1. Grant Accounting & Financial Management

Ensure proper financial tracking, reporting, and compliance with grant regulations.

• Establish and maintain grant accounting systems

• Track and reconcile grant expenditures

• Prepare financial reports (e.g., SF-425, FFR, reimbursement requests)

• Monitor budget performance and fund utilization

• Develop indirect cost rate calculations

2. Grant Compliance & Risk Management

Help organizations navigate federal and private grant requirements.

• Ensure compliance with OMB Uniform Guidance (2 CFR 200)

• Conduct internal audits and risk assessments

• Review and improve policies and procedures

• Assist in responding to audits and corrective actions

• Monitor subrecipients and contractors

3. Budget Development & Grant Proposal Support

Strengthen applications with sound financial planning and compliance strategies.

• Develop detailed grant budgets and justifications

• Assist in preparing cost allocation plans

• Identify allowable and unallowable costs

• Ensure compliance with funder financial guidelines

• Advise on matching and cost-sharing strategies

4. Grant Financial Reporting & Closeout

Ensure accurate, timely submission of reports and closeout documentation.

• Prepare quarterly and annual grant financial reports

• Assist in reconciling and closing out grants

• Document final expenditures and unspent balances

• Ensure compliance with federal grant closeout procedures

5. Training & Technical Assistance

Equip clients with knowledge and tools for effective grant management.

• Conduct staff training on federal grant compliance

• Develop financial policies and internal controls

• Provide workshops on budgeting, reporting, and cost allocation

• Offer one-on-one coaching for finance and grants teams

Essential Compliance Package(Best for Small Nonprofits & Startups)

• Grant & Fund Accounting

• Budget Tracking & Expense Monitoring

• Monthly Financial Reports (Income & Expense Statements)

• Compliance Review (Basic Internal Controls)

Standard Financial Management Package(Ideal for Growing Organizations)

• Everything in the Essential Compliance Package

• Budget Development & Forecasting

• Quarterly Grant Financial Reports (SF-425, FFR)

• Audit Preparation & Support

• Financial Policy & Procedure Development

Premium Grant & Financial Oversight Package(For Large Nonprofits & Federal Grant Recipients)

• Everything in the Standard Package

• Full Grant Compliance Oversight (OMB 2 CFR 200, HUD, DOE, etc.)

• Indirect Cost Rate Calculation & Cost Allocation Plans

• Subrecipient Monitoring & Risk Assessment

• Custom Financial Dashboards & Data Analysis

Add-On Services(Priced Separately)

✔ One-Time Grant Budget Development
✔ Federal Audit Support & Corrective Action Plan
✔ On-Demand Financial Consulting

Essential Compliance Package(Best for Small Nonprofits & Startups)

• Grant & Fund Accounting

• Budget Tracking & Expense Monitoring

• Monthly Financial Reports (Income & Expense Statements)

• Compliance Review (Basic Internal Controls)

Standard Financial Management Package(Ideal for Growing Organizations)

• Everything in the Essential Compliance Package

• Budget Development & Forecasting

• Quarterly Grant Financial Reports (SF-425, FFR)

• Audit Preparation & Support

• Financial Policy & Procedure Development

Premium Grant & Financial Oversight Package(For Large Nonprofits & Federal Grant Recipients)

• Everything in the Standard Package

• Full Grant Compliance Oversight (OMB 2 CFR 200, HUD, DOE, etc.)

• Indirect Cost Rate Calculation & Cost Allocation Plans

• Subrecipient Monitoring & Risk Assessment

• Custom Financial Dashboards & Data Analysis

Add-On Services(Priced Separately)

✔ One-Time Grant Budget Development
✔ Federal Audit Support & Corrective Action Plan
✔ On-Demand Financial Consulting

Compliance & Strategy Consultation (Best for Startups & Small Organizations)

• Financial & Grant Compliance Review (OMB 2 CFR 200, HUD, DOE)

• Risk Assessment & Internal Controls Evaluation

• One-Time Financial & Grants Strategy Session (2 Hours)

Ongoing Financial & Grants Advisory (Ideal for Growing Organizations)

• Monthly Advisory Sessions (2-4 hours/month)

• Grant Budget & Financial Planning Support

• Compliance & Risk Management Oversight

• Grant Reporting Guidance & Audit Preparation

Full-Service Financial & Grants Consulting (For Large Nonprofits & Federal Recipients)

• Custom Grant & Financial Strategy Development

• Indirect Cost Rate Negotiation & Cost Allocation Planning

• Subrecipient Monitoring & Risk Management

• Ongoing Compliance & Federal Audit Support

Foundational Training Package (For Small Teams & New Grantees)

• Grant Compliance 101 (OMB 2 CFR 200, HUD, DOE, etc.)

