Services

Shared Financial Services offers scalable financial management solutions to help mission-driven organizations operate with greater clarity, accountability, and confidence. Choose the service package that best fits your organization’s needs.

Choose a Plan That’s Right for You

Every organization is different—your financial support should be, too. Whether you’re looking for essential bookkeeping or long-term strategic guidance, our flexible service packages are designed to meet you where you are and grow with you.

Bookkeeping Service

$8,400- $13,200 *
Weekly Transaction Entry
Month-End Close and Reconciliations
Standard Financial Reporting
Grant Support
Routine Financial Data Requests
Process Improvement and Integration
Audit Support
Cash Flow and Liquidity Analysis
Board and Finance Committee Reporting
Budget Development and Forecasting
Custom Reporting and Analysis

Basic Finance

$13,250 - $55,000*
Weekly Transaction Entry
Month-End Close and Reconciliations
Standard Financial Reporting
Grant Support
Routine Financial Data Requests
Process Improvement and Integration
Audit Support
Cash Flow and Liquidity Analysis
Board and Finance Committee Reporting
Budget Development and Forecasting
Custom Reporting and Analysis

Strategic Finance

$19,000 - $37,000*
Weekly Transaction Entry
Month-End Close and Reconciliations
Standard Financial Reporting
Grant Support
Routine Financial Data Requests
Process Improvement and Integration
Audit Support
Cash Flow and Liquidity Analysis
Board and Finance Committee Reporting
Budget Development and Forecasting
Custom Reporting and Analysis

Full Service Finance

$26,000 - $90,000*
Weekly Transaction Entry
Month-End Close and Reconciliations
Standard Financial Reporting
Grant Support
Routine Financial Data Requests
Process Improvement and Integration
Audit Support
Cash Flow and Liquidity Analysis
Board and Finance Committee Reporting
Budget Development and Forecasting
Custom Reporting and Analysis

* Pricing varies based on the assessed complexity of each organization and the availability of philanthropic subsidy to partially offset rates.

Why Choose Us?

Choosing the right financial partner is about more than just managing numbers—it’s about finding a team that understands your mission, communicates clearly, and supports your goals every step of the way.

Mission-Aligned Expertise

We specialize in supporting nonprofit and mission-driven organizations. Our team understands the unique challenges you face and tailors financial strategies to help you thrive.

Clarity & Confidence

We don’t just deliver numbers—we make sure you understand them. With clear reporting and proactive guidance, you’ll feel confident making informed decisions.

Reliable Partnership

Think of us as an extension of your team. We’re here for the long haul, offering consistent support, responsive communication, and a commitment to your success.

Values-Driven Approach

We align our work with your mission and values. You can trust us to make recommendations and decisions that prioritize integrity, transparency, and impact.

Scalable Support

As your organization grows, our services grow with you. Whether you need basic bookkeeping or strategic financial leadership, we’re ready to meet your evolving needs.

Learn How Shared Financial Services Can Assist Your Nonprofit

Contact us today for a consultation and learn how we can help your nonprofit achieve financial stability and free your staff to focus on your mission.