Outsourced finance department for growing organizations
We build and run the finance department behind it.
EveryPenny brings bookkeeping, billing and collections, month-end close, management reporting, cash forecasting, tax coordination, and CFO-level support into one accountable finance function—without the fixed cost of building the entire department in-house.
Founder-led. Capacity matched to your scope. Built to scale with your organization.
30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.
Built for established nonprofits, service companies, and software businesses that have outgrown bookkeeping.
Cash Outlook
Current Cash
$846,240
13-Wk Projected Low
$612,800
Illustrative data
Receivables
Revenue & Margin
Month-End Close
Illustrative financial data
Confidential client experience
EveryPenny has supported a multi-state healthcare-focused professional-services firm operating across multiple service lines, project and retainer work, recurring engagements, employees, contractors, customer billing, and leadership reporting.
The engagement required more than transaction entry. It required one operating model connecting day-to-day accounting, financial control, reporting, and leadership support.
Client identity and financial details have been withheld to protect confidentiality.
Read the Confidential Case StudyWhen bookkeeping is no longer enough
Payroll may run on time. Transactions may be categorized. Taxes may be filed. But those things alone do not give leadership control of the organization.
Revenue does not tell you when cash will arrive or what obligations are coming next. We connect collections, payroll, vendor payments, taxes, hiring plans, and upcoming commitments to a forward cash forecast.
Revenue or funding without the related labor, contractor, vendor, shared, support, and delivery costs can hide weak economics. We connect the cost of delivering programs, serving customers, and completing work to the revenue and funding it creates.
We model compensation, payroll taxes, benefits, ramp time, delivery capacity, growth assumptions, and cash before you make the commitment.
Financial control begins before an invoice is overdue or a renewal is missed. We connect contracts, billing schedules, milestones, subscriptions, invoices, payments, renewals, and collection follow-up.
A disciplined close gives leadership reliable financial and operating information while it still matters—not weeks after the business has already moved on.
Your CPA handles taxes. Your payroll provider runs payroll. A bookkeeper records transactions. Operational data lives somewhere else. Leadership fills the gaps. We replace that fragmentation with one accountable finance operation.
You don’t need another financial provider. You need someone to own the whole function.
One team. Every layer of finance.
Instead of separating bookkeeping, accounting, controller work, and CFO guidance between different providers, we operate them as one connected function.
We keep the financial operation moving.
The day-to-day financial operation gets done, documented, and controlled.
We make the numbers reliable.
Every important number can be explained and traced back to what created it.
We turn the numbers into decisions.
Leadership sees what is coming and understands the financial consequences of the next decision.
Founder-led. Built to scale.
EveryPenny is led directly by its founders, who remain responsible for how each client’s finance function is designed, staffed, reviewed, and communicated.
Every engagement is designed around the responsibilities, volume, expertise, and review coverage the client requires. Delivery capacity is assigned before onboarding and expands with the workload, while EveryPenny’s founders remain responsible for design, review, quality, and communication.
You do not have to recruit, supervise, or coordinate a collection of financial providers. EveryPenny coordinates the function and remains the single point of accountability.
The team can expand. Accountability does not move.
FINANCIAL CONTROL
Reliable monthly numbers supported by reconciliations, documentation, and a disciplined close process.
Understand expected receipts, payroll, vendor payments, taxes, and other obligations through a rolling cash forecast.
See where economics are strengthening or weakening across customers, projects, contracts, subscriptions, and service lines.
Evaluate hiring, pricing, spending, expansion, and distributions with someone who understands the entire financial picture.
A CONTROLLED TRANSITION
We map how money moves through your organization—entities, accounts, revenue and funding streams, customers, programs, projects, payroll, contractors, systems, taxes, controls, reporting, and current responsibilities.
Understand the entire financial operation.
We clean up the accounting foundation, define responsibilities, install controls, organize workflows, connect systems, and establish your close, reporting, and forecasting structure.
Build the finance function your organization now requires.
We operate the financial workflows, close the books, manage reporting, maintain the forecast, resolve exceptions, and support leadership decisions every month.
Operate it continuously.
You keep running the organization. We keep the financial operation under control.
ESTABLISHED SYSTEMS. ONE FINANCE FUNCTION.
Growing organizations already operate across accounting, banking, payroll, payment, expense, tax, reporting, and operational systems.
The problem is rarely the absence of software. It is that no one owns the financial workflows between those systems.
EveryPenny evaluates what you already use, keeps the systems that make sense, introduces additional tools where necessary, and operates the financial process across them as one connected function.
Your leadership team should not have to manage the handoffs between the bookkeeper, payroll provider, tax professional, payment systems, spreadsheets, and reporting tools. That coordination is our responsibility.
Business Activity
Financial Systems
EveryPenny
Leadership
Bookkeeping, reconciliations, month-end close, and financial statements maintained through established accounting systems.
Vendor bills, approvals, payment preparation, supporting documentation, and settlement managed through controlled workflows.
Customer invoices, receivables, collection follow-up, payment application, and exceptions managed from beginning to end.
Payroll, contractors, expenses, reimbursements, commissions, and related accounting coordinated across the appropriate systems.
Financial statements, cash forecasts, budgets, program and project economics, and management and board reporting brought together for leadership.
Year-round financial records remain connected to tax preparation and filing through licensed CPA support.
