Pricing
Fixed-fee packages, no hourly billing
Four tiers, scoped by organization profile. Starting prices published below; final pricing is confirmed on the discovery call based on your fund structure, transaction volume, and reporting needs.
Grassroots
Starting from $500/quarter
Charities and non-profits under $250K annual revenue, including very small and volunteer-run organizations.
- Quarterly bookkeeping and transaction recording
- Bank, credit card, and donation platform reconciliation
- Donation receipting reconciliation against your CRM
- Quarter-end financial statements prepared for treasurer review
- Annual T3010 preparation and filing for registered charities
- Year-end file organized for the external accountant or a scoped compilation engagement
- Email response target of 2 business days, subject to scope and availability
Essentials
Starting from $500/month
Charities and non-profits from $250K to $500K annual revenue.
- Monthly bookkeeping and transaction coding
- Bank, credit card, and donation platform reconciliation
- Donation receipting reconciliation against your CRM
- Month-end financial statements prepared for treasurer review
- Annual T3010 preparation and filing for registered charities
- Year-end file organized for the external accountant or a scoped compilation engagement
- Email response target of 2 business days, subject to scope and availability
Established
Starting from $1,000/month
Charities and non-profits from $500K to $2M, often multi-fund and board-governed.
- Everything in Essentials
- Fund accounting setup with restricted, unrestricted, and program-level segmentation
- Monthly board pack: fund balances, budget vs actual by program, restricted fund movement, cash runway
- Treasurer Q&A and finance committee preparation
- Audit or review engagement preparation
- Quarterly financial review call
- Funder report templates and reconciliation
Stewardship
Starting from $2,000/month
Charities and non-profits over $2M, multi-entity, or with complex funder reporting.
- Everything in Established
- Sage Intacct or multi-entity QBO architecture
- Multi-currency and multi-entity consolidation
- Fractional CFO hours (monthly retainer)
- Custom funder reporting beyond standard templates
- Reserve policy design and monitoring
Annual T3010 preparation and filing applies to registered-charity clients. For non-charity NPOs, any return preparation or filing is confirmed separately in the engagement. Catch-up work and payroll administration are separately scoped. Starting prices reflect a typical organization in each tier. Final pricing depends on transaction volume, fund count, donor CRM integration, and reporting depth. We'll confirm the number on a 30-minute discovery call.
Add-ons
Additional work is scoped and priced on the discovery call. Where an item is already included in your tier, the agreed package scope applies.
What's not in our packages, and why
We work only with charities and non-profits, and we respect independence. Some things you might expect from a generalist firm are deliberately out of scope.
Audit and review engagements
We do not perform assurance work for our own clients. Independence matters; that work is done by separate licensed public accounting firms. We prepare your file so the engagement is efficient.
Personal income tax returns
Our scope is the organization, not the individuals running it. We refer personal tax to firms that specialize in it.
For-profit clients
No SMBs, no contractors, no clinics. Our entire workflow is built for charities and not-for-profits; taking other clients would dilute that.
Ready to get a quote?
Tell us about your organization (fund structure, transaction volume, reporting needs), and we'll come back with a tier and a number on the same call.
Get in Touch
Have a question? We aim to reply within two business days.