top of page

Choose your pricing plan

  • Cub

    150$
    Every month
    +$135 Setup Fee
    For small or newly established nonprofits with minimal transactions.
     
    • Monthly bookkeeping
    • Bookkeeping up to 50 transactions per month
    • Bank & credit card reconciliation up to 2 accounts
    • Receive Monthly Newsletter

  • Papa Bear

    500$
    Every month
    +$135 Setup Fee
    Designed for medium-sized nonprofits with a moderate volume of transactions.
     
    • Access to Member Forum
    • $500 Monthly
    • Bank & credit card reconciliation (up to 6 accounts)
    • Recording of up to 150 transactions per month
    • Budget tracking and reporting
    • Expense categorization for Form 990
    • Receive Monthly Newsletters

  • Mama Bear

    300$
    Every month
    +$135 Setup Fee
    For growing nonprofits that need more hands-on bookkeeping support.
     
    • $300 Monthly
    • Bank & credit card reconciliations (up to 4 accounts)
    • Recording of up to 100 transactions per month
    • Donation tracking and monthly reporting
    • Expense categorization for Form 990
    • Free Consultations Monthly
    • Monthly Newsletters

  • Grandpa Bear

    750$
    Every month
    +$135 Setup Fee
    For established nonprofits needing comprehensive bookkeeping without the extras.
     
    • $750 Monthly
    • Free Consultations Monthly
    • Unlimited Bookkeeping Questions
    • Bank & credit card reconciliations up to 8 accounts
    • Recording of up to 200 transactions per month
    • Donation tracking and reporting
    • Budget tracking and monitoring
    • Year-End Form 990 preparation assistance
    • Expense categorization for Form 990
    • Monthly Newsletters

  • Black Bear

    1,000$
    Every month
    +$135 Setup Fee
    For large nonprofits managing a significant volume of transactions and donations.
     
    • $1000 Monthly
    • Bank & credit card reconciliations (up to 10 accounts)
    • Recording of up to 250 transactions per month
    • Donation tracking and reporting
    • Budget tracking and monitoring
    • Year-End Form 990 preparation assistance
    • Ongoing support with donation tracking systems
    • Expense categorization for Form 990
    • Monthly Newsletter

  • Polar Bear

    1,250$
    Every month
    +$135 Setup Fee
    Designed for nonprofits with complex financial needs requiring detailed oversight.
     
    • Bank & credit card reconciliations (up to 12 accounts)
    • Recording of up to 300 transactions per month
    • Advanced donation tracking and reporting
    • Budget tracking and monitoring
    • Year-End Form 990 preparation assistance
    • Ongoing support with donation tracking systems
    • Expense categorization for Form 990
    • Quarterly review and reporting

  • Exclusive Bear: Platinum

    3,000$
     
    +$135 Setup Fee
    Comprehensive cleanup for established nonprofits needing advanced bookkeeping support.
    Valid for one month
    • One-Time Fee: $3,000
    • Full review and cleanup of records for accuracy
    • Reconciliation of all accounts
    • Correcting and organizing past financial data
    • Setup of improved bookkeeping systems for future use​
    • Year-end Form 990 preparation and filing
    • Organization of financial data for smooth year-end reporting

  • Exclusive Bear: Gold

    1,500$
     
    +$135 Setup Fee
    Annual cleanup and Review for nonprofits needing periodic maintenance.
    Valid for one month
    • One-Time fee: $1,500
    • Review and cleanup of records at year-end
    • Reconciliation of all accounts
    • Year-end Form 990 preparation assistance
    • Organization of financial data for smooth year-end reporting

  • Exclusive Bear: Silver

    1,000$
    Every 6 months
    +$135 Setup Fee
    Semi-Annual Cleanup for nonprofits requiring less frequent maintenance.
     
    • One-Time Fee: $1000
    • Comprehensive review and cleanup of records every six months
    • Reconciliation of all accounts
    • Recommendations for improving bookkeeping practices

  • Exclusive Bear: Bronze

    750$
    Every 3 months
    +$150 Setup Fee
    Quarterly cleanup for nonprofits wanting consistent oversight throughout the year.
     
    • One-Time Fee: $750 per quarter
    • Detailed review and cleanup of records every three months
    • Reconciliation of all accounts
    • Ongoing support and advice on bookkeeping improvements

  • Advanced Mentorship

    1,199$
    Every year
    Perfect for new tax preparers up to 2 years of experience
     
    • Experienced Mentor
    • Unlimited All Year Consulting live for tax return
    • Client Interaction
    • Business Development Tips

  • Basic Mentorship

    799$
    Every year
    Perfect for new tax preparers with No Experience
     
    • Experienced Mentor
    • Limited January-April consulting for live returns
    • Client Interaction
    • Business Development Tips
bottom of page