Get in touch

Let's find out
if we're a fit.

Two ways to start. We'll take it from there.

Recommended
Path 01

Score your org

Answer a short series of questions about your finance, payroll, compliance, and governance practices. You'll get an instant assessment of your organization's health and can choose whether you'd like us to follow up.

  • Takes about 5–7 minutes
  • Immediate results
  • Personalized to your organization
  • Optional follow-up from our team
Path 02

Not ready for the scorecard?

Tell us a little about your organization and what you're working through. We'll follow up within one business day to learn more and see where we might help.

  • Just a few questions
  • We'll follow up within one business day
  • No pressure, no commitment
Before we connect

We use QuickBooks Online as the accounting platform for every engagement. If you're not currently on QBO, we've guided many organizations through the migration and know the process well.

Beyond the accounting platform, we work with a small set of tools we've proven in nonprofit finance with some flexibility depending on what you're already using.

Our engagements are priced as fixed monthly fees based on your organization's needs and complexity.

And we work exclusively with nonprofits.

If any of that raises questions, we're happy to talk it through during our first conversation.