Our Services

We help nonprofits build strong financial foundations, one step at a time.

AnchorPoint Nonprofit Solutions helps nonprofits build strong financial foundations, strengthen compliance, and make better decisions with clearer financial information.

We work with nonprofit leaders who need more than basic bookkeeping. Whether your organization is preparing for its first audit, managing government grants, applying for federal funding, building a stronger board finance structure, or navigating growth, AnchorPoint provides practical, mission-centered financial support grounded in real nonprofit finance leadership.

Monthly Bookkeeping & Financial Reporting

Starts at $1,500/month

Reliable monthly financial support for nonprofits that need accurate books, clear reports, and confidence in their numbers.

Includes:

  • Bank and credit card reconciliations

  • Revenue and expense coding

  • Monthly nonprofit financial statements

  • Statement of Financial Position

  • Statement of Activities

  • Statement of Functional Expenses

  • Budget-to-actual reporting

  • Year-end reports for audit and Form 990 preparation

Organizations with multiple programs, grants, departments, restricted funds, or audit requirements may require a higher monthly package.

Form 990 Preparation

Starts at $1,200

Preparation of IRS Form 990 or Form 990-EZ with a clear summary for leadership and board review.

Includes:

  • Review of financial statements and supporting schedules

  • Preparation of Form 990 or 990-EZ

  • Management review draft

  • Final filing support

  • Optional board presentation or summary memo

Pricing varies based on organization size, complexity, schedules required, and whether audited financial statements are available.

Financial Health Review

Starts at $3,500

A focused review of your organization’s financial structure, reporting, controls, cash flow, and overall financial resilience.

This service is ideal for executive directors, founders, and boards that want a clear picture of what is working, what is risky, and what needs attention.

Deliverable:

  • Written financial health memo

  • Key findings and recommendations

  • Review of budget structure, cash flow, reporting, controls, and financial sustainability

  • Live debrief with leadership

Expanded reviews, multi-entity organizations, or grant-heavy organizations may require a larger engagement.

Grant Budgeting & Budget Narratives

$200/hour or fixed fee by project

Strong grant budgets tell funders that your organization understands both the mission and the cost of delivering it.

Services include:

  • Grant proposal budgets

  • Budget justification narratives

  • Personnel and fringe calculations

  • Indirect cost treatment

  • Funder-specific budget templates

  • Multi-year grant budgets

  • Review of budget alignment with program design

Fixed-fee pricing is available for larger grant proposals.

NICRA Proposal Preparation

Readiness reviews start at $5,000
Renewal packages start at $30,000
First-time NICRA proposals start at $45,000

AnchorPoint helps nonprofits prepare Negotiated Indirect Cost Rate Agreement proposals for federal review.

Services may include:

  • Review of existing NICRA agreement

  • Cognizant agency analysis

  • Review of audited financial statements

  • Direct and indirect cost analysis

  • Salaries, wages, and fringe base analysis

  • Unallowable cost review

  • Cost policy statement support

  • Part I narrative preparation

  • Part II financial schedules

  • Part III supporting documentation package

  • SEFA or unaudited SEFA formatting

  • Submission support and agency follow-up

Final pricing depends on whether the organization has an existing negotiated rate, current audited financial statements, a usable general ledger, payroll allocation support, and federal award detail.

Board Retreat Facilitation

Starts at $4,000

Strategic finance-focused retreats for nonprofit boards and leadership teams.

Services may include:

  • Agenda design

  • Financial overview presentation

  • Board finance training

  • Strategy and sustainability discussion

  • Facilitation of key decisions

  • Written summary of discussion and next steps

Half-day, full-day, and custom retreat formats are available.

Grant Application Evaluation (for Funders)

$200/hour

Financial and organizational review of grant applications for foundations, intermediaries, and public-sector funding partners.

We review proposals for:

  • Budget alignment

  • Financial feasibility

  • Organizational capacity

  • Grant compliance risks

  • Sustainability concerns

  • Internal consistency between proposal narrative and budget

Executive Coaching

$350/session or $1,650 for a 5-session package

One-on-one support for executive directors, finance managers, founders, and nonprofit leaders navigating financial complexity, growth, transition, or decision-making.

Coaching topics may include:

  • Understanding nonprofit financial statements

  • Managing cash flow anxiety

  • Preparing for board finance conversations

  • Building confidence with budgets

  • Strengthening financial leadership

  • Navigating growth and organizational change

Workshops & Training

Virtual workshops start at $1,500
In-person workshops start at $4,000

Customized training for nonprofit teams, boards, grantees, or member organizations.

Topics may include:

  • Nonprofit financial statements

  • Budgeting for nonprofit leaders

  • Grant budgeting

  • Financial controls

  • Audit readiness

  • Board finance responsibilities

  • Restricted funds and grant compliance

  • Indirect costs and NICRA basics

Workshops can be designed for internal staff training, board education, or technical assistance for grantees.

Flexible Retainer Packages Available

Need ongoing support across services? AnchorPoint offers flexible monthly retainers for organizations that need consistent financial guidance.

Sample packages:

  • $3,500/month – Up to 10 hours of monthly advisory support

  • $6,000/month – Up to 20 hours of monthly advisory support

Let’s build a support plan that fits your organization’s rhythm, capacity, and growth.

Fractional CFO & Finance Leadership Support

Starts at $3,500/month

Ongoing finance leadership for organizations that need senior-level guidance without hiring a full-time CFO.

Support may include:

  • Monthly financial review meetings

  • Cash flow planning

  • Budget development and monitoring

  • Board finance reports

  • Grant financial management

  • Audit preparation

  • Internal control review

  • Finance team coaching

  • Strategic decision support for executive leadership

Flexible retainer packages are available based on the level of support needed.

Contact us

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