Services
How We Can Navigate the Forest Together
Your bookkeeping support should be as unique as your organization, shaped by your story, your goals, and the way you work.
Gain the clarity and calm that come from understanding your finances with confidence. Whether you're looking at the bigger picture of your financial health or the details that drive day-to-day decisions, you'll have the insight you need to move forward.
Rooted in partnership and trust, this is bookkeeping support built to grow with you, so you can stay focused on the path ahead.
Rooted
Monthly Bookkeeping
Reliable, routine bookkeeping is the foundation of a healthy financial ecosystem.
Your books stay organized and up to date without the stress of managing it all yourself. With timely reconciliations and clear financial statements, you'll have real-time visibility into your organization's finances and confidence in your numbers. As your books stay current month after month, you'll spend less time wondering where things stand and more time trusting that the details are handled, so you can focus on the work that matters most.
What you can expect:
Accurate and timely transaction categorization
Monthly reconciliations
Accounts payable oversight
Accounts receivable tracking and reporting
Invoice preparation and follow-up
Month-end close
General ledger maintenance
Financial statement package
Continuous bookkeeping support and communication
Audit and tax ready books
Package Pricing: Starting at $360/month
Branching
Custom Bookkeeping
As your organization branches out, your bookkeeping needs will develop too.
Whether you're catching up after falling behind, cleaning up inaccurate records, making process improvements, or navigating a one-time project, you'll get flexible support tailored to exactly where you are. Training and education are part of the mix too, growing your bookkeeping knowledge so you can manage your day-to-day finances and know when it's time to bring in extra support. No matter what brought you here, you'll be met with practical solutions.
What you can expect:
Diagnostic and findings summary
Cleanups and catch-up
Chart of accounts setup or reorganization
Accounting software setup
Process and workflow improvements
Job costing setup or correction
Special financial projects
Personalized bookkeeping education
Customizable, session-based training
Understanding your financial reports
Package Pricing: Starting at $90 per hour
Canopy
Financial Consulting
See beyond the trees from the canopy, where the bigger picture comes into focus.
Good bookkeeping tells you where you've been; thoughtful financial planning helps you decide where you're going. Through custom reporting and strategic guidance, you'll gain a tree-top view of your organization's finances while staying grounded in the details that matter most. As you plan for what's ahead, whether that's a new program, presenting to your board, a season of growth, or steadier footing, you'll have a clear sense of direction.
What you can expect:
Budget development
Financial forecasting
Cash flow projections
Custom financial reporting
Grant budgeting and reporting
Audit preparation support
Nonprofit board reporting
KPI tracking and dashboards
Quarterly strategic planning
Financial scenario analysis
Package Pricing: Hourly or monthly packages, starting at $150 per hour and $435 per month
