| Service |
Silver |
Gold |
Premium |
| Nonprofit-specific accounting services |
✓ |
✓ |
✓ |
| Accounts Payable & Accounts Receivable processing |
Limited |
Extensive |
Extensive |
| General Ledger entries by program allocation |
✓ |
✓ |
✓ |
| Bank & credit card reconciliations |
✓ |
✓ |
✓ |
| Balance sheet reconciliations |
✓ |
✓ |
✓ |
| Monthly nonprofit financial statements |
✓ |
✓ |
✓ |
| Assistance with Year-End 1099 Annual Filings |
✓ |
✓ |
✓ |
| Assistance with Form 990 or 990-EZ filing |
✓ |
✓ |
✓ |
| Quarterly board-ready reporting package |
✓ |
✓ |
✓ |
| Email support (48-hour response time) |
✓ |
✓ |
✓ |
| Ad hoc services available |
✓ |
✓ |
✓ |
| Payroll processing (via PEO) with time sheet allocations |
– |
✓ |
✓ |
| Retirement processing + filing 5500 assistance |
– |
✓ |
✓ |
| Grant tracking & restricted vs. unrestricted fund reporting |
– |
✓ |
✓ |
| Budget vs. Actual Reports (monthly) |
– |
✓ |
✓ |
| Assistance with Annual Audit Preparation |
– |
✓ |
✓ |
| Monthly financial review meetings with leadership/board |
– |
✓ |
✓ |
| Dedicated Virtual CFO |
– |
– |
✓ |
| Monthly strategy meetings with leadership/finance committee |
– |
– |
✓ |
| Cash flow forecasting & multi-year projections |
– |
– |
✓ |
| Grant reporting |
– |
– |
✓ |
| Audit preparation & liaison with auditors |
– |
– |
✓ |
| Custom board presentation packages |
– |
– |
✓ |
| Compliance guidance (UBIT & state-specific filings) |
– |
– |
✓ |
| Unlimited support (calls, email, video) |
– |
– |
✓ |
