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Custom pricing as unique as your nonprofit organization
CFO & A la carte services built for your nonprofit organization.
Reduce your costs with a fixed monthly plan.
It all starts with a free conversation about your nonprofit organization: we’ll learn what you need and then use very specific criteria to itemize a set price. We’ll then recommend specific prices and options that are tailored to suit your needs. You’ll always know how much you’re paying upfront.
Accounting Services
Accounting Services
- BookkeepingBookkeeping
- PayablesPayables
- Basic payrollBasic payroll
- Full payroll processing and administrationFull payroll processing and administration
- Investments & endowments accountingInvestments & endowments accounting
- Deferred revenue & restricted fund tracking & releasesDeferred revenue & restricted fund tracking & releases
- Invoicing & accounts receivable managementInvoicing & accounts receivable management
- Shared cost allocationShared cost allocation
- Monthly closeMonthly close
- Monthly financial reportsMonthly financial reports
Tax Compliance
Tax Compliance
- Prepare a yearly synopsis of the organization's accounts for the tax accountantPrepare a yearly synopsis of the organization's accounts for the tax accountant
CPA Services
CPA Services
- CPA review of the booksCPA review of the books
- Strenthening internal controls and processesStrenthening internal controls and processes
- Financial reporting to fundersFinancial reporting to funders
- Grant financial reporting assistanceGrant financial reporting assistance
- Payroll & sales tax advisoryPayroll & sales tax advisory
- Audit-experienced CPA advice on complex accounting mattersAudit-experienced CPA advice on complex accounting matters
Audit Support & Readiness Services
Audit Support & Readiness Services
- Financial audit assistanceFinancial audit assistance
- Audit preparation & supportAudit preparation & support
- Working with auditors regarding requirements for testing & documentationWorking with auditors regarding requirements for testing & documentation
- Meeting with external auditors about complex technical accounting mattersMeeting with external auditors about complex technical accounting matters
- Preparing financial statements and schedules in an audit-ready formatPreparing financial statements and schedules in an audit-ready format
- Coordinating and managing your Prepared By Client (PBC) list response to your auditorsCoordinating and managing your Prepared By Client (PBC) list response to your auditors
- Prepping and maintaining your trial balance bridge for the auditPrepping and maintaining your trial balance bridge for the audit
CFO Services
CFO Services
- Monthly budget vs actuals analysisMonthly budget vs actuals analysis
- CFO financial capacity-building discussionsCFO financial capacity-building discussions
- Cash monitoring and projectionsCash monitoring and projections
- Financial reporting support for the BoardFinancial reporting support for the Board
- Board meeting attendance and presentationBoard meeting attendance and presentation
- Visual KPI DashboardVisual KPI Dashboard
- Annual budget assistanceAnnual budget assistance
- Financial literacy training for staff and / or the BoardFinancial literacy training for staff and / or the Board
Support
Support
- Dedicated accountantDedicated accountant
- Dedicated accounting managerDedicated accounting manager
- Dedicated CPADedicated CPA
- Dedicated CFODedicated CFO
- Unlimited email supportUnlimited email support
Technology
Technology
- Custom financial apps for the financial statementsCustom financial apps for the financial statements
CFO Lite
For Small Organizations With Basic Accounting Needs
Accounting Services
- Bookkeeping
- Payables
- Basic payroll
- Full payroll processing and administration
- Investments & endowments accounting
- Deferred revenue & restricted fund tracking & releases
- Invoicing & accounts receivable management
- Shared cost allocation
- Monthly close By the 30th
- Monthly financial reports
Tax Compliance
- Prepare a yearly synopsis of the organization's accounts for the tax accountant
CPA Services
- CPA review of the books
- Strenthening internal controls and processes
- Financial reporting to funders
- Grant financial reporting assistance
- Payroll & sales tax advisory
- Audit-experienced CPA advice on complex accounting matters
Audit Support & Readiness Services
- Financial audit assistance No audit
