OUR SERVICES

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Shape Your Financial Future with Confidence

Explore our comprehensive service packages designed to keep your organization financially strong, compliant, and ready to secure the funding you need to make a lasting impact.

WHAT'S INCLUDED?

Categorize all transactions

Bank and Credit Card Account Reconciliations

Board Reporting Package

Document Management

Virtual Monthly Meetings

Bookkeeper Package

Our Bookkeeper package is ideal for nonprofits seeking reliable, day-to-day financial management.

This Package is for you if your organization…

Starts at $1,000/mo

Needs assistance in managing day to day accounting

Needs timely reporting

Is in the beginning stages and needs a solid foundation

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WHAT'S INCLUDED?
Bookkeeper Package plus

Grant Management and Reporting

Audit Prep and Support (Audit Liaison)

Cashflow Management

Accounts Payable & Receivable Support

Prepare and File 1099s & 990

Controller Package

Our Controller package provides an elevated level of financial oversight and support, perfect for organizations needing comprehensive financial management.

This Package is for you if your organization…

Starts at $2,500/mo

Needs a professional to oversee all of your financial operations

Needs help with managing your annual audit(s)

Needs an experienced professional to manage and track grants

Book A Consultation

WHAT'S INCLUDED?
Controller Package plus

Budgeting and Forecasting

Nonprofit Key Performance Indicators (KPIs)

Review of Financial Policies and Procedures

Board Presentation and Attendance

Fractional CFO Package

Our CFO package is designed for organizations needing more fiscal oversight and guidance. As your strategic thought partner, we will ensure your financial operations are optimized for success.

This Package is for you if your organization…

Starts at $4000/mo

Is growing in complexity and you need strategic oversight.

Seeks to enhance internal controls and streamline financial operations.

Needs a thought partner who can align with your vision and help plan financial scenarios for informed decision-making.

Book A Consultation

Are You Ready To...

Keep your organization compliant and protect your nonprofit status.

Ensure your finances are managed efficiently and boost your organization’s impact?

Secure financial stability and confidently manage funding for your programs?

How We Work Together

Ready? Let's Go!

Step 1: Initial Consultation

We start with a comprehensive consultation to understand your specific needs, ensuring our services are perfectly aligned with your mission.

Step 2: Choose Your Plan

Select from our tailored service plans, designed to provide comprehensive financial support.

Step 3: Seamless Onboarding

We take a hands-on approach that makes initial integration simple and provides ongoing support that allows for a stress- free transition

Not Seeing Exactly What You Need?

Our packages offer the flexibility you need! During your initial consultation we can deep dive to find a solution that is perfect for your organization.

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Ready to Get Started?

Don't let financial management distract you from your mission. Partner with SmartFlow Financial Services and ensure your organization’s financial health is in expert hands. Contact us today for a free consultation and discover how we can help your organization thrive.

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