Financials that answer questions instead of raising them.
Board-ready reporting means your board asks better questions — not more of them.
What you get
- Monthly P&L and balance sheet, by the 8th business day
- Board-level dashboards
- Donor reporting, including new and lost donors
- Budget vs. actual by program or ministry
- Ministry cost per attendee (churches)
- Staff cost as a percentage of revenue
- Quarterly board presentation support — we help you present it
Producing this pack is a Full Service deliverable. On Advisory, your bookkeeper produces the statements and we build the board view and the commentary on top.
How it works
First 30 daysA Quick Wins Report — hidden risks, cash opportunities, control gaps. On either tier.
Monthly — or weeklyA 1-on-1 with your CFO: every month on Advisory, every week on Full Service. Not an account manager. Not a ticket queue.
Questions people ask
Frequently asked questions
- What should a nonprofit board see monthly?
- Cash position, budget vs. actual, program performance, and donor movement — including who you lost.
- Why does "lost donors" matter?
- It's the number most organizations avoid. It's also the one that predicts next year.