We regularly partner with foundations and support organizations to provide financial education and technical assistance services to cohorts of grantees, fellows, and program participants.
Workshops
Our most popularly requested option is facilitating anywhere from 1 to all 4 sessions of our 4-part Cosmos Financial Foundations series: Two hour online workshops sessions with a one session per week cadence. (You can find descriptions of the Foundations workshops linked here).
Private Workshop Pricing Guide
The above guide is for private workshops for your cohort. Alternatively, clients may choose to pay to send cohort members to our public workshops, which have multiple ticket tiers available (public workshop dates and info linked here).
Consulting
Consulting hours can be made available to grantees or cohort members as a follow-up to workshops, or as a standalone direct technical assistance service.
Example topics: budgeting, cash flow projections, internal process review, audit support, setting up a chart of accounts
$275/hour standard rate (info on our solidarity rates linked here)
To get in touch about bringing us to your cohort, fill out our intake form linked here or write to us at <info@bookkeeping.coop>!
Past clients include:
SAMPLE SCOPE OF WORK
An example scope for an organization that fits in Level 2 of our Pricing Guide. (Clients can choose a different number of workshops or amount of consulting hours. Clients may also choose to contract us for consulting only or for workshops only).
Four-Part Workshop Series
1. Understanding My Organization’s Finances
2. Budgeting with Values
3. Multiple Futures: Cash Flow & Scenario Planning
4. Beyond Spreadsheets: Engaging Financial Reports
2 hours per workshop session; Hosted on ABC’s Zoom account
Participants: selected grantees of Client
ABC will create a registration form for Client to share with participants that includes a pre-training form to better understand their particular needs.
Learning goals:
- Strengthen understanding of budget and financial reports and how they interact with organizational values
- Increase understanding of basic financial terminology
- Increase understanding of 4 core financial reports (budget, cash flow, profit & loss, balance sheet) and what information they hold
- Increase confidence in asking finance questions
- Share experiences, templates and resources
- Have fun!
$4,500 per workshop x 4 = $18,000
Follow-Up Consulting
5 hours of follow up consulting for each of up to 10 groups
Rate: $275/hour (estimated total: $13,750)
ABC consulting hours can be made available to grantees for organization-specific financial systems questions or support on implementing tools from our workshop series. ABC will create a signup form for follow up consulting for workshop participants.
~5 hours Project Management for all of the above (ABC internal and ABC-Client meetings) @$275/hour (estimated total: $1,375)
Total Scope Cost Estimate: $31,750
To bring us to your cohort, fill out our intake form linked here or write to us at <info@bookkeeping.coop>!