Ops that respect your mission.
Grant-funded, audited, and short on admin time. Funders want receipts and reports. Donor records in three places. Google for Nonprofits half set up.
Typical retainer: Starter or Smart.
Fixed module prices after the 30-minute mini-diagnostic.
Three things
we hear every time.
Different logo, same three headaches. If one of these is yours this month, you're in the right place.
Grant-funded, audited, and short on admin time.
Every funder wants receipts coded their way. Every diagnostic wants the board minutes.
Donor records in three places.
The CRM, the spreadsheet and the inbox disagree about who gave what and when.
Google for Nonprofits, half set up.
Free tools paid for in time nobody has. Backups and MFA on the to-do list since 2023.
Three steps.
In this order.
The order matters: each step makes the next one cheaper. Fixed price per module after the mini-diagnostic; everything runs on the Starter or Smart retainer after.
Flowing Documents
filings, insurance and board documents with owners and dates
Module 02 · Receipts & ExpensesBackups and Protected Workplace
the two things the auditor and the insurer ask about
Module 09 · BackupsOne mini-diagnostic.
Then fixed prices.
Thirty minutes to map where the three headaches live in your organization. Every tool gets one of four states. That list is the plan, and the price.
Book the free mini-diagnosticTools we see most in non-profits.
Yours is probably good to go. We connect around it, not instead of it.
Before you
say yes.
What non-profits owners ask us first.
We can't afford much. Where do we start?
Backups and Protected Workplace: the two things the auditor and the insurer ask about, mostly on licences you already have free. Then Receipts & Expenses for funder-ready coding.
Do you understand charity receipting and funder reporting?
Keela and Bloomerang handle CRA-compliant receipting; Receipts & Expenses codes spend by fund and program so the report writes itself. We've done the audit season before.
Is there non-profit pricing?
Several tools we recommend offer it, and our Starter tier exists for exactly this. The mini-diagnostic is free either way.
Ops that respect your mission
Starting Monday.
Book the 30-minute mini-diagnostic. We'll find which of the three headaches is first in your organization, and what fixing it costs.
Book a 30-minute callA conversation about your organization.
Not a demo of software.