Bookkeeping Packages
Built to Support Nonprofits
With deep nonprofit experience and a specialized team that understands the unique financial realities nonprofits face, Numbers in Boxes partners with organizations to bring clarity, stability, and confidence to their financial operations—so leaders can stay focused on mission and impact.
Nonprofit: Monthly Essentials Package
What's Included:
Bookkeeping
Transaction Categorization & Monthly Reconciliation
Clean, accurate books for dependable monthly clarity.
Accounts Payables
Stress-Free, On-Time Bill Management
Streamlined, on-time bill pay through BILL.com to protect vendor relationships and reduce admin load.
Program & Grant Cost Allocation
Functional Expenses /Job Costing / Classes
Clear visibility into discreet programs and projects with quarterly allocations that support smarter decisions. Also supports grant tracking and grant reporting.
1099 Management
Workers’ Comp Audits & 1099 Preparation
Accurate, compliant handling of audits and year-end filings—without the headache.
Check-Ins / Report-Out
Monthly Bookkeeper Check-In & Reporting
Consistent financial reviews with standard Numbers in Boxes reports to keep you informed, aligned and growth-focused.
Additional Consulting & Support
Expert financial support available as needed on an as-needed fee for work outside the monthly scope
Stay informed, aligned, and empowered starting at $1,155/month— while free from the day-to-day financial admin.
What's Included in Addition to Everything Above:
Organizational Budget Drafting & Budget-to-Actual Reporting
Clear, actionable budgets with ongoing insight into performance and variances.
Cash Management & Scenario Modeling
Proactive cash planning that prepares you for best-, worst-, and most-likely outcomes.
Accrual Accounting
Accurate financials that reflect true performance—not just cash timing.
Job Costing & Grant Tracking (QuickBooks Classes)
Clear tracking by program and grant with quarterly allocations for accuracy and compliance. Supports reporting on functional expenses required on 990.
Revenue Splitting
Accurate revenue allocation from third-party platforms for clean reporting and reconciliation.
Propel your growth, starting at $2,255/month. This next-level offering builds on the Monthly Essentials Package to give you more time, freedom, and transform your finances into a strategic roadmap for growth. We handle the details while empowering you to lead with ease and intention.
Nonprofit: Operational Support Package
Nonprofit: Full-Service Support Package
What's Included in Addition to Everything Above:
Fractional CFO-Level Finance Leadership
Executive-level insight to guide smarter, forward-looking decisions without the full-time cost.
Unlimited Meetings & Communications
Responsive support when you need it— access to your account manager for questions and clarity to keep leadership informed and aligned.
Unlimited Custom Financial Reporting
Reports tailored to your goals, grants, and leadership needs.
Report Outs Direct-to-Board
Confident financial representation at leadership and board meetings.
Strategic Financial Guidance & Interpretation
Insight that turns financial data into informed decisions.
Ongoing Advisory Support
Continuous guidance aligned with your mission and long-term goals.
Premium support starting at $3,555/month. This strategic partnership elevates your entire business.
We make it make sense.
Ready to learn how a monthly package can help your numbers make sense?
Bill Denney, Human Predictions LLC
“The Numbers in Boxes team has simplified business operations for me. Their work has allowed me to focus on my work to help my clients without worry about finances and operations.”
Jessica Smyser, Executive Director, Brookline Interactive Group