Our Monthly Service Offerings
We value open communication with our clients. As part of all monthly engagement options, there is unlimited emails. Some things are easier to communicate over the phone so clarification calls are encouraged, appreciated, and included.
Group trainings
CNRG hosts small group trainings for your team. During this time, attendees get to dig into specific accounting concerns to help remove roadblocks. Topics include:- Grant planning
- Organizational systems
- Financial Strategic Planning
- Budget Best Practices
- Budget Development & Implementation
Training length
- In-person trainings are 3 hours and include 2-hours of one-on-one follow-up time
- 90-minute virtual trainings are available
Accounting |
Consulting |
Education |
| I can’t help but analyze monthly financial reports so it’s part of all our services |
| Assisting with process and procedure development | Included | Included | Included |
| Assisting with management to ensure that programmatic decisions keep mission and financial goals in mind | Included | Included | Included |
| Assisting with cash flow projections | Included | Included | Included |
| Working with outside service providers including funders and external accountants | Included | Included | Included |
| Working with organization’s designee(s) to develop strategic financial plan | Included | Included |
| Bookkeeping Services |
| Recording accounts payable based on client coding | Included | Included | Included |
| Recording cash receipts based on client coding | Included | Included | Included |
| Recording payroll | Included | Included | Included |
| Preparing bank reconciliations | Included | Included | Included |
| Filing annual IRS Form 1099’s | Included | Included | Included |
| Monthly check in with executive director and board treasurer | 1 hour | 1 hour | 1 hour |
| Controller Services |
| Prepare monthly financial reports | Included | Included | Included |
| Prepare journal entries | Included | Included | Included |
| Year-end close | Included | Included | Included |
| Processing cash disbursements | Included | Included | Included |
| Grant management in partnership with organization’s designee | Included | Included | Included |
| Meetings with organization’s designee to coordinate and manage day-to-day operations | 24 hours | 12 hours | 24 hours |
| CFO Liaison |
| Coordinating annual audit | Included | Included | Included |
| Assisting with development of annual budget | Included | Included | Included |
| Non-voting attendee at meetings (staff, finance committee, and/or board meeting including retreat) | 16 hours | 16 hours | |
| Included | Included | Included | Included |
| In-person Group Trainings | 4 trainings | 2 trainings | 1 trainings |
| Monthly Cost | $5,725 | $3,825 | $2,675 |
| Get Started Today! | Book a Strategy Session | Book a Strategy Session | Join Impact Basics |