The Whole Package, LLC

Approachable accounting and advisory services for nonprofit organizations.

Bookkeeping service (show on map)

Women-led accounting and advisory firm serving nonprofits with bookkeeping, financial reporting, budgeting, internal controls, and CFO services.

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About

The Whole Package, LLC is a women-led accounting and advisory firm dedicated to serving nonprofit organizations. With a combined 30 years of experience in nonprofit finance, audit, and leadership, the team provides tailored services including recurring bookkeeping, financial statement preparation, budgeting, internal controls assessments, advisory/CFO services, data cleanup and integrations, and customized trainings.

The firm focuses on empowering nonprofits to make confident financial decisions and build sustainable financial foundations.

Women-led team with 30+ years of nonprofit finance, audit, and leadership experience

Approachable and thoughtful advisory style

Tailored approach for organizations of all sizes and stages

Combined expertise in public accounting and direct nonprofit leadership

Focus on turning financial stress-points into opportunities for growth

Services

Recurring Bookkeeping and Financial Reporting

Monthly, quarterly, and annual bookkeeping, reconciliations, and board-ready financial reports including statements of financial position, activities, and cash flows.

Recurring bookkeeping services Monthly, quarterly, and annual close processes Accounts payable processing and vendor management Accounts receivable tracking and donor payment recording Bank, investment, and credit card reconciliations Payroll journal entries and tracking PTO tracking and vacation accrual support Grant revenue, expense tracking and allocation Grant accounting and account setup Grant budget monitoring and drawdown tracking Funder-specific reporting support Revenue reconciliation between GL and donor database Monthly and quarterly financial statement preparation Budget-to-actual variance reports Program and department-level financial reports Grant-specific financial reports Board-ready financial dashboards and narratives Year-end financial statement preparation (compilation-ready)

New Nonprofit Package

Setup package for newly formed nonprofits to establish financial tools and guidance for stability from day one.

Tailored chart of accounts Accounting software and expense management platform setup Internal control design and implementation consultation Fiscal policies and procedures manual consultation Board and staff training on financial statements, operating budgets, and variance tracking

Advisory & CFO Services

Hands-on CFO and advisory support including fractional/outsourced CFO, budgeting, cash flow forecasting, and financial strategy.

Fractional CFO / outsourced CFO support Annual budgeting and multi-year financial planning Cash flow forecasting and management Financial strategy and sustainability planning Board financial presentations New program or contract financial feasibility analysis Fiscal sponsorship accounting and due diligence support

Internal Control Assessment

Review of financial transaction handling, approvals, reconciliations, expense tracking, and segregation of duties to identify gaps.

Assessment of approvals, reconciliations, expense tracking, and segregation of duties Practical, easy-to-implement recommendations tailored to organization size and capacity

Data Cleanup and Integrations

Streamlining and integrating accounting, donor database, document management, and expense management tools.

Accounting software setup, migration, and training (QuickBooks) Donor database system integration support Cloud-based document management setup Expense management platform implementation (Bill.com, Melio, Ramp)

Customized Trainings

Approachable, customized training on nonprofit financial stability and reporting for boards, staff, and communities.

Tailored trainings for all levels of familiarity Board of Directors, staff, and community training

Credentials & Certifications

American Institute of Certified Public Accountants (AICPA)

Frequently Asked Questions

What types of organizations do you serve? +

Nonprofit organizations of all sizes and stages of operation, from newly started to well-established.

What services do you NOT provide? +

Audits, reviews, compilations, and other assurance or attestation services; Form 990 preparation and filing; legal or tax advice.

Do you provide tax advice? +

No, the firm explicitly states it does not provide legal or tax advice.

What is the team's combined experience? +

The women-led team possesses a combined 30 years of experience in nonprofit finance, audit, and leadership.

Do you offer fractional CFO services? +

Yes, the firm offers fractional CFO / outsourced CFO support as part of its Advisory & CFO Services.

What software and platforms do you work with? +

QuickBooks for accounting software, and expense management platforms such as Bill.com, Melio, and Ramp. Also donor database systems and cloud-based document management.

How long does it take to get a response after contacting you? +

The firm states it will be in touch within 48 hours after receiving a contact form submission.

What is the New Nonprofit Package? +

A setup package for organizations that have received their IRS determination letter, including chart of accounts setup, accounting software setup, internal control consultation, fiscal policies consultation, and board/staff financial training.