Board Financial Reporting

Clear financial reports.
More confident board conversations.

Your bookkeeping keeps the records moving. Your board needs a clear picture of what those numbers mean.

Pennies Count turns your existing financial information into an organized, board-ready reporting package, helping you explain where your organization stands and support meaningful financial discussions.

Designed for nonprofit and research organization leaders. No accounting degree needed.

Let’s talk about your board reports

Prepare with confidence

Walk into your next board meeting prepared.

When you’re leading an organization, preparing the financial packet is only part of the responsibility. You also need to explain the results, put changes in context, and help your board focus on what matters.

You may already have a bookkeeper and accounting reports. What would help is someone bringing that information together into a financial story your board can follow.

Pennies Count helps you present that picture in plain English, so you can spend less time translating reports and more time discussing your organization’s priorities.

Your board. Your schedule.

Choose the support that fits your board.

Standard Reporting Package

$300

per reporting package

A clear, consistent financial packet prepared from your organization’s existing accounting records.

  • Statement of financial position: what your organization owns and owes.
  • Statement of activities: revenue, expenses, and changes in net assets.
  • Statement of cash flows: how cash moved during the reporting period.
  • Budget-to-actual comparison, when an approved budget is available.
  • Cash and net asset trends, based on available historical information.
  • A plain-English executive summary highlighting results, significant changes, and matters for discussion.

Reporting + Board Presentation

$375

per reporting package

Everything in the Standard Reporting Package, plus a 30-minute virtual presentation to walk your board or finance committee through the reports and answer questions about the financial information presented.

Helpful when you want additional support explaining the numbers and guiding the financial conversation.

Discuss your reporting needs

One-time onboarding fee: $150

We learn how your organization tracks its finances, review the available source reports, and establish the reporting format and information needed for your package.

You choose the financial period and reporting frequency. Whether your board meets monthly, quarterly, or on another schedule, we agree on the reporting period and delivery date before work begins.

A good fit when you already have bookkeeping support.

This service is designed for small and startup nonprofits and research organizations that maintain accounting records and want additional support preparing financial information for leadership and board oversight.

It may be especially helpful when:

  • Your bookkeeper produces reports, but you need help presenting the bigger picture.
  • Your board would benefit from consistent reports and plain-English explanations.
  • You want financial preparation to take less of your time.
  • You would welcome an experienced professional at the table for the financial discussion.

You bring the organizational context.

Pennies Count brings more than 20 years of nonprofit accounting experience, a master’s degree in forensic accounting, and prior nonprofit audit experience.

A straightforward process.

01 / TALK

Tell us about your next meeting.

We discuss your organization, available records, reporting period, and the questions your board typically asks.

02 / SHARE

Share your financial information securely.

Your organization or bookkeeper provides completed accounting reports and supporting information. We confirm that the records are ready and agree on timing.

03 / PRESENT

Receive your board-ready package.

We prepare your reports and executive summary. If you choose presentation support, we also join your scheduled virtual meeting.

Scope: Pricing covers reporting from completed, reconciled accounting records. Bookkeeping, account cleanup, reconciliations, correcting entries, budget development, and additional analysis require a separate agreement. This service does not include an audit, an assurance review, or an opinion on the financial statements.

What’s on your mind?

Maybe you know exactly what your board needs. Maybe you simply want the next financial discussion to feel clearer and more manageable.

You don’t have to know what the problem is to start the conversation.

Schedule a complimentary 30-minute consultation. It’s confidential, judgment-free, and an opportunity to talk through what would help.

What’s on your mind?