Services
Financial oversight, right-sized.
Every engagement begins with a conversation. We learn your workflows, map your pain points, and design a service package that fits — not the other way around.
Core Package
For organizations finding their footing
- Monthly financial statement package
- Board-ready P&L and Balance Sheet
- Nonprofit-formatted reports (GAAP)
- Quarterly treasurer's narrative
- Secure client portal access
- Email support
Most Popular
Growth Package
For organizations scaling with confidence
- Everything in Core, plus:
- Grant budget tracking & reporting
- Cash flow forecasting
- Monthly variance analysis
- Automated deadline reminders
- Board meeting prep support
- Priority support
Ready to talk?
No pressure, no pitch deck. Just a conversation about where your organization stands and whether Vestry Financial is the right fit.
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