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Select the Subscription That Fits Your Needs

We've tailored 3 subscription plans based on over 18 years of experience, aligning with your nonprofit's unique needs and workflows.

 

Each plan includes a customized monthly reporting package and a dedicated accounting manager to streamline your financial processes.​

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1

Real-Time Financial Management

(Full-Service)

DONE FOR YOU

  • Ideal For: High-impact organizations requiring regular financial oversight.

  • Services Include: Weekly or bi-weekly processing of all financial transactions, comprehensive bookkeeping, and proactive financial guidance and advisory.

  • Benefits: Ensures up-to-date financial records, reduces internal workload, and provides strategic financial insights. 

2

Post-Transaction Support (Collaborative)

DONE FOR + WITH YOU

  • Ideal For: Growing mid-sized organizations with internal financial teams.

  • Services Include: Your team manages daily transaction processing; we handle getting the data into QuickBooks along with the review, reconciliation, and reporting processes.

  • Benefits: Offers expert oversight, ensures accuracy, and frees your team from QBO.

3

Monthly Financial Review

(Guided)

DONE WITH YOU

  • Ideal For: Start-up nonprofits seeking financial clarity.

  • Services Include: Monthly review of your team's financial entries, bank reconciliations, and detailed financial analyses.

  • Benefits: Provides actionable insights, ensures compliance, and supports informed decision-making.

Transparent Pricing Tailored to Your Needs

We understand that each nonprofit has unique financial requirements. Our subscription rates are designed to adapt to your organization's specific needs. Several factors influence our pricing:

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  • Service Frequency: Monthly vs. weekly vs. daily processing needs.

  • Transaction Volume: Number and complexity of daily transactions.

  • Funding Sources: Management of government grants, foundation funding, capital pledges, or regrants.

  • Financial Record Status: Current accuracy and completeness of your financial records.

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To provide a customized proposal that aligns with your organization's goals, we invite you to contact us. We'll assess your specific needs and present a tailored plan with clear pricing and service details.

YOUR WORK IS BEING DIFFERENCE MAKERS NOT NUMBER CRUNCHERS

Empowering Nonprofit Leaders with Financial Confidence

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We know you're out there making a difference - whether it's feeding families, educating youth, or protecting the planet. The last thing you should be worrying about is balancing the books.

That's where we come in. Think of us as your financial sidekick—handling the numbers so you can focus on what matters most.

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We tailor our services to fit your unique needs, ensuring:

  • Clear Financial Insights: No jargon, just straightforward reports that tell you exactly where you stand.

  • Stress-Free Compliance: We navigate the complexities of nonprofit accounting standards, so you don't have to.

  • Strategic Support: Providing insights that empower you to make informed decisions and drive your mission forward.

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Partner with us to transform your financial management, allowing you to focus on what truly matters—making a lasting impact in your community.

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Click the link above for a 20-minute video/phone meeting to review the services we offer and determine if we might be the solution for your organization's recurring bookkeeping needs.

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We won't make it weird and won't ask you to sign up for or buy anything. We will answer all your questions and learn a bit more about your needs.

POWERFUL SOFTWARE COLLABORATIONS

In 18 years of working with nonprofit and religious organizations we have compiled a solution set of tools that save time + money.

 

From accounting software and a full service payroll provider partner to tools for time tracking and receipt and invoice automation, we facilitate the successful implementation of technology that modernizes the client experience and improves record keeping.

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FAQ

FREQUENTLY ASKED QUESTIONS

WHAT ARE THE DIFFERENCES BETWEEN A BOOKKEEPER, AN ACCOUNTANT, AND A CPA?

Good question - we get this a lot and always appreciate the opportunity to add clarity.

Bookkeepers, accountants and certified public accountants (CPAs) all work with financial data.

Bookkeepers record the daily financial activity (check, deposits, payroll) of when an organization receives, pays or owes money.

Accountants provide more in-depth analysis than bookkeepers.

A CPA or certified public accountant is an accountant with a state license that is certified to provide audited financial statements. 

That being said, if you need a bookkeeper or accountant, we just might be your people. 🥳 On the other hand, if you need an audit or to have your taxes done, use the Contact Us box below and let us know you'd like some referrals and we can help you out w/ that as we know and work alongside some awesome CPAs.

WHAT IS THE PROCESS TO GET STARTED? IS THERE A LONG LAG TIME?

