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FINANCIAL WELLNESS

FULL SUITE OF FINANCIAL SERVICES I LEARN MORE

Services include: 

Budget development & monitoring support & technology

Developing a budget that aligns with your organization's strategic initiatives can often be challenging. We'll work with your leaders to communicate and design budgets or implement monitoring software that supports your goals. 

Business funding

We offer startup funding services for entrepreneurs. Click here to apply online.

Fundraising

Our team provides grant-writing and fundraising guidance for your nonprofit and community initiatives. 

Commercial real estate loans

Our partnership with Money Ave allows us to seamlessly refer our clients to banking solutions for commercial real estate and investment properties. Click here to get started.

Financial wellness education

As a social enterprise, we strive to help financial security be more attainable for all communities. We recognize this requires a combination of capital support as well as education. We will design custom programs and initiatives that reach audiences of all ages and backgrounds.  We'll help you build and maintain strong business credit to support your capital acquisition goals. 

Accounting, audit  & tax 

Our partnership with Equitable Accounting Solutions allows us to offer affordable CPA services to business & nonprofit clients. Our team includes finance professionals with over 30 years of internal audit experience to help prepare your organization for third-party oversight. Through our partnership with OPTIX Financial Services, we are able to augment our financial wellness offerings to include tax preparation and guidance.