Services
Build the foundation your mission needs to grow.
WorkStream helps nonprofit leaders pinpoint operational bottlenecks, then delivers the systems and expertise to move forward.
Financial Management
We run the full bookkeeping cycle, from daily transactions through annual filings. Your board and your funders see current, donor-ready numbers every month.
Monthly Reporting
We deliver budget performance, profit and loss, and aging receivables every month.
Bookkeeping
We record and reconcile every transaction against a chart of accounts we standardize from the start.
Filings and Compliance
Your 990, state filings, 1099s, and 1096s go out on time, with an annual compliance review.
Expert Access
Bring your questions to a business expert for an hour each month, at every plan level.
Financial Management Pricing
We price on transaction volume and budget size. Everything on the cards above is included at every tier, with a one-time onboarding fee to get your books current. Find your monthly transaction count or budget size in the first column.
| Monthly Transactions/Budget | Onboarding Fee | Onboarding Period | Meeting Frequency | Monthly Cost |
|---|---|---|---|---|
| < 20 / $100,000 | $700 | 1 Week | Monthly | $350 |
| 20-50 / $100-300,000 | $1,200 | 2 Weeks | Monthly | $600 |
| 51-80 / $300-500,000 | $1,600 | 2 Weeks | Monthly | $800 |
| 81-150 / $600,000-1M | $2,200 | 2 Weeks | Monthly | $1,100 |
| 151-250 / $1-2M | $3,000 | 3 Weeks | Bi-weekly | $1,500 |
| 251-500 / 3-10M | Contact for details to evaluate fit. | |||
| >500 / $10M+ | Not supported. | |||
Operations Support
One team provides support at every level, from daily help to operational leadership. We bring in the right people for each task, so you get the support you need while keeping costs low.
Level 1: Essential
An assistant who knows your organization handles your calendar, inbox, travel, CRM, and document prep.
Level 2: Advanced
Grant reporting and project management move to us, along with comms and recruiting support.
Level 3: Finance, compliance and hiring
We manage payroll, benefits, and financial support, and lead state and federal compliance. Technology implementation sits here too, with a dedicated hiring lead and complex grant writing.
Level 4: Business management
A Fractional COO or Operations Director joins your leadership, bringing business coaching and operations consulting.
Operations Support Pricing
We bill hourly based on the service provider performing the work, so one engagement can draw on several levels in the same month. Committing to a monthly minimum lowers your rate across every level.
| Level | What is Included | Rate |
|---|---|---|
| 1. Essential | Calendar, inbox, travel, CRM, document prep, scheduling | $45/hour |
| 2. Advanced | Grant reporting, project management, comms, recruiting | $80/hour |
| 3. Finance, Compliance, Hiring | Payroll, compliance, technology, hiring lead, grant writing | $120/hour |
| 4. Business Management | Fractional COO, operations director, coaching, consulting | $250/hour |
Fractional COO
We come in as an operations team with the structure and experience to execute from day one, covering finance, hiring, and strategy as your organization grows.
Business and Ops Consulting
We coach your leadership and consult on operations, keeping strategy and execution connected.
Finance and Compliance
Financial support, payroll, and benefits sit with us, along with state and federal compliance.
Hiring and Leadership
A dedicated hiring lead runs your searches, and a grant writer on our team takes on complex grant proposals.
Dedicated Fractional COO
You get Operations Director-level leadership, scaled to your organization’s needs.
How a COO Engagement Runs
Most engagements run three phases over about two months, and we lead your operations throughout.
About 1 month
About 2 weeks
About 1 week
About 1 month
Phase 1
Workflow Analysis and Design
We interview your staff and stakeholders, review your systems and technology, and map how work moves through your organization.
You receive:
- Workflow maps
- Technical specifications
- Job descriptions
- Assessment report.
About 2 Weeks
Phase 2
Implementation and Transition
We put the new processes in place and establish the operating rhythms that hold them: team meetings, one-on-ones, reviews, and KPI tracking.
