Clean books, filings on time, and a CPA in the room.
Every engagement is built from the same short list. You choose the outcomes you need, each one carries a fixed annual price, and a CPA does the work.
Clean books.
Your books live in Digits and stay current, because the person who actually knows what a transaction was confirms it the same week it happens. Nothing gets reconstructed in March.
See the three sizes and what they cost →- Your books kept current in Digits
- Your accounting software, paid for by us
- Program tracking on every transaction
- Every account reconciled monthly
- Monthly financial reporting for your board
- Weekly voice confirmations
Each one is a finished thing, not a retainer.
Added to the same agreement and the same monthly payment. You can add one later without starting over.
Form 990 prepared and filed
990-N, 990-EZ, or the full return with its schedules. Prepared, reviewed with you and filed on time — and we answer the IRS notices that follow it.
Payroll run and reconciled
Contractor payroll through Gusto, reconciled to the books every period, with employee payroll support included.
Quarterly board presentation
We present at each quarterly board meeting and leave the board a written report to keep. You are not the one explaining the variance.
Audit & review assistance
The schedules, reconciliations and workpapers your independent accountant asks for, so fieldwork does not land on your staff.
Monthly or weekly consulting
A standing session with a CPA who already knows your numbers. Monthly for most organizations, weekly through a build, a merger or a hard year.
Phone support
Reach us between sessions, without wondering what the call will cost. Added alongside monthly or weekly consulting.
A close you can count on.
Every growing company needs the same starting point: books that close on time every month, so the numbers you run the business on are the real ones.
See what it costs →- Bank and credit card accounts reconciled
- General ledger maintained
- Financial statements every month
Finance that keeps up with the company.
Added to the same agreement and the same monthly payment, alongside the month-end close.
AP, AR & payroll
Vendor bills processed and paid, clients invoiced, basic collections managed, and bi-weekly payroll run for employees and contractors.
Cash & runway tracking
A 13-week cash flow model kept current, and your monthly burn rate tracked, so a cash shortfall shows up weeks before it arrives.
ASC 606 revenue recognition & GAAP accruals
Deferred revenue schedules managed, and a GAAP-compliant closing package every month, delivered by day 8 to 10.
Operations & compliance architecture
Accounting and expense policies written for how you actually work, and enforced month to month.
Three-statement modeling & scenario planning
A fully integrated P&L, balance sheet and cash flow model, maintained, with the scenarios you need to make a decision.
Board decks, investor reporting & metrics
Quarterly board slide packages, monthly investor updates drafted, and the metrics behind them built.
Audit readiness & tax liaison
PBC schedules prepared for your annual audit or review, and the year-end handoff to your tax CPA managed. Your independent accountant still performs the audit.
Fundraising, diligence & system builds
A raise, a data room, a move to a new stack. Scoped and quoted on its own, at a fixed price.
Work with an end date.
Quoted on its own, at a fixed price like everything else. Alone, or before an ongoing engagement starts.
Books clean-up & conversion to Digits
Most commonBring months or years of behind or messy books up to date, then move to Digits so they stay current. Every correction is reviewed by a CPA, and you get a record of what changed and why. For most organizations this is step one, and the ongoing engagement starts the month it finishes.
Talk to us about a clean-up →Compliance & systems implementation
A new funder’s requirements, a grant compliance build, or a move off spreadsheets.
Forecasting & budgeting
Plan ahead with budgeting and dynamic forecasting.
Investor & funding presentations
Build the numbers and visuals you need to raise funding and get buy-in.
Financial health check
A review that checks your financial health, flags risks and fixes what’s inefficient.
Financial education
Drive better decisions by training your team to understand financial data.
You will know the price before we start.
A free 15-minute consultation
Tell us where things stand and what you need. We’ll be honest about whether we’re the right fit, and you will leave knowing what an engagement costs.
A proposal you choose from
You see the outcomes that fit your organization, each with its own price. Pick the ones you want, and the total is settled before any work begins.
One agreement, twelve payments
Sign it and set up payment in the same step. Your monthly amount is the annual total divided by twelve, and it does not change without your signature.
Start with a free 15-minute consultation.
Talk through what you need with a CPA and find out which outcomes fit.
Book a free consultation