FAQs

Every organization is different, but most engagements fall in the range of 5–20 hours per month. Some projects may require a short-term intensive, while ongoing advisory relationships often only need a few hours each month to make a big impact.

This is case by case. In some situations, we may step in temporarily to cover bookkeeping needs, but ideally, we complement your bookkeeper’s work rather than replace it. Bookkeepers handle the day-to-day transactions, while we focus on higher-level financial strategy, reporting, compliance, and governance. Together, this creates a complete picture of your organization’s financial health.

Yes. While our primary focus is on charities and non-profits, we do occasionally support small businesses, social enterprises, and mission-driven organizations. If your work has a purpose-driven element, we’re happy to discuss how we can help.

We aim for flexibility. For most organizations, we recommend starting with at least 5 hours per month for 3 months. This allows time to build momentum, implement improvements, and see meaningful results without locking you into a long-term contract.

• Hourly support is flexible and can be tailored to ongoing needs, whether that’s preparing monthly financial reports, helping with board presentations, or providing compliance oversight.

• Project packages are one-time deliverables (e.g., a compliance health check, board training, or annual budget build-out). They have a flat fee and a clear scope.

Yes. We often prepare board-ready financial reports, deliver finance orientations for new members, and provide governance insights. Many boards appreciate having an independent CPA advisor who can explain financials clearly and answer questions with confidence.

Absolutely. We can review your systems, financials, and compliance documentation ahead of time to ensure you’re ready. Our goal is to help you approach audits and regulatory reviews with clarity and confidence.

That’s great! We’re not here to replace your accountant—we’re here to bridge the gap between bookkeeping and audit. We can prepare your financials in a way that makes your accountant or auditor’s work smoother and ensures your board and leadership understand the numbers along the way.