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Essentials

For: NFPs that need clarity on the basics and want to stay compliant without getting bogged down.

Includes:

  • Monthly financial reports (P&L, Balance Sheet)

  • Basic grant tracking & compliance check-in

  • One live check-in per month

  • Email support

  • Light-touch dashboard with core metrics

Outcome: Get your financial basics right, with clean data and consistent reporting you can rely on.

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