What's coming
One firm for the back office. We start with nonprofit returns and books, then add each service as it is ready.
Taxes
- Nonprofit annual returns (Form 990)
- Quarterly estimates
- Business and personal returns
Books
- Monthly close and reconciliation
- Board-ready financial statements
- Year-end cleanup
Audit readiness
- Audit preparation and schedules
- Single Audit readiness
- Grant and funder reporting
Securities
- Private offering paperwork
- Exempt-offering filings
- Ongoing investor compliance
Documents
- Formation and governance templates
- Board policies
- The paperwork you'd otherwise buy a manual for
Fundraising research
- Donor and prospect research
- Grant research and applications
- Campaign planning data
Every service, the same terms
- Flat prices, published
- You see the price before you start. No hourly billing.
- A professional checks
- Software prepares the work. A qualified professional reviews it, and an enrolled agent or CPA signs every tax return.
- Your data, walled off
- Each client's records are encrypted with their own key and kept separate from everyone else's.
- Workers paid in
- On every job, we contribute toward worker retirement what Social Security payroll tax would have paid on the hours the software saves.
Join the waitlist
Get early access when we open, starting with nonprofits.
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