Clear, board meeting and audit-ready financials in days, not weeks.
Monthly financial reporting, forecasting, and budgeting for nonprofits, charter schools, and growing businesses — delivered faster and more affordably than hiring in-house.
Finance-professional oversight on every engagement — modern tooling, traditional rigor.
How it works
Three steps to reporting you trust
A simple engagement model designed to fit around the systems and bookkeeping you already have.
Share your numbers
Send us your accounting exports or connect your existing bookkeeping. No system migration required.
We model, forecast & analyze
Our AI-assisted models build your statements, projections, and variance analysis — then a finance professional reviews them.
You receive clear reports fast
Board-ready statements with written commentary you can send to lenders, investors, or your leadership team.
Services
Everything a finance function should deliver
Six core services that cover the monthly close, the forward view, and the story behind the numbers.
Financial Reporting
Monthly P&L, cash flow, and full financial statements — clean and on time.
Learn moreHigher-Education Financial Reporting
FASB & GASB statements, board dashboards, and budgets — straight from your trial balance.
Learn moreFinancial Forecasting
12-month projections with base, best, and worst-case scenario modeling.
Learn moreBudgeting & Planning
Annual budgets, budget vs. actuals, and variance analysis that explains itself.
Learn moreCash Flow & Runway Analysis
Know exactly how much runway you have and what extends it.
Learn moreAI-Powered Report Writing
Management summaries and board or investor updates, drafted in minutes.
Learn moreNon-Profit Financial Reporting
Surplus/deficit reporting plus program vs. administrative breakdowns.
Learn moreWho we serve
Built for organizations that outgrew spreadsheets
Nonprofits
Board-ready monthly reporting, fund and grant tracking, and budget-vs-actuals that keep your board and funders confident.
Charter Schools
Enrollment-driven budgeting, position/salary planning, and board financial packages built for how schools actually run.
Small & Growing Businesses
Clean statements, forecasts, and cash-flow visibility for owners who've outgrown spreadsheets but don't need a full-time CFO.