Rates & Services

Clear work. Honest scope.

Built for 501(c)(3) and 501(c)(4) organizations. Fees should fit the size of the mission — especially if annual revenue is under $50,000. Starting points are below and scale with volume, funds, and how current the books are.

An organization under $50,000 a year should not be paying a corporate-firm invoice. The Community tier and Form 990-N exist for that reason. Larger forms and retainers are only for organizations that actually need them.

Ongoing

Monthly bookkeeping

Reconcile accounts, categorize activity, and close the month so the board can trust the numbers.

Community

From $125 / month

For organizations around or under $50,000 a year. Light volume. One bank account. Books that should not cost more than the mission can bear.

Monthly or quarterly close — whichever fits
Bank reconciliation
A simple year-to-date snapshot

Steady

From $250 / month

A few accounts, modest activity, still one main program or fund.

Monthly close
Bank and credit-card reconciliation
Simple profit-and-loss and balance sheet

Growing

From $400 / month

Payroll, grants, or more than one program. Quoted as the work expands.

Grant and fund tracking
Board package each month
Custom retainers when the structure is larger

Filings & reports

Annual returns and statements

Prepared from clean books. If the year is not closed, cleanup is scoped first.

Form 990-N

From $75

The e-postcard most organizations under $50,000 file. This is the usual annual return at that size — not a full 990.

Form 990-EZ

From $350

Shorter return when gross receipts and assets fall in the EZ range.

Form 990

From $750

Full return for organizations that have outgrown the postcard and EZ. Schedules only when they apply.

Financial statements

From $150

A board-ready profit-and-loss and balance sheet. Lower if the monthly books are already in place.

Projects

Cleanup and conversions

Quoted after a look at the file. No surprise hours.

System clean-up

Quoted

Catch-up bookkeeping, chart-of-accounts repair, and a year (or three) of "we'll deal with it later."

Conversion to a new system