vendor organization, and year-to-date updates.

Complex Catch-Up & Non-Profit Restructuring

Starts at $2,500

Backlog spanning multiple years, restricted fund reallocation, or spreadsheet chaos.

Multi-year record reconstruction, grant reallocation, functional expense alignment, and CPA handoff prep.

  • Software Access, Account Limits & Administration: All monthly retainers include account administration and standard software access for Xero. Additional connected bank or credit card accounts beyond tier inclusions are billed at +$50/month per account. Gusto payroll administration and software access are included for the base team count in Tier 2 (up to 5 team members) and Tier 3 (up to 10 team members), with additional team members billed per head. Gusto is available as an optional add-on for Tier 1.

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  • Note on Scope of Services: Our firm provides professional bookkeeping, payroll administration, financial recordkeeping, and operational accounting support services. We do not perform certified public accounting (CPA) services, third-party audits, legal attestations, or official tax opinions. All books are maintained to be seamlessly handed off to your independent licensed CPA for year-end tax returns and formal audits.

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