Our Services

A modern finance department—right-sized for mission-driven organizations

Running a nonprofit or purpose-led business is complex. Your finance function shouldn’t add friction—it should create clarity, control, and confidence.

Accelerate-U augments or fully runs
your finance function—

From clean books, to board-ready reporting, to CFO-level planning and decision support—using modern tools and a coordinated team model.

Start where you are. Scale when you’re ready.

Introductory Offer

Start with a free 30-minute finance health check to assess your current setup and identify the right level of support.

Book a Finance Health Check

Talk to Us About the Right Tier

Choose Your Needed Level of Support

From essential back office to full finance department—start where you are, and scale from there.

Align

Trusted books and a predictable month-end rhythm

Bookkeeper-led back office providing a solid foundation for clarity, compliance, and calm.

For organizations that want their books current, accurate, and dependable—without chasing receipts, patching spreadsheets, or wondering what’s true.

We will work with you to identify what your needs are, such as:

Day-to-day bookkeeping and general ledger management
Bank and balance sheet reconciliations
AP/AR support (workflows + processing support)

Payroll coordination (with your provider)
A consistent month-end close routine and clear handoffs
Early issue detection (coding gaps, missing documentation, unreconciled items)

Why it matters

You trust your numbers—and stop managing by bank balance
Your close becomes routine (not a monthly scramble)
Year-end is cleaner, faster, and less costly

Align gives you peace of mind — and the confidence that your numbers are finally correct.

Strengthen

Controls, compliance, and reporting that your board and funders can rely on

Controller-led finance for more than bookkeeping — providing visibility and discipline.

Strengthen adds controller-level leadership so your books aren’t just accurate, they’re organized, governed, and strategically sound. For organizations juggling programs, grants, funder requirements, and growing complexity—who need reporting that stands up to scrutiny and actually helps leaders lead.

We will work with you to identify your needs, such as:

Structured close with reviews, checklists, and accountability
Program/grant/funder reporting aligned to how you operate
Plain-language variance analysis (what changed, why, and what to do)

Audit-ready documentation and working papers
Policies and internal controls that reduce risk and improve consistency
Reporting packages designed for boards and funders (not spreadsheet dumps)

Outcomes:

Board and funders see a financially disciplined organization
Leadership gets decision-ready reporting—on time
Less risk, fewer surprises, stronger governance

Strengthen turns your finance function from reactive to reliable — and positions you for confident growth.

Accelerate

Strategic finance leadership for confident growth decisions

CFO-led finance leadership (plus controller/ops as needed)

For organizations making bigger decisions—expanding programs, navigating uncertain funding, hiring key roles, or building long-term sustainability.

You'll get:

Budgeting, rolling forecasts, and multi-year financial planning
Cash runway visibility and liquidity planning
Scenario analysis (staffing, funding shifts, program growth, cost changes)

Finance committee + board support (materials, insights, decision framing)
Funding readiness: proposals, due diligence, negotiations support
Ongoing finance systems roadmap and improvement plan

Outcomes:

You plan proactively instead of reacting to last month
Your board gets clarity—not just statements
You make growth decisions with confidence and financial guardrails

Accelerate gives you confidence, foresight, and financial leadership at a fraction of the cost of hiring internally.

Projects and Specialized Support

Standalone or layered onto any tier.

These are high-impact projects that modernize your back office, improve governance, or support major decisions.

Finance systems & automation

Systems roadmap (what to keep, what to fix, what to replace)
Migration/implementation support (e.g., QBO, Intacct, Keela, AP/expense tools)
Workflow design: approvals, expense capture, donor/grant coding, reporting structure
Cleanup and reimplementation when systems have outgrown your current setup

Outcome: Less manual work. Cleaner data. Reporting you can rely on.

