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 Every plan helps you lead with clarity and confidence, while we handle the details.

Choose the Right Tier

Choose the level of support that frees you to focus on what matters most: your mission.

Trusted
Advisor

Oversight without overhead

Starting at $500

For smaller teams or leaders juggling multiple roles who just need confidence in their numbers and systems.

What You Get:

  • Monthly report review + reconciliation check (know your books are clean and board-ready)

  • Monthly financial highlights + alerts (plain-English insights, not just spreadsheets)

  • Quarterly health check (spot red flags before they turn into problems)

  • Email support for coding and classification questions (answers when you need them, without extra payroll)

This tier gives you peace of mind without the overhead of a new hire—so you can focus on your mission.

Fractional Executive

Clarity
that scales

Starting at $900

For growing nonprofits adding staff or programs where complexity is building and leadership needs clarity.

You get everything in Trusted Advisor, plus:

  • Payroll system setup + oversight (smooth, compliant payroll as you grow)

  • Narrative board reporting (turn board meetings into strategy, not spreadsheets)

  • Strategic input on your GL, tagging, and chart of accounts (reporting that actually tells your story)

  • Quarterly strategic planning calls (keep your leadership team aligned and proactive)

You’ll scale confidently without hiring a full-time CFO or losing control of your numbers.

Strategic
Partner

Confident
Strategy

Starting at $1,400

For established nonprofits where grants, audits, and demanding boards require more than you have to give.

You get everything in Fractional Executive, plus:

  • Grant and audit support (no scrambling, no surprises)

  • Custom dashboards and board materials (impress donors and decision-makers)

  • Optional board meeting participation (a trusted voice at the table when the stakes are high)

  • Monthly strategy call (stay ahead of challenges instead of reacting to them)

With this level, you’ll have a high-touch partner to corral the complexity so you can focus on vision, fundraising, and growth.

Every organization is different. Complexity drives our workload, so pricing starts with a minimum monthly rate* for each tier:

Pricing explained simply

Each plan has a starting rate ($500, $900, or $1,400/month).

Your exact rate depends on your non-program support staff (FTEs)—those in finance, HR, admin, or development.

Here’s the formula we use (so there are no surprises):

  • Trusted Advisor: $125 base + $125 per FTE
    (minimum $500/month)

  • Fractional Executive: $225 base + $225 per FTE
    (minimum $900/month)

  • Strategic Partner: $350 base + $350 per FTE
    (minimum $1,400/month)

Each subscription also includes a one-time setup fee equal to your first month’s payment.

Ready to lead with confidence?

Just fill out the intake form below or schedule a conversation. We'll guide you to the right fit.

Reduced Minimum
Pricing

If your nonprofit is new or lean—small budget or fewer than 3 FTEs—we’re happy to evaluate a reduced minimum so cost isn’t a barrier. Just ask on the intake form.

Fill out the form below and we’ll follow up to confirm your tier, finalize pricing, and share next steps.