For Non-Profits and Impact Businesses

Track your finances.
Hire team members.
Manage your bills.
Discuss financial models.
Seek CFO advice.
Report to funders.
Grow your impact.

Managing a non-profit and growing its impact can be a lot. That’s why we’re here to help.

With services including bookkeeping, bill pay, payroll, fractional CFO coaching, and FP&A, Zephyr is here to reduce the paperwork, support your decision making, and allow you to focus on making impact.

We handle your financial operations seamlessly and provide expertly designed financial models, so you can monitor your metrics and manage your team.

With premium customer service, CFO office hours, and unique early-stage pricing at a flat, affordable monthly fee, Zephyr is your best choice for managing the financial and strategic operations of your non-profit.

We provide comprehensive services for your non-profit.

 
 

Premium Bookkeeping

Quality bookkeeping.

We provide GAAP-styled bookkeeping services using Quickbooks Online. Our expertise makes sure you have a clear view of your finances.

Bank + credit card reconciliation.

We utilize bank and credit card statements to conduct end-of-month reconciliation and ensure pinpoint accuracy and alignment.

Proper grant and expense recognition.

Whether it’s restricted funds, Stripe fees, or prepaid deposits, we make sure your finances are properly recognized in your books.

Routine monthly financial package.

After each month of bookkeeping, we provide you with your financial package, which includes your statement of financial position, activities, and more.

Minimized workload + queries.

With our thorough onboarding and internal processes, we learn quickly about your business to minimize future queries and save you more time.

Real human bookkeepers.

Our competitors may use automated AI bookkeeping, being tech companies in disguise. Our real, human expertise ensure your books are accurate.

 

HR + Benefits Management

Full-service payroll or PEO services.

We manage routine payroll processing for one or more pay schedules, hourly or salary, for employees in all 50 US states and DC. We can also offer PEO services.

Time/PTO + expense tracking.

We work with you to create and manage PTO, sick day, and vacation day approval processes and issue reimbursements for approved expenses.

Benefits and insurance management.

Powered by our partners, you can select benefits, including medical, dental, vision, life, disability, 401k, HSAs, and 529s, and we can help you manage them.

Workforce compliance + payroll tax.

We help handle the minutia, like registering and filing with states for payroll tax, getting unemployment insurance quotes, and maintaining compliance.

HR reporting + people advisory.

We provide plentiful data and reporting on HR, helping you make better decisions. We can also set up surveys and provide advice on improving people and culture.

Dedicated employee HR support.

You and your employees will have a dedicated HR email address to message, allowing you to re-direct HR inquiries to us to save you time and money.

 

Bill Pay + AR/AP Management

Bill pay + AP management.

Send your bills to our dedicated email address, and we can record, set up approval flows, and manage on-time payments for your business.

1099 contractor compliance.

Working with independent contractors? We’ll keep record of your payments, ask for up-to-date W-9s, and issue 1099s after the end of the year.

Invoicing + AR aging reports.

We’ll help you set up invoicing systems and keep track of any open and paid invoices. Monthly aging reports helps you follow-up on any missing payments.

 

Fractional CFO & FP&A Services

Financial planning and analysis (FP&A).

We help analyze your existing financial performance, project and plan for future goals, and guide you to make informed decisions to maximize impact.

Monthly budget vs. actual updates.

We can assist you to set up your annual or quarterly budgets. Then, we track and report your budget vs. actual performance each month.

Forecasting and financial models.

We design financial models and forecasts highly customized to your nonprofit and management style that are informative and easy to read.

Dashboards, metrics, and KPIs.

We design financial KPIs and metrics, create financial dashboards for your team and investors, and help you better model business performance.

Cash flow and runway management.

Especially as a nonprofit, which often may less cash to work with, cash management is key. We help you carefully manage your cash and expenditures.

Stakeholder and investor reporting.

We can help you streamline your process for generating monthly or quarterly reports to banks, grantors, or board members.

 

Partner Services

Annual income tax.

We work with our in-network partners seamlessly to help you file federal and state annual income tax returns each year.

State charity reporting.

Certain states may require nonprofits to provide additional charity reporting. We provide you reminders and materials to help you complete your reporting.

Other business filings.

Our in-network partners can help you get a lot of the other minutia and paperwork under control, so your business stays in good standing.

 

Support Services

Executive coaching.

We provide unmetered coaching for all things CFO, from understanding D&O insurance terms to negotiating payables and improving team dynamics.

Business perks + discounts.

Gain access to exclusive perks and discounts that can help you save cash and build your business more efficiently, including DropBox, Carta, and more.

Unmetered email + chat support.

Email or chat us as much as you need to when you have questions or need clarification. Your flat fee pricing (below) includes unmetered support.

How is Zephyr different?

  • We centralize your financial operations under one roof to increase efficiency, quality, and collaboration.

  • We understand every company is unique. We work with you to design models that support how you think about your company.

  • We teach and build up clients along the way, answering questions and providing details to help you grow as an executive.

  • We believe culture and trust is important. We focus on collaboration and teamwork so you feel comfortable relying on our work.

  • We take pride in superior client support, and we strive for the best quality for our services, customized for each client.

  • We care about impact. So, we focus on providing advice that keeps your finances in mind but focuses on the impact, not necessarily earnings.

Your All-in-One Financial Solution

 

  • Select the services you need, and we’ll offer you a custom quote. The services you can choose from include:

    • Premium Bookkeeping

    • HR + Benefits Management

    • Bill Pay + AR/AP Management

    • Fractional CFO & FP&A Services

    • Financial Dashboard Services

    If you’d like any of our bundled service packages available at discounted pricing, these are two of our most common :

    • All-in-One Back Office: Includes premium bookkeeping, HR and benefits management, bill pay and AR/AP management.

    • Complete Fractional CFO: Includes the fractional CFO, financial modeling, budgeting, and FP&A services, and the financial dashboard services.

    Any partner services are elected and billed separately.

  • We quote our monthly flat rates on a variety of factors, including the complexity of your books, the size of your team, and/or the needs of your financial model.

    Discounts are applied for clients that select bundles of multiple services. Any elected partner services are billed separately.

  • Typically, the rates we quote complimentarily include the user and platform fees to access most of the software necessary to facilitate our work, which may include Quickbooks Online, Bill.com, and Gusto or Justworks.

    Additional terms on the specific software and (in rare occasions) add-on fees may apply. Please contact us for more information.

  • Please be aware of the following additional terms:

    Setup Fees: To facilitate transition and onboarding, a setup fee is billed at the start of the contract. If you need catch-up bookkeeping, additional fees may apply.

    Excludes International Payments: We can setup, provide, and manage solutions for international contractors, vendors, and employees, but at additional cost.

    Excludes Partner Services: If the company elects to use our partner services, they will be billed separately at additional one-time cost.

“Alone we can do so little.
Together we can do so much.”

— Helen Keller, American author, activist, and lecturer

Let us help make your business a breeze.

Use the contact form here or email us directly at cheers@zephyr.business to set up a call.