Thankfully, no! We are a bit type-A about processes, so you don't have to be. :)

For Proposals:

We have a questionnaire form we share to be completed by the team member most familiar with your current financial record keeping.

We receive an electronic notification once it's been submitted and get to work creating a proposal for your review. This is typically returned to you within 2-4 business days of the time the form is submitted. If we have questions, we reach out for clarification. Otherwise, you will receive a customized proposal back for your team's review.

Onboarding for new clients:

Onboarding for new clients typically begin within 2-4 weeks and can be adapted based on client need.

WHAT ARE YOUR SERVICE FEES? IS THERE AN HOURLY RATE?

We don't use an hourly rate for pricing. We want to be more flexible than that.

We have a few customizable monthly subscriptions available depending on things like the level of monthly transactions for your specific organization and the complexity of the data and financial reporting needs. We use our questionnaire to gather the details for this reason. 

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There are various ways and options we offer clients with different needs the ability to limit costs on their end so their dollars go to mission related expenses versus accounting costs. We create value by being a remote based solution using effective and efficient secure tools and apps.

 

Because it's all we do, unlike your team or Board member who gets pulled in various directions for special events help or to cover for an employee's vacation, etc., we have developed incredible efficiencies with our procedures.

With our focus on technology as well as our structured processes, we are typically able to minimize the number of hours needed for your finances and get the work done in less hours. Our motivation is to be excellent AND efficient.  

DO YOU WORK ON SITE AT OUR OFFICE?

We are a remote based, fully virtual company.

We are available for questions and business planning meetings (monthly/quarterly Finance meeting
check-ins during business hours included with some subscriptions).

We reduce effort and save resources by utilizing virtual meetings. We have found scanning and cloud based software have made our business model possible. We have suggestions and best practices we bring to the process and share during Onboarding.

WHAT ACCOUNTING SOFTWARE OPTIONS DO YOU WORK WITH?

QuickBooks is our jam! After 18+ years (!) of clients and options, we haven't found a more affordable, efficient or reliable solution. (Plus, we have some tips on how it can be even more affordable for nonprofits!) 

WHY WORK WITH IMAGINE NEW OVER ANOTHER OPTION?

Only you can answer that question as you evaluate the various options and determine the level of value you feel is being offered.

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Our approach to processes, our determination to be easy to work with and our best practices are some of the reasons clients share their appreciation of us. We also tend to become institutional memory for some of our clients as Board members and leadership transition - we remain consistent and retain the historical knowledge than can be lost otherwise. â€‹

THIS SUBSCRIPTION BASED BOOKKEEPING/ACCOUNTING MODEL SEEMS DIFFERENT. HOW DO I KNOW I WON’T FEEL BOXED IN ABOUT ASKING QUESTIONS OR GET THE ANSWER OF “SORRY, BUT THAT’S NOT INCLUDED IN YOUR SUBSCRIPTION?"

So glad you asked as some clients later share with us they had to work through that thought before signing on to partner with us. Our focused experience with nonprofits allowed us many years ago to create the subscription service model we use. We continue to improve and add enhancements as the industry changes, but have never had a client share a concern that a question they asked or task they needed help with wasn’t included in an option they chose.

 

Clients feel free to ask us questions and for help and we are glad to answer them! While we have had organizations shift and therefore scale up or down to another subscription as needs changed, we are proud of giving concessions to clients consistently and regularly and make it a point not to bill for every single extra task we do, question we answer or assistance we give that might not seem to fit the scope. In some cases, related to volume or complexity, that's just not possible, but in that case, it’s always communicated ahead of time and explained in detail.

Subscribe for our latest ebook resource 10 Common Nonprofit Financial Mistakes Auditors Find

You can expect to receive our meticulously curated compilation of top-notch nonprofit tools and resources 3 or 4 times a year.

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Done. ✅ Your download is on its way. Check your email! 😀

CONNECT W/ US BASED ON YOUR COMMUNICATION PREFERENCE:

Submit your question or request through our site and we will contact you back by email within 1 business day.

 Click the above link to schedule an ideal-for-you day/time to have a brief video call chat to review the services we offer and determine if we might be a best fit solution option.

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No weird Zoom meeting over here - we won't ask you to sign up for or buy anything and you get to experience what working with us is like. 

CALL US AT 615.807.0612

We are glad to say hello and schedule a time to discuss your needs or answer any specific questions you have.

Send us a voice message (voicemail) right from your browser and bypass the phone call.

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