Financial modelling & decision support

Models for new programs, expansion, restructures, or new revenue lines
Funding proposal models (clear assumptions + scenario ranges)
Staffing and cost-to-serve analysis
Unit economics/program margin views for purpose-led businesses

Outcome: Decisions backed by numbers that are understandable and defensible.

Audit readiness & compliance packages

Audit prep planning, schedules, and working papers
Documentation clean-up and control improvements
Year-end coordination with your external CPA/auditor
“Audit-ready close” routines to reduce pain next year

Outcome: Smoother audits, fewer last-minute requests, lower disruption.

Board & leadership finance workshops

“Finance for non-finance leaders” sessions
Board/treasurer reporting workshops (what matters, how to read it, what to ask)
Budget + forecast training and shared accountability
Governance and controls education tailored to your reality

Outcome: A leadership team that understands the numbers- and uses them.

Not sure which tier fits?

Here’s a quick guide:

Align

Align if: books are behind, close is inconsistent, reporting isn’t reliable yet

Strengthen

Strengthen if: you need program/grant reporting, stronger controls, board-ready packages

Accelerate

Accelerate if: you’re making strategic decisions and need forecasting + CFO-level support

Typical Starting Points – Accelerate-U

Typical Starting Points

Not sure which tier fits? Here are common situations and the support level that tends to match best.

Your Situation	Common Signs	Best-Fit Tier
Getting the basics reliable	Books behind, inconsistent coding, unclear month-end numbers	Align
Growing complexity (programs / grants / funder reporting)	Reporting takes too long, grant tracking is messy, leadership doesn't trust monthly reports	Strengthen
Governance-heavy organization	Audit pain, board needs better insight, control/risk gaps	Strengthen Accelerate if planning is urgent
Big decisions ahead	"Can we hire/expand?", runway uncertainty, scenario planning needed	Accelerate
Finance gap or turnover	Key role vacant, deadlines at risk, institutional knowledge lost	Align → then Strengthen fast path

Book a Fit Call

How We Work With You:
Predictable, Flexible, Transparent

A finance function works best when it’s consistent, integrated, and accountable—not a patchwork of vendors.

Our delivery model:

Clear ownership and senior oversight
A steady monthly cadence and transparent workflows
Modern, cloud-based systems to reduce chaos and manual work
The right blend of local leadership and scalable execution

Typical starting point: A Finance Health Check to assess what’s working, what’s risky, and the simplest tier that gets you back in control.

Our Engagement Model

Predictable monthly support—without one-size-fits-all packages

We don’t believe in one-size-fits-all packages or hidden fees. Nonprofits and purpose-led businesses vary widely in transaction volume, funding complexity, and reporting expectations. That’s why we price to be clear, predictable, and scalable—tailored to your needs.

How it works

1. Fixed monthly retainer (core finance operations)
Covers the recurring work required to run your finance function on a consistent weekly/monthly rhythm—aligned to your tier
(Align / Strengthen / Accelerate).

2. Monthly support buffer (quick asks)
Includes a small amount of flexible support for “in-the-flow” items, such as: quick questions and guidance, minor report tweaks, light troubleshooting, short check-in calls

3. Project-scoped work (bigger lifts)
Non-recurring or unusually time-intensive work is scoped separately and approved in advance - no surprises.

You’ll receive a written scope, cadence, and responsibilities before we begin—plus what’s included vs. out-of-scope.

Tools We Work With

Solution-agnostic by design—because the right tool depends on your organization

We’re not tied to a single platform. We recommend and implement the tools that best fit your funding model, reporting needs, team capacity, and budget—and we’ll work within your existing stack when that’s the smartest path.

Our team brings hands-on experience across a wide range of systems (including Xero, QuickBooks, Sage, Zoho, and payroll tools like Payworks and ADP) and can support everything from staying with your current setup to improving workflows, integrations, and reporting.

Not seeing your tools listed?
No problem—most organizations have a unique mix. If it’s cloud-based and finance-adjacent, we can usually support it or recommend the right approach.