WE help mission driven businesses & Nonprofits simplify their finances, clarify their goals, and create impact in the people and places they serve.

Bookkeeping & Visual Reporting

WHAT DO WE NEED TO DO?

We setup, clean up, and streamline QuickBooks Online for your organization. We create visual reports that allow leaders in your organization to measure where you are and chart the path forward.

fractional controller

WHAT DOES IT MEAN?

Beyond monthly bookkeeping, a fractional controller meets with you virtually every month, reviews your financials with you, and helps you understand what things mean. They help you continue to implement automation and systems to make your organization run smoothly.

Fractional CFO

WHERE ARE WE GOING?

While a fractional controller mostly looks back at your organization and what the past means, a fractional CFO focuses on the future. Cash flow projections, hiring decisions, forecasts, key metrics to track both financial and non-financial. They journey with you into the unknown by providing some light on the trail ahead.

100% VIRTUAL

We Exist to help you

“The financial health of my business has never been better! I have an experienced financial consultant on my team! Our in-depth financial conversations have helped increase profit margins. If you want to grow your business the right way, I would strongly recommend partnering with Trellis Club.”

—Brittany, Antique Candle Co.

OUR CORE SERVICES

Accounting

Averages $500-$900 / mo

VIRTUAL ACCOUNTING/BOOKKEEPING

Monthly Bookkeeping

Financial System Optimization

Monthly VISUAL Reports

Unlimited Support

Accounting +

AVERAGES $900-$2,500 / MO

FRACTIONAL CONTROLLER

Everything in Simplify +

Custom Metrics

Monthly Financial Review Call

ANNUAL BUDGETING

FRACTIONAL

CFO

from $2,000 per mo

FRACTIONAL CFO

MONTHLY OR SEMI MONTHLY CFO CALL

Monthly Cash Flow Forecasting

Project/ People / Product Profitability Analysis

MONTHLY Planning and Forecasting

Book a free 30 minute discovery call and see if it’s right for you.