Entity formation and financial set-up services starting at $1,000, plus any tailored add-ons. Base package includes:

> Entity setup (Articles, Bylaws/Operating Agreement)

> Federal EIN application filing

> Bank account setup

Add-on ($1,000): Form 1023 for clients filing for 501(c)(3) status

Add-on ($250): QuickBooks Online accounting books and custom chart of accounts setup

Add-on ($250): Expense management (Ramp of Brex) software setup for large-volume clients

Add-on ($500): 12-month cash forecast based on chart of accounts

Stay organized, accurate, and in the loop from the start. Monthly or quarterly bookkeeping services starting at base rate of $500 per month or quarter, with increasing rates based on transaction volume.

> Weekly account reconciliations

> Expense categorization & monthly accounting close

> Monthly financial statements (P&L, Balance Sheet, Cash Flow)

> Expense oversight via Ramp / Mercury

> Slack/email support for weekly financial ops

Move from reporting to real-time financial intelligence.

> Monthly or quarterly finance reports & analysis

> Custom financial dashboard (KPIs, budget variance, trendlines)

> 12 month rolling forecast

> Scenario modeling & capital planning

> Monthly strategic finance review sessions

Discounted if bundled with monthly bookkeeping services.

A financial partner embedded in your leadership team.

> Dedicated CFO or CoS alignment

> Internal meeting attendance & stakeholder support

> Budget oversight & enforcement

> Strategic initiative leadership

> Quarterly strategic planning session

> Ad hoc consulting & special projects

Hourly rates or monthly retainers available.