• Budget Development & Financial Management Basics

• Internal Controls & Risk Management Training

• 2 Virtual Training Sessions (90 minutes each)

Advanced Grant & Financial Management Training (For Mid-Level Staff & Growing Organizations)

• Everything in the Foundational Package

• Federal Reporting & Audit Readiness (SF-425, FFR, etc.)

• Cost Allocation & Indirect Cost Rate Strategies

• 4 Virtual or On-Site Training Sessions (90 minutes each)

Customized Capacity Building Program (For Large Teams & Federal Recipients)

• Tailored Grant & Financial Management Curriculum

• Hands-On Grant Budgeting & Compliance Workshops

• Subrecipient Monitoring & Risk Mitigation Training
  Ongoing Mentorship & Technical Assistance
  

1. Bookkeeping and Record Maintenance

• Daily/weekly/monthly transaction recording.

• Bank and credit card reconciliations.

• Accounts payable/receivable management.

2. Financial Statement Preparation

Service:

• Preparation of income statements, balance sheets, and cash flow statements.

• Periodic financial review and analysis.

3. Payroll Management

Service:

• Payroll processing, including tax withholdings.

• Managing employee benefits and deductions

• Preparing payroll tax filings (e.g., 941s, W-2s).

4. Tax Preparation and Filing

Service:

• Business income tax preparation (federal, state, local).

• Sales tax filing and compliance.

• 1099 preparation for contractors.

5. Budgeting and Forecasting

Service:

• Creating budgets tailored to the client’s needs.

• Providing financial forecasting for cash flow and profitability.

6. Internal Control Assessments

Service:

• Reviewing and improving financial controls to prevent fraud.

• Implementing policies for better financial management.

7. Accounting System Setup and Optimization

Service:

• Setting up or migrating accounting software (e.g., QuickBooks, Xero).

• Customizing the chart of accounts and financial workflows.

8. Audit Preparation Support

Service:

• Organizing financial documents and reconciling discrepancies.

• Preparing audit schedules and responses for external audits.

1. Basic Grant Proposal

Ideal for small grants, local funding, and simple proposals.

• Grant research and identification

• Short grant proposal (5-10 pages)

• Budget outline

• One revision

2. Standard Grant Proposal

For mid-sized grants from foundations, nonprofits, and corporations.

• Comprehensive grant research

• Full proposal (10-20 pages)

• Budget development

• Supporting documents (e.g., letters of support, logic models)

• Two revisions

3. Advanced Grant Proposal

For large federal and state grants requiring detailed documentation.

• Extensive research and grant strategy

• Full-length proposal (20+ pages)

• In-depth budget planning

• Data analysis and impact projections

• Compliance review

• Three revisions

4. Grant Review & Editing

If you have a draft but need professional feedback and improvements.

• Proofreading and grammar check

• Content enhancement

• Compliance and formatting adjustments

• Budget review

5. Grant Research & Funding Strategy

For organizations looking to build a long-term funding plan.

• Identification of grant opportunities

• Funding strategy development

• Grant calendar creation

Additional Services

• Grant Consultation – One-on-one advice on grant strategies.

• Letter of Inquiry – A compelling letter to secure grant invitations.

• Post-Submission Support – Follow-up reports, revisions, and funder engagement

📌Hourly Services (For Short-Term or As-Needed Support)(Based on service complexity and urgency)

1. Grant Budget Development & Review

2. Grant Compliance & Risk Assessment

3. Audit Preparation & Corrective Action Planning

4. Financial Reporting & Grant Closeout Assistance

5. Training & Capacity Building (Staff, Board, Finance Teams)

📌 Retainer-Based Services (For Ongoing Clients & Complex Grants)

Essential Grants Compliance Retainer (10-15 Hours/Month)

• Monthly Financial Reviews & Grant Compliance Check-ins

• SF-425, FFR, & Budget vs. Actuals Reporting

• Grant Expense Monitoring & Documentation Support

Standard Grant & Financial Management Retainer (20-30 Hours/Month)

• Everything in Essential Compliance Retainer
  - Full Grant Accounting & Fund Reconciliation
  - Quarterly Budget Forecasting & Financial Planning
  - Subrecipient Monitoring & Internal Controls Strengthening

Full-Service Grants & Financial Oversight Retainer (40+ Hours/Month)

• Everything in Standard Retainer
  - Multi-Grant Portfolio & Federal Compliance Oversight (HUD, DOE, etc.)
  - Indirect Cost Rate & Cost Allocation Planning
  - Federal Audit Support, Single Audit Preparation, & Corrective Action Implementation
  - Ongoing Strategy & Risk Management for Federal Grant Programs