You receive:
- Working systems
- Meeting templates
- KPI framework
About 1 Week
Phase 3
Performance and Compliance
We find the performance and compliance gaps left across your operations, bring in the right resources, and close them.
You receive:
- Gap analysis
- Remediation plan
Fractional COO Pricing
Every COO engagement is built around one organization, so we quote rather than list a price. Two things set the number, and we walk through both with you before anything is on paper.
What Sets Your Quote
- How many COO hours your organization needs each month.
- Which supporting roles we staff alongside COO
What a Package can Include
- Fractional COO leadership
- Hiring and recruiting
- Executive assistance
- Systems and CRM setup
- Bookkeeping and reporting
- Grant writing support
Engagements generally begin at $4,000 per month. To build your quote, we will ask about your budget, your staff, and the functions you want covered.
You pay one monthly figure for the whole team, not separate rates per role.
Fiscal Sponsorship
We become your legal home and your back office, so you can operate and accept tax-deductible funds right away while you build toward your own entity.
A 501(c)(3) Home
Operate under our 501(c)(3) and accept tax-deductible donations from day one. Your program runs under our 501(c(3), so donors can give before your entity exists.
Coaching and Guidance
We walk you through the decisions that come with running a new organization, from governance to daily operations.
Embedded Back Office
Your bookkeeping, compliance, and reporting happen under our umbrella, laying the foundation your own 501(c)(3) will stand on.
A Path to Independence
When you are ready to graduate, we file for your own 501(c)(3) and transfer everything we have built.
Fiscal Sponsorship Pricing
Each band of funding you raise carries a lower rate than the one before it. You never pay the opening rate on your whole budget, and the more you raise, the less you pay on every dollar after that.
How it Works on $400,000 Raised
12% on the first $250,000
$30,000
11% on the next $150,000
$16,500
Total for the Year
$46,500
An effective rate of 11.6%
Rate by Band
| The first $250,000 | 12% |
| $250,001 to $500,000 | 11% |
| $500,001 to $750,000 | 10% |
| $750,000 to $1M | 9% |
| Everything above $1M | 8% |
Annual Minimum
$15,000 in year one and $12,000 each year after, charged only when the banded fee comes in below it.
Included at Every Level
Incubation support and the work of standing up your own entity, never billed separately.
Training and Coaching
We assess where your operations stand, then run the training that gets you where you need to be. Your team keeps the skills long after the program ends.
GRIP: Growth Readiness Improvement Program
A 90-minute diagnostic of your workflows, staffing, and governance, followed by three guided sessions on your highest-impact changes.
Nonprofit Operations Accelerator Program
A six-month cohort with peer organizations, combining expert workshops with monthly coaching and hands-on implementation.
Power Coaching
Regular sessions with an expert coach, focused on the operational challenges you are facing and the leader you are becoming.
Self-Guided Courses
A growing library of courses on the operational areas every nonprofit has to get right, each with practical checkpoints.
Training and Coaching Pricing
Each program carries a flat price for the full engagement, with no hourly billing. Cohorts run on set start dates and admit a limited number of organizations, while the one-on-one formats open year-round.
| Program | What it Includes | Investment |
|---|---|---|
| GRIP | 90‑minute assessment, findings report, three guided improvement sessions, growth roadmap | Free, limited slots $950 to skip the wait list |
| Operations Accelerator Cohort format | Six months with five peer organizations, monthly expert workshops, coaching sessions, operational blueprint | $2,800 up to two participants |
| Operations Bootcamp One‑on‑one format | The same curriculum delivered privately across six sessions, built around your organization | $1,750 open year‑round |
| Power Coaching | One‑on‑one sessions with an expert coach on the challenges in front of you | Contact for pricing |
| Self-Guided Courses | Operations Health Check series and Built to Be Funded, both self‑guided | Free now $199 from September 2026 |
A ten percent need-based scholarship is available for the Accelerator and the Bootcamp. Ask us if cost is the only thing standing in your way.
Need Support?