- Audit preparation & support No audit
- Working with auditors regarding requirements for testing & documentation No audit
- Meeting with external auditors about complex technical accounting matters No audit
- Preparing financial statements and schedules in an audit-ready format No audit
- Coordinating and managing your Prepared By Client (PBC) list response to your auditors No audit
- Prepping and maintaining your trial balance bridge for the audit No audit
CFO Services
- Monthly budget vs actuals analysis
- CFO financial capacity-building discussions
- Cash monitoring and projections
- Financial reporting support for the Board
- Board meeting attendance and presentation
- Visual KPI Dashboard
- Annual budget assistance
- Financial literacy training for staff and / or the Board
Support
- Dedicated accountant
- Dedicated accounting manager
- Dedicated CPA
- Dedicated CFO
- Unlimited email support
Technology
- Custom financial apps for the financial statements
-
CFO Plus
- Most Popular
For Organizations Who Require An Annual Audit/Review
Accounting Services
- Bookkeeping
- Payables
- Basic payroll
- Full payroll processing and administration
- Investments & endowments accounting
- Deferred revenue & restricted fund tracking & releases
- Invoicing & accounts receivable management
- Shared cost allocation
- Monthly closeBy the 20th
- Monthly financial reports
Tax Compliance
- Prepare a yearly synopsis of the organization's accounts for the tax accountant
CPA Services
- CPA review of the books
- Strenthening internal controls and processes
- Financial reporting to funders
- Grant financial reporting assistance
- Payroll & sales tax advisory
- Audit-experienced CPA advice on complex accounting matters
Audit Support & Readiness Services
- Financial audit assistance
- Audit preparation & support
- Working with auditors regarding requirements for testing & documentation
- Meeting with external auditors about complex technical accounting matters
- Preparing financial statements and schedules in an audit-ready format
- Coordinating and managing your Prepared By Client (PBC) list response to your auditors
- Prepping and maintaining your trial balance bridge for the audit
CFO Services
- Monthly budget vs actuals analysis
- CFO financial capacity-building discussions
- Cash monitoring and projections
- Financial reporting support for the Board
- Board meeting attendance and presentation
- Visual KPI Dashboard
- Annual budget assistance
- Financial literacy training for staff and / or the Board
Support
- Dedicated accountant
- Dedicated accounting manager
- Dedicated CPA
- Dedicated CFO
- Unlimited email support
Technology
- Custom financial apps for the financial statements
CFO Max
For Established Organizations Looking To Scale
Accounting Services
- Bookkeeping
- Payables
- Basic payroll
- Full payroll processing and administration
- Investments & endowments accounting
- Deferred revenue & restricted fund tracking & releases
- Invoicing & accounts receivable management
- Shared cost allocation
- Monthly close By the 15th
- Monthly financial reports
Tax Compliance
- Prepare a yearly synopsis of the organization's accounts for the tax accountant
CPA Services
- CPA review of the books
- Strenthening internal controls and processes
- Financial reporting to funders
- Grant financial reporting assistance
- Payroll & sales tax advisory
- Audit-experienced CPA advice on complex accounting matters
Audit Support & Readiness Services
- Financial audit assistance
- Audit preparation & support
- Working with auditors regarding requirements for testing & documentation
- Meeting with external auditors about complex technical accounting matters
- Preparing financial statements and schedules in an audit-ready format
- Coordinating and managing your Prepared By Client (PBC) list response to your auditors
- Prepping and maintaining your trial balance bridge for the audit
CFO Services
- Monthly budget vs actuals analysis
- CFO financial capacity-building discussions
- Cash monitoring and projections
- Financial reporting support for the Board
- Board meeting attendance and presentation
- Visual KPI Dashboard
- Annual budget assistance
- Financial literacy training for staff and / or the Board
Support
- Dedicated accountant
- Dedicated accounting manager
- Dedicated CPA
- Dedicated CFO
- Unlimited email support
Technology
- Custom financial apps for the financial statements
And if you only need occasional support, we have the right A la carte service for you.
