Our Complimentary Consultation is a 30-minute Zoom or phone call where we learn about your Nonprofit, your goals, and the support you need. You'll receive expert insights on your next best steps and an honest recommendation about which of our services best fit your needs.

Not at all. This is a no-pressure, judgment-free space to explore your needs. We’ll answer your questions, offer strategic feedback, and let you decide if you’d like to move forward with our support.

You don’t need to bring anything formal, but it helps to know where you are in yourNonprofit journey (e.g., just starting, need reinstatement, ready to apply for grants). If you have any paperwork or goals you'd like to discuss, feel free to share them ahead of time.

Most clients receive IRS approval within 4–8 weeks after submission, depending on the form type (1023-EZ vs. 1023) and current IRS processing times.

No. We guide you through every foundational step — including naming, board development, and mission clarification.

Yes. We handle all filings — State, EIN, and IRS — from Start to Finish.

We prepare complete, funder-ready applications and LOIs. Submission responsibility remains with the client unless otherwise arranged.

We conduct a personalized Funding Search using mission keywords, geographic focus, and program type — then organize results into a custom Grant Binder.

That’s okay! We can help you with Grant Readiness planning before we start writing full applications.

Each Grant Writing Assistance Package includes a set number of fully prepared, funder-ready grant applications. Here’s how it breaks down: - The Catalyst – $3,500: Includes 1 Grant Application (3-month contract + 2 Zoom strategy meetings) - The Strategist – $5,500: Includes 4 Grant Applications (6-month contract + 4 Zoom strategy meetings) - The Accelerator – $7,500: Includes 5 Grant Applications (9-month contract + 4 Zoom strategy meetings) - The Visionary – $9,500: Includes 8 Grant Applications (12-month contract + 7 Zoom strategy meetings) Each application is developed from funders we personally research for your mission and mailed to you in a customized Grant Binder. You’ll also receive everything digitally in a shared Google Drive folder.

Yes. We configure QuickBooks Online specifically for Nonprofit accounting — including your chart of accounts and donor tracking.

We can clean up, restructure, or continue with your existing account depending on your setup and goals.

Transactions are limited to accounts provided during onboarding. Additional accounts may require a custom quote.

We manage profile updates, content writing, program highlights, and transparency seal progress (Bronze, Silver, Gold, Platinum).

Yes! We guide you through metrics, narratives, and documentation needed for advanced visibility.

GuideStar is the top donor research tool. A strong GuideStar profile builds public trust and significantly boosts your chances of getting funded by showcasing your organization's transparency and impact.

We file IRS Form 990-N, 990-EZ, or full 990, as well as State Reports like the CA RRF-1.

Yes, we track all your deadlines. Once you're a client, we monitor due dates and keep your organization on track with proactive alerts to ensure you never miss an important deadline.

Yes. We’ll request access to your income and expenses to complete accurate filings.

We handle Reinstatements even if you've been revoked for several years. We’ll assess your situation and recommend the best IRS path.

No. We manage all IRS correspondence, narrative writing, and form completion.

We'll review your revocation date and documents to determine the correct Reinstatement Tier and pricing.

Anything strategic — budget review, messaging feedback, board development, grant planning, or growth roadmapping.

You don’t need to bring anything formal, but it helps to know where you are in your Nonprofit journey (e.g., just starting, need reinstatement, ready to apply for grants). If you have any paperwork or goals you'd like to discuss, feel free to share them ahead of time.

Yes! If you hire us for a larger package, your strategy session fee may be credited toward it.