Our Service Plans

Please reach us at info@macsfinancialservices.com if you cannot find an answer to your question.

Foundation Plan - from $1,500/mo

Monthly bookkeeping & reconciliation
P&L, Balance Sheet & Cash Flow
Restricted fund tracking
Budget vs. actual reporting
Monthly review call (30 min)

✅ Benefit: Clean books and reliable monthly reporting - the financial foundation every organization deserves.

Growth CFO - from $3,000/mo

Everything in Foundation, plus

Statement of Functional Expenses
Restricted income recognition & release
13-week rolling cash flow forecasting
Grant compliance monitoring
Board financial reporting package
Annual budget development
Audit preparation & audit liaison
2 strategy calls per month (60 min)

✅ Benefit: Full fractional CFO engagement. Strategic leadership your board and funders will notice.

Executive Partner - from $5,000/mo

Everything in Growth CFO, plus

Multi-fund & multi-program management
Financial modeling & scenario planning
Board finance committee leadership
Banking & lender relationship management
Form 990 preparation oversight
Staff finance team supervision
Unlimited calls & same-day response

✅ Benefit: Deep CFO partnership for larger or more complex organizations.