To sign up for a free consultation with Pro Financial Fitness to see how we can help your NC nonprofit, your for-profit business, and even prepare your personal taxes, then please email Seabringna McCants at smccants@xperientinvestors.com.

If your non-profit would like help with 990 services, pre-audit services, or special projects, then please contact Robert Schneider at rbscpa1@yahoo.com.

If your non-profit would like help with fundraising or managing a Board of Director Retreat, then please contact Sarah Shore at sarah@cardinalfern.com.

Dear NC non-profits (and even non-profits in the other 49 states),

Please take some time out of your day to fill out a survey (5-10 minutes max) to help Pro Financial Fitness understand if PFF can meet your business needs. Thank you for your time.

https://docs.google.com/forms/d/e/1FAIpQLSdVRvHQ_Hzy_bQAjSi6yA6XBuEWKVc-B5iCgTrwQNNbLh8uzw/viewform?usp=send_form.

Step 1: Analysis

Free

Let your journey begin! We’ll start by reviewing your current QuickBooks or other Accounting System, your HRIS/Payroll system(s), your processes, your organizational chart, your latest audit, etc. to see what’s working and what’s not. Based on our findings, you’ll receive a comprehensive report of how we can improve your processes to reach financial health.

Step 2: Cleanse

$30.00 per hour

Based on the results of your Pro Financial Fitness Analysis, we’ll do the heavy lifting to clean up your systems.

Step 3: Workflow Efficiency Overhaul

$30.00 per hour

We’ll ask the hard-hitting questions during a complimentary one-hour interview to determine your best route to reaching financial soundness! Have your financial fitness goals changed? Are you ready to introduce or change payroll services? We’ll coach you to:
– Transform your process from receipt to financial statement
– Redefine your process to achieve financial targets
– Reclaim your time through automation using cloud-based applications

Step 4: Choose Your Long-Term Financial Fitness Plan

BASIC TRAINING

$350/mo

ACCOUNT RECONCILIATION AND REPORTING
Data entry of your Transactions into Pro Financial Fitness’s (or your) Accounting System
Monthly reconciliation of bank, credit card, and loan accounts
Monthly Profit & Loss and Balance Sheet reporting
SUPPORT
Unlimited email support
Plus a dedicated account management team

BUILDING STRENGTH

$700/mo

EVERYTHING IN BASIC TRAINING PLUS PAYROLL SERVICES
Bi-weekly, Bi-monthly, or Monthly Payroll Services
Employee Onboarding
BILL PAYMENT SERVICES
Bi-weekly bill payment services
SUPPORT
Unlimited email support
Plus a dedicated account management team
Monthly account review video conference

EVERYTHING IN BUILDING STRENGTH PLUS

$1000/mo

Upgrade to Weekly BILL PAYMENT SERVICES
SALES TAX REFUND FILING
EXPANDED CFO SERVICES
Weekly Financial Coaching
Weekly Cashflow Management
SUPPORT
Unlimited support via a dedicated Video Conferencing Software

Are you ready to send your payments? You may do so here.