For consultants, grant writers & advisors
Your clients need cleaner books. We can help.
Purpose Ledger provides monthly bookkeeping and structured financial reporting for small nonprofits — so leadership teams have the visibility they need to make confident decisions. When you refer an organization to us, we take care of the rest.
Who we work with
Small nonprofits
Organizations under $2M in annual revenue without a dedicated accounting department
Mission-driven orgs
Faith-based, community, and service organizations that need structure without complexity
Growing organizations
Nonprofits preparing for grants, audits, board reporting, or operational scaling
Signs your client may need us
- Leadership can't quickly answer where the organization's money is going
- Books are managed by a volunteer, staff member, or founder wearing too many hats
- Financial reports exist but aren't being used for decision-making
- Restricted funds or grants are tracked informally — or not at all
- Board meetings involve scrambling for numbers instead of reviewing them
- The organization is preparing for a grant, audit, or funder conversation
What we provide every month
Monthly bookkeeping
All transactions recorded, categorized, and reconciled on a consistent schedule — no backlogs, no gaps
Structured reporting
P&L, balance sheet, and fund tracking reports built around how leadership actually uses financial information
Plain-language summaries
Monthly insights that highlight what changed, what to watch, and what needs attention — written for leaders, not accountants
CPA-level oversight
Every engagement is managed with CPA oversight — accuracy your clients can present to boards and funders with confidence
Service tiers — monthly flat rate
Essential Ledger
Up to ~100 transactions · foundational bookkeeping & monthly summary
From $550/mo
Operational Ledger
Up to ~400 transactions · P&L, balance sheet, fund tracking & insights
Most popular
From $850/mo
Strategic Ledger
600+ transactions · budget vs. actual, grant tracking, board-ready reporting
From $1,250/mo
Referral partner fee
Earn $500 for every successful introduction.
When an organization you refer signs a service agreement and completes their first two months of service, we send you $500 — no strings attached. No volume requirements. No exclusivity.
How referrals work
01
Make the introduction
Connect us by email at referrals@purposeledger.co or have the organization reach out directly mentioning your name. That's all you need to do.
02
We handle the conversation
Our team follows up, conducts a discovery call, reviews their books, and prepares a customized proposal. We keep it consultative and low-pressure.
03
Organization signs and onboards
If they become an active monthly client, your referral is confirmed. No ambiguity — the trigger is a signed agreement plus two completed months of service.
04
You receive $500 within 15 days
Referral fees are issued within 15 days after the organization's second month of paid service is complete.