We determine what should stay, what should change, and how the systems should work together based on how your organization operates.
Software supports the finance function. EveryPenny owns the finance function.
A specific kind of organization
The organizations we serve do not need more disconnected financial activity. They need financial control.
Primary specialization
EveryPenny helps growing, multi-program nonprofits bring bookkeeping, fund and grant accounting, monthly close, program reporting, payroll allocations, cash and reserve forecasting, board reporting, audit and Form 990 coordination, internal controls, and CFO-level support into one accountable finance function.
Best fit: Established nonprofits—typically with $5 million or more in annual operating expenses, multiple programs or funding sources, significant payroll, board reporting requirements, and no complete controller- and CFO-led finance department.
Additional industries we serve
If your organization runs on people, programs, projects, contracts, placements, subscriptions, grants, or recurring revenue, let’s talk.
Start with the gaps that matter
In one focused conversation, we look at how financial responsibility currently works inside your organization and identify where visibility, control, ownership, or decision support is breaking down.
We’ll look at:
You leave with a clearer picture of what is working, what is missing, and what your organization’s finance function should look like at its current stage.
30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.
Common questions
Every engagement is led by EveryPenny’s founders and staffed according to the scope. Before onboarding, we define the assigned roles, delivery capacity, review points, backup coverage, escalation process, and client approval authority. Additional personnel are added as transaction volume or complexity requires, while EveryPenny remains the client’s single point of accountability.
Yes, when the engagement is a responsible operational fit. We do not accept an engagement first and determine staffing afterward. The responsibilities, expected volume, required expertise, delivery capacity, and backup coverage are evaluated before onboarding begins. The client receives the senior accountability of a founder-led firm with the delivery capacity required by the actual scope.
Neither description is complete by itself. We operate as your outsourced finance department. That means day-to-day bookkeeping, accounting, controller responsibilities, reporting, forecasting, and CFO-level decision support operate as one connected function.
No. Nonprofits are a primary specialization, but EveryPenny also serves established service and software companies whose financial complexity comes from people, programs, projects, contracts, placements, subscriptions, billing, grants, and recurring revenue. We design the finance function around the organization’s actual operating model rather than forcing every client into the same template.
EveryPenny is designed for established, operationally complex nonprofits—typically organizations with $5 million or more in annual operating expenses, multiple programs or funding sources, significant payroll, board or finance-committee reporting, and no complete controller- and CFO-led finance department. Smaller organizations may still fit when their complexity, funding stability, and required scope justify a managed finance function.
Every organization requires a different combination of bookkeeping, billing, collections, payroll coordination, accounting, reporting, tax, controller, and CFO support. For that reason, we do not publish one-size-fits-all packages or quote a price before understanding the work. Pricing is based on factors such as the number of entities, transaction volume, bank and card accounts, payroll and contractor activity, billing and collections complexity, project- or grant-accounting requirements, reporting requirements, tax filings, controller oversight, and forecasting and CFO support. After the Financial Control Review, qualified organizations receive a written scope and fee before making any commitment.
Most ongoing EveryPenny engagements begin with a 90-day initial term. That period allows us to complete onboarding, stabilize financial workflows, establish the close process, and create the recurring reporting cadence. After the initial term, services continue month to month, and either party may end the engagement with 30 days’ written notice. One-time cleanup, tax, implementation, or special-project work may have separate terms. Before anything is signed, the agreement clearly defines what EveryPenny owns, what the client remains responsible for, approval authority, deliverables, timing, fees, access requirements, and cancellation and transition obligations. There should be no ambiguity about the relationship before work begins.
Yes. Business and nonprofit tax preparation and filing are available through EveryPenny and are completed by a licensed CPA. Because our finance team maintains the underlying records and supporting schedules throughout the year, the tax process remains connected to reconciled financial information rather than becoming a separate last-minute handoff. Tax services are scoped according to the entities, jurisdictions, and filings required.
Yes. EveryPenny can prepare and coordinate payment workflows, but the client retains approval authority according to the agreed control structure. Payment limits, approval requirements, vendor-change verification, and release authority are documented during onboarding.
No. EveryPenny can coordinate with an existing tax CPA or include tax preparation through a licensed CPA as part of the engagement. The objective is to create one controlled financial process—not to replace a trusted professional unnecessarily.
That depends on your current team. We may replace the existing bookkeeping function, work alongside an internal employee, or take over the responsibilities that currently fall between your bookkeeper, CPA, operations team, and leadership.
Not automatically. We first determine which systems remain appropriate, which are creating duplicate work, and where better workflows, integration, or control are needed. Software should support the finance function. It should not determine the finance function.
Your close timeline depends on the complexity of your organization, entities, payroll, programs, projects, and current records. During onboarding, we establish a recurring close schedule with clear responsibilities and deadlines.
No. You need to understand your organization. Our responsibility is to translate the financial operation into the information and decisions leadership actually needs.
When reliable source data is available, we build reporting that connects revenue and funding with labor, contractors, shared costs, vendor costs, support costs, and delivery expenses at the level where leadership makes decisions.
Replace fragmented bookkeeping, spreadsheets, and disconnected financial providers with one accountable finance operation.
Built for established nonprofits, service companies, and software businesses with complex programs, projects, contracts, placements, subscriptions, grants, or recurring revenue.
