Reliable bookkeeping and financial reporting to keep your organization organized and accurate.
Enhanced financial visibility with budgeting, reporting, and regular financial review.
Full financial oversight and advisory support for organizations that need experienced financial leadership.
Specialized support for organizations navigating financial interactions with municipal, state, and public-sector entities. Drawing on extensive experience in municipal finance and public administration, this service provides practical guidance and insight to help organizations effectively engage with government processes and financial requirements.
These services are available as needed and are not included in monthly support packages
We work with small businesses, nonprofit organizations, and government organizations that value clarity, accountability, and responsible stewardship of financial resources.
Stewardship Financial Support provides bookkeeping, financial reporting, financial oversight, and advisory support. Services range from maintaining clean financial records to supporting leadership with budgeting, reporting, and financial clarity.
No. Stewardship Financial Support provides bookkeeping and financial management support only and does not provide licensed accounting, tax, or legal services.
We are happy to coordinate with your CPA or tax professional as needed.
We primarily work with QuickBooks Online and can assist with setup, cleanup, and ongoing management. Subscription to this service is required with any of our plans.
Services are typically offered on a monthly retainer based on the level of support your organization needs. We also offer project-based and hourly services for specific needs such as cleanup work or financial coaching.
Monthly services may include bookkeeping, account reconciliations, financial reporting, and varying levels of financial oversight depending on your selected support package (Foundation, Growth, or Stewardship).
Communication frequency depends on your service level. Some clients receive monthly updates, while others have scheduled financial review meetings or ongoing advisory support.
Yes. We offer cleanup services to organize, correct, and reconcile historical financial records. This is often the first step before transitioning into ongoing monthly support.
Absolutely. We regularly collaborate with CPAs, auditors, and other financial professionals to ensure your financial information is accurate, organized, and ready for review.
The process begins with a brief conversation to understand your organization’s needs. From there, we’ll recommend a service level and outline next steps for onboarding.
Yes. In addition to ongoing support, we offer project-based services such as bookkeeping cleanup, personal financial coaching, or government financial advisory.
Our approach is grounded in principles of stewardship, integrity, and accountability. We aim to provide more than just accurate records. We provide clarity and confidence so leaders can make informed decisions and focus on their mission.
