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.

And if you only need occasional support, we have the right A la carte service for you.

  • 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

  • Bookkeepingyes
  • Payablesyes
  • Basic payrollyes
  • Full payroll processing and administrationno
  • Investments & endowments accountingno
  • Deferred revenue & restricted fund tracking & releasesno
  • Invoicing & accounts receivable managementno
  • Shared cost allocationno
  • Monthly close By the 30th
  • Monthly financial reportsyes
  • Tax Compliance

  • Prepare a yearly synopsis of the organization's accounts for the tax accountantyes
  • CPA Services

  • CPA review of the booksno
  • Strenthening internal controls and processesno
  • Financial reporting to fundersno
  • Grant financial reporting assistanceno
  • Payroll & sales tax advisoryno
  • Audit-experienced CPA advice on complex accounting mattersno
  • 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 analysisyes
  • CFO financial capacity-building discussionsno
  • Cash monitoring and projectionsno
  • Financial reporting support for the Boardno
  • Board meeting attendance and presentationno
  • Visual KPI Dashboardno
  • Annual budget assistanceno
  • Financial literacy training for staff and / or the Boardno
  • Support

  • Dedicated accountantyes
  • Dedicated accounting manageryes
  • Dedicated CPAno
  • Dedicated CFOno
  • Unlimited email supportyes
  • Technology

  • Custom financial apps for the financial statementsno
  • CFO Plus

  • Most Popular

    For Organizations Who Require An Annual Audit/Review

  • Accounting Services

  • Bookkeepingyes
  • Payablesyes
  • Basic payrollyes
  • Full payroll processing and administrationyes
  • Investments & endowments accountingyes
  • Deferred revenue & restricted fund tracking & releasesyes
  • Invoicing & accounts receivable managementyes
  • Shared cost allocationyes
  • Monthly closeBy the 20th
  • Monthly financial reportsyes
  • Tax Compliance

  • Prepare a yearly synopsis of the organization's accounts for the tax accountantyes
  • CPA Services

  • CPA review of the booksyes
  • Strenthening internal controls and processesyes
  • Financial reporting to fundersno
  • Grant financial reporting assistanceno
  • Payroll & sales tax advisoryno
  • Audit-experienced CPA advice on complex accounting mattersno
  • Audit Support & Readiness Services

  • Financial audit assistanceyes
  • Audit preparation & supportyes
  • Working with auditors regarding requirements for testing & documentationyes
  • Meeting with external auditors about complex technical accounting mattersyes
  • Preparing financial statements and schedules in an audit-ready formatyes
  • Coordinating and managing your Prepared By Client (PBC) list response to your auditorsyes
  • Prepping and maintaining your trial balance bridge for the audityes
  • CFO Services

  • Monthly budget vs actuals analysisyes
  • CFO financial capacity-building discussionsyes
  • Cash monitoring and projectionsyes
  • Financial reporting support for the Boardyes
  • Board meeting attendance and presentationno
  • Visual KPI Dashboardno
  • Annual budget assistanceno
  • Financial literacy training for staff and / or the Boardno
  • Support

  • Dedicated accountantyes
  • Dedicated accounting manageryes
  • Dedicated CPAyes
  • Dedicated CFOno
  • Unlimited email supportyes
  • Technology

  • Custom financial apps for the financial statementsyes
  • CFO Max

  • For Established Organizations Looking To Scale

  • Accounting Services

  • Bookkeepingyes
  • Payablesyes
  • Basic payrollyes
  • Full payroll processing and administrationyes
  • Investments & endowments accountingyes
  • Deferred revenue & restricted fund tracking & releasesyes
  • Invoicing & accounts receivable managementyes
  • Shared cost allocationyes
  • Monthly close By the 15th
  • Monthly financial reportsyes
  • Tax Compliance

  • Prepare a yearly synopsis of the organization's accounts for the tax accountantyes
  • CPA Services

  • CPA review of the booksyes
  • Strenthening internal controls and processesyes
  • Financial reporting to fundersyes
  • Grant financial reporting assistanceyes
  • Payroll & sales tax advisoryyes
  • Audit-experienced CPA advice on complex accounting mattersyes
  • Audit Support & Readiness Services

  • Financial audit assistanceyes
  • Audit preparation & supportyes
  • Working with auditors regarding requirements for testing & documentationyes
  • Meeting with external auditors about complex technical accounting mattersyes
  • Preparing financial statements and schedules in an audit-ready formatyes
  • Coordinating and managing your Prepared By Client (PBC) list response to your auditorsyes
  • Prepping and maintaining your trial balance bridge for the audityes
  • CFO Services

  • Monthly budget vs actuals analysisyes
  • CFO financial capacity-building discussionsyes
  • Cash monitoring and projectionsyes
  • Financial reporting support for the Boardyes
  • Board meeting attendance and presentationyes
  • Visual KPI Dashboardyes
  • Annual budget assistanceyes
  • Financial literacy training for staff and / or the Boardyes
  • Support

  • Dedicated accountantyes
  • Dedicated accounting manageryes
  • Dedicated CPAyes
  • Dedicated CFOyes
  • Unlimited email supportyes
  • Technology

  • Custom financial apps for the financial statementsyes
Click here to see the full list of services!Click here to collapse!

We take care of your numbers, so you can focus on your core mission.

We take care of your numbers, so you can focus on your core mission.

  • 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
ZivoCFO 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!