A la carte services
For all your occasional needs
- Payroll services
- Audit support & readiness services
- Bookkeeping catch up & clean up
- Financial literacy training for staff and/or the board
- Government funding special reporting
- Part-time CFO services
- Payroll & sales tax advisory
| A la carte services |
|---|
| Payroll Services |
| Audit Support & Readiness Services |
| Bookkeeping Catch-Up & Clean-Up |
| Financial Literacy Training for Staff and / or the Board |
| Government Funding Special Reporting |
| Part-time CFO Services |
| Payroll & Sales Tax Advisory |
| Zivo | CFO Max For Established Organizations Looking To Scale | CFO Plus For Organizations who require an annual audit/revyew | CFO Lite For small Organizations with basic accounting needs |
|---|---|---|---|
| Accounting Services | |||
| Bookkeeping | ★ | ★ | ★ |
| Payables | ★ | ★ | ★ |
| Basic Payroll | ★ | ★ | ★ |
| Full Payroll Processing And Administration | ★ | ★ | - |
| Investments & Endowments Accounting | ★ | ★ | - |
| Deferred Revenue & Restricted Fund Tracking & Releases | ★ | ★ | - |
| Invoicing & accounts receivable management | ★ | ★ | - |
| Shared cost allocation | ★ | ★ | - |
| Monthly close | By the 10th | By the 20th | By the 25th |
| Monthly financial reports | ★ | ★ | ★ |
| CPA Services | |||
| CPA review of the books | ★ | ★ | No audit |
| Strenthening internal controls and processes | ★ | ★ | - |
| Financial reporting to funders | ★ | - | - |
| Grant financial reporting assistance | ★ | - | - |
| Payroll & sales tax advisory | ★ | - | - |
| Audit-experienced CPA advice on complex accounting matters | ★ | - | - |
| Audit Support & Readiness Services | |||
| Financial audit assistance | ★ | ★ | No audit |
| Audit preparation & support | ★ | ★ | No audit |
| Working with auditors regarding requirements for testing & documentation | ★ | ★ | No audit |
| Meeting with external auditors about complex technical accounting matters | ★ | ★ | No audit |
| Preparing financial statements and schedules in an audit-ready format | ★ | ★ | No audit |
| Coordinating and managing your Prepared By Client (PBC) list response to your auditors | ★ | ★ | No audit |
| Prepping and maintaining your trial balance bridge for the audit | ★ | ★ | No audit |
| CFO Services | |||
| Monthly budget vs actuals analysis | ★ | ★ | ★ |
| CFO financial capacity-building discussions | ★ | ★ | - |
| Cash monitoring and projections | ★ | ★ | - |
| Financial reporting support for the Board | ★ | ★ | - |
| Board meeting attendance and presentation | ★ | - | - |
| Visual KPI Dashboard | ★ | - | - |
| Annual budget assistance | ★ | - | - |
| Financial literacy training for staff and / or the Board | ★ | - | - |
| Support | |||
| Dedicated accountant | ★ | ★ | ★ |
| Dedicated accounting manager | ★ | ★ | ★ |
| Dedicated CPA | ★ | ★ | - |
| Dedicated CFO | ★ | - | - |
| Unlimited email support | ★ | ★ | ★ |
| Technology | |||
| Custom financial apps for the financial statements | ★ | ★ | - |
| A la carte services |
|---|
| Payroll Services |
| Audit Support & Readiness Services |
| Bookkeeping Catch-Up & Clean-Up |
| Financial Literacy Training for Staff and / or the Board |
| Government Funding Special Reporting |
| Part-time CFO Services |
| Payroll & Sales Tax Advisory |
Identifying high-value opportunities at every turn to achieve more.
Having Zivo as your online finance team means you will have access to the support your nonprofit organization needs to make better decisions and be more effective. We see more than numbers and go beyond simple cloud accounting.
Our Favourite Tools Include...
We have experience working with and integrating thousands of different Cloud accounting apps & services. At Zivo, all software costs are included!