Tailored Financial Services for Nonprofits

Achieving success and sustainability for your organization requires professional bookkeeping and FP&A services. Accurate financial records, detailed analysis, and strategic planning empower you to make informed decisions and optimize resources.

Choose The Greenwood Institute as your partner in financial excellence. Start today and see how expert financial management can drive your mission forward.

Basic

Compliance & Reporting

Services Included:

  • Basic bookkeeping (QuickBooks/Xero)

  • Grant reporting

  • Annual financial statement preparation

  • Compliance support

    Add-Ons:

    • Donor reporting

    • Fund accounting

Standard

Impact Maximizer

Services Included:

  • Everything in the Basic Package

  • Financial planning and budgeting

  • Quarterly financial impact reports

  • Real-time financial dashboard (Power BI/Tableau)

    Add-Ons:

    • Program cost analysis

    • Fundraising support and strategy

Premium

Strategic Stewardship

Services Included:

  • Everything in the Standard Package

  • Comprehensive data analytics

  • Advanced grant management and compliance

  • Monthly financial strategy sessions

  • Custom financial insights and recommendations

    Add-Ons:

    • Long-term financial planning

    • Impact measurement and reporting

Secure your organization's financial future with The Greenwood Institute. Connect with us today.