01
What it is
Practical help with a not-for-profit’s reporting: the books, the board report, acquittals and the annual report.
Reporting & financial support · From $495
Reporting and financial support for treasurers who inherited chaos.
Clean-up, grant acquittals, or a monthly board report that makes sense. Numbers your board can discuss in ten minutes.
02
Who it’s for
Volunteer treasurers, groups with grant acquittals due, and boards who never get a report they can read.
03
What we do
Tidy the books as far as they need it, set up reporting the next treasurer can follow, and help with acquittals.
04
What you get
Numbers the board can discuss in ten minutes, acquittals that match what the funder asked for, and a file the next volunteer can pick up.
How it works
01 · Free discovery call
Thirty minutes by Zoom or phone. Your situation, what’s stuck, and whether we’re the right fit. No pressure. No pitch.
02 · Check-Up, if useful
Optional. A $295 look at your files, then a Priority Plan. Redeemable against the work if you go ahead.
03 · A written quote
Fees are starting points. The quote matches your size, documents and budget, and it comes before any work starts.
04 · The work
Plain-English deliverables you can actually use. No 70-page documents you’ll never open again.
What’s in the work
- Clean-up of the books, as far as they need it
- A reporting setup the next treasurer can follow
- Grant acquittal support
- A simple monthly board report that makes sense
- Annual report writing, where that’s the job
What you walk away with
- Numbers the board can discuss in ten minutes
- Acquittals that match what the funder asked for
- A file the next volunteer can pick up
What sets the price
A board-report template and a tidy monthly pack sits near the floor. A full clean-up, acquittals and an annual report is quoted after we’ve seen the files.
From our notes
Further reading
A Treasurer handover checklist that doesn’t lose the year
Grants vs strategy — don’t chase money off-mission
There’s a special kind of board meeting where someone says: “There’s a $40,000 grant open. We should apply.”
What “compliance” means for a tiny association
“Compliance” is a word that makes volunteer Secretaries age in dog years.
Common questions
Can you help with a treasurer handover?
Yes. A reporting setup the next treasurer can follow, and a file the next volunteer can pick up, are part of this work. Our note on treasurer handovers has a checklist to start with.
Is this financial advice?
No. It is practical reporting support and general information, not financial, tax or legal advice.
General information, not financial, tax or legal advice.
Tell us what’s going on.
Send us a note through our contact form. If a call is the better next step, we’ll say so.