.svg)
Our Services
Uplifting our clients, not upselling them
At Tereo Group, we’re watching over your best interests, too. That means if you truly don’t need it, we won’t offer it. So we’ll work with you to create custom, not cookie-cutter, solutions for your organization.
Serving only nonprofits, including just a few great ones like these
.png)
.png)
.png)
.png)
What it means to partner with Tereo
Your mission deserves your full focus and attention. We are a team of accounting, finance, and fiscal Pros who’ve all led nonprofits. We get your world because we've lived it. We’re here to support you with solutions purposely built with the nonprofit leader in mind.
Accounting Services
We've got all your accounting needs covered to keep your financial records spot-on, on time, and following all the rules.
Advisory Support
Our advisory services provide nonprofits with expert CFO leadership and support, helping you address the challenges of financial management and strategic planning with clarity and confidence.
Fiscal Operations and Compliance
Running a nonprofit, juggling funders, and keeping up with compliance is no easy task. That’s where our grant pros come in – we handle all the nitty-gritty so you don't have to.
Budgeting & Financial Planning
We know that strategic financial planning is essential for nonprofit success. Our team is here to help you create data-informed budgets and financial strategies that align with your mission and maximize your impact.
How the Tech Stacks Up
As a firm that relies on technology 24/7, we recommend a certain tech stack that's best in class. We don’t profit from the software; the only one that benefits is you.
Accounting
Sage Intacct
The first and only AICPA preferred financial management solution, this general ledger system integrates with all ancillary products we recommend. Taking things from manual to automated, the efficiency we gain saves us time and you money.
Accounts Payable, Spend & Expense
Bill
Bill is a cloud-based payment platform that's changing the way businesses pay and get paid and spend with credit.
Budgeting
Martus
Martus is a Cloud-based, flexible budgeting & reporting software tool that allows nonprofit organizations to create & analyze easy budgets.
“Thank you x 1,000! The entire Tereo team has made a huge impact on our organization’s ability to work efficiently through better communication, systems, and processes. Most importantly, the Tereo team has been crucial during our recent transitions and has served as an inspiration as we reflect on our own approach to work, team culture, and mission.”
The Dollars Make Sense
We understand the importance of fixed and predictable fees. At Tereo Group, our fees are always fixed, ensuring there are no surprises. This predictability helps you budget with confidence.