Services & Engagement Options

We begin with an initial conversation to understand your organization, current financial processes, and goals. From there, we recommend a scope of services tailored to your needs and provide ongoing support through a structured monthly engagement. 

We primarily work remotely, which allows for flexibility and efficiency. On-site support can be arranged when needed, depending on location and scope. 

We specialize in supporting small to midsize independent schools and nonprofit organizations, particularly those that need experienced financial leadership without a full-time CFO. 

No. We work alongside your existing accountant, auditor, or tax advisor. Our role is to strengthen your internal financial operations, reporting, and strategic decision-making.  

We work best with organizations that have growing financial complexity—whether due to multiple revenue streams, grant funding, or increased reporting needs—and are ready for more structured financial oversight. 

Timelines vary depending on your current systems and needs, but most engagements can begin within a few weeks after the initial consultation. 

Yes. In addition to ongoing services, we offer project-based support such as cleanup or catch-up bookkeeping, system setup, and budget development. 

Our services are offered as monthly engagements, with pricing based on scope, complexity, and level of support. We’ll outline clear options after an initial discussion. 

We commonly work with platforms like QuickBooks and other cloud-based financial tools, and can help optimize or transition your current systems as needed. 

 The best next step is to schedule a conversation so we can learn more about your organization and determine the right level of support.