Outsourced Accounting and Finance Advisory
We serve 20+ nonprofit organizations — including 20 YMCAs — across six states. We already know your world: your funding streams, your board's questions, your compliance calendar. One team, one relationship, total clarity.
What Changes When S&Y Shows Up
Board-ready financial packages, delivered on time, every month.
We own the prep, manage the auditors, and handle the follow-ups.
Real analysis behind real decisions — expansion, hiring, capital planning.
Our Services
We meet you where you are. Whether you need someone to handle the day-to-day transactions, own the full accounting function, or sit at the leadership table — every engagement is built around your organization's size, complexity, and goals.
Your transactions, handled.
We take the daily grind off your plate: processing invoices, paying vendors, coding transactions, and keeping your general ledger clean. Your bank feeds stay current, your AP runs smoothly, and nothing falls through the cracks.
Learn More → Tier 2A complete accounting function, without the full-time hire.
We own your books from transaction to trial balance — full general ledger management, monthly reconciliations, a disciplined close process, and the full compliance calendar.
Learn More → Tier 3A senior financial voice at your table.
More than accounting — a true partnership. We attend your board meetings, prepare financial packages with narrative context, build custom models, and help you think through the decisions that shape your organization's future.
Learn More →Not sure which tier fits?
We'll help you figure out exactly what your organization needs — no pitch deck, no pressure.
Let's TalkBookkeeping covers the transactional work — AP processing, bank feeds, transaction coding, and GL entry. It does not include the full monthly close or account reconciliations. That's Tier 2: Close + Compliance.
But here's what matters: Tier 1 is designed to hand off cleanly. If you have internal staff who own the close and reporting, our bookkeeping gives them a clean, current ledger to work from — every month, without the scramble.
Why S&Y
Most outsourced accounting firms serve hundreds of clients across dozens of industries. We made a different choice. We serve 20+ nonprofit organizations — including 20 YMCAs — and we go deep, learning your programs, your funding streams, your board's priorities, and the systems that drive your operations.
The result is a finance team that doesn't need to be taught your business. We already know it.
How We Work
We evaluate your current systems, staffing, and reporting to design the right engagement tier.
Your named pod — a dedicated team of 2–3 professionals — takes over within 30 days. No disruption to operations.
Monthly close, reporting, and strategic support — delivered by the same people, every month.
Whether you're exploring outsourced accounting for the first time or looking to upgrade your current provider — no pitch deck, no pressure. Just a conversation about what your organization needs.
Schedule a Conversation