Service Packages
Every organization operates differently. Its funding, programs, and impact all shape the kind of financial support it needs. At Health Crunch, we specifically target four main drivers in your organization. We believe these four drivers are the levers we can pull to ensure long-term sustainability and increased impact of the work you do.
Clear Financial Strategy
Plan to Generate Income
Robust Budgeting, Forecasting, & Reporting Systems
Accountable Financial Control Environment
At Health Crunch, we don’t believe in pre-set bundles or one-size-fits-all solutions. We begin with a discovery process to understand your mission, your operations, and the financial realities you face. Only after gaining a deep understanding of where your organization stands do we collaborate on a scope of work designed for your success. Whether you need clean bookkeeping, stronger financial controls, or strategic CPA guidance, we use a fractional model so we can scale in only what will be the most impactful, nothing more.
Our Flagship Offer
Core Foundations
Financial Control Analysis
Comprehensive review of your control environment with a findings & recommendations report.
Systems & Workflow Review
Assessment of current fintech, tools, workflows and processes. Includes review, recommendations, and roadmap.
Financial Strategy Development
Organization-level financial strategy review and discussion. Documents current strategy and highlights risk and recommendations.
Investment
One-time engagement starting at $5,000 (remote & in-person)
STrategic partnership
Strategic Finance Leadership
Ongoing CPA support to align finance & mission: regular strategy sessions and decision-ready recommendations.
Board-Ready Reporting
Monthly financial packages with clear narratives, KPIs, and variance analysis tailored for leadership, boards, and funders.
Budgeting, Forecasting & Funder Reporting
Collaborative budgeting with rolling forecasts and scenario models that keep management, the board, and funders clear on where you’re headed.
Investment
Starting at $4,000/month (remote & in-person)
Monthly Service Packages
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Community health centers, small charities, wellness clinics and nonprofits needing clean, compliant bookkeeping so they can focus on their programs.
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Cloud-based bookkeeping setup (e.g., Xero/QuickBooks Online with fund-tracking for restricted/unrestricted funds)
- Monthly transaction recording: bank, credit cards, petty cash, grants received, donor receipts
- Monthly bank & credit card reconciliation + fund/sub-fund tracking (e.g., “program A – grant X”, “unrestricted operations”)
- Monthly fund-based income statement and balance sheet (showing each program/fund separately)
- Accounts Payable and vendor/contractor payments using cloudbased tools to streamline approvals, store and manage documentation, and process payments
- Quarterly fund-usage summary (for funders/donors)
- On-boarding with a checklist tailored to nonprofits: chart of accounts aligned with funder requirements, cost-allocation methodology, training for internal staff.
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Many small health centers or nonprofits struggle with messy bookkeeping, late month-ends, unclear fund usage. This package ensures you’re audit-ready, funder-compliant and have the clarity you need to focus on delivering services—not wrestling with spreadsheets.
Financial
foundations
Monthly starting at $1,500/month
(remote)
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Mid-sized health or wellness organizations and nonprofits with multiple funding streams (government grants, donors, fee-for-service), multiple sites or programs.
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- Quarterly cash flow monitoring + variance to budget and variance to forecast (so leadership sees early warning signs)
- Full monthly financial close: journal entries, accruals/prepaids, fund/program allocations
- Management dashboard: key metrics (e.g., cost per client visit, revenue by funding source, admin cost ratio)
- Quarterly program-level profitability/cost tracking (e.g., for each clinic site or separate program or service line)
- Grant/funder compliance support: schedules of restricted-fund usage + audit‐prep liaison. Quarterly, or annual funder reporting.
- Annual review of internal controls & processes (essential in healthcare/wellness operations)
- Enhanced payroll/vendor support (higher volume, multiple locations)
- Quarterly strategy session with leadership or board of directors: review results, refine next quarter plan
- Secure live dashboard access for board/leadership (cloud-based)
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In healthcare, wellness, and nonprofits, when you have multiple programs and funders, you need more than bookkeeping. This package offers quarterly oversight, timely metrics, funder compliance support, and meaningful financial insight. Gain controller-level service to keep you ahead of issues and aligned with mission.
Impactful
Stewardship
Monthly starting at $3,000/month
(remote)
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Larger health centers, wellness organizations, charities seeking growth, or entities looking to integrate strategic finance leadership into their monthly cadence.
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- Dedicated fractional CFO support (week/month meeting + ad-hoc as needed)
- Long-range financial forecasting (3-5 years) and scenario/what-if planning (e.g., new clinic site, program efficiency, sustainability, service expansion)
- Board-ready reporting and committee leadership: presentation of board dekcs, dashboards + KPIs customised for your mission
- Strategic tax & fundraising consultation: charitable registration strategy, gift-in-kind treatment, related-party transactions, impact measurement, funder negotiations
- Financial control review and backend technology systems review and recommendation. Ensure your organizaiton is utilizing the latest in financial technology to update, automate, and systemize processes.
- Monthly ownership of the budgeting and forecasting process — providing both master and program-level analysis to align with strategic goals and ensure every dollar delivers maximum impact.
- On-call financial leadership support: help interpret signals, prepare for funder or board meetings, assist with investment decisions or major program launches
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At this scale, finance becomes a strategic driver, not just back-office. For organizations and businesses expanding services, facing increased scrutiny, or planning growth, this package offers the strategic partner to turn finance into a force multiplier for good.
Strategic
Partnership
Monthly starting at $4,000/month
(remote & in-person)