Financial Management, Bookkeeping & Accessible Financial Empowerment
Sonas Rath Collective helps organize the numbers in a calm, practical, step-by-step way and looks for ways to keep it within your budget.
Find the solution that fits your situation
Every package can be adapted to your needs. Community Access Pricing may be available.
Financial Systems Setup
Build a simple, sustainable bookkeeping system from scratch — one that you can actually maintain.
Ideal for:
Anyone who needs a clear, organized system they can manage themselves going forward.
Includes:
- System design and setup
- Tool selection guidance
- Process documentation
- Training and handover
Financial Reset Session
A focused one-time session to assess where you are, identify what needs attention, and create a clear plan of action.
Ideal for:
Anyone who feels overwhelmed and does not know where to start.
Includes:
- Financial situation review
- Priority identification
- Action plan creation
- Resource recommendations
Business Financial Organization
Comprehensive financial organization for early-stage and growing businesses.
Ideal for:
Business owners who need their numbers organized and understandable.
Includes:
- Chart of accounts setup
- Transaction categorization
- Basic financial reports
- System documentation
Monthly Bookkeeping Support
Ongoing monthly bookkeeping support to keep your finances organized, current, and stress-free.
Ideal for:
Individuals, Businesses and Organizations who need consistent support.
Includes:
- Monthly transaction recording
- Bank reconciliation
- Basic income/expense reports
- Regular check-ins
Not-for-profit Bookkeeping Basics
Accessible bookkeeping support tailored to the needs of grassroots not-for-profits and community organizations.
Ideal for:
Small not-for-profits and community groups that need basic financial organization.
Includes:
- Revenue and expense tracking
- Funder-ready basic reports
- Grant tracking support
- Board-ready summaries
Bookkeeping Catch-Up Support
Get months or years of backlogged bookkeeping organized, sorted, and ready for tax season or review.
Ideal for:
People who are behind on their books and need to catch up without judgment.
Includes:
- Transaction sorting and categorization
- Receipt organization
- Bank reconciliation
- Summary reporting
Bookkeeping that fits your situation
- Individuals and sole proprietors who need their books organized and current
- Small businesses that want reliable, stress-free monthly bookkeeping
- Not-for-profits and community groups needing funder-ready records
- Anyone catching up after months or years behind — without judgment
You do not need to have it all together before asking for support
We have experience helping people navigate challenging situations. Such as people who have:
- Thrown all of their receipts and invoices into shoeboxes.
- Do not understand financial statements or reports.
- Ignored their bookkeeping for months or years.
That is exactly who we are here for. We will meet you where you are, help you understand what you have, and build a path forward — one step at a time.
We have seen a lot. We are here to support you and get things back on track.
We explain everything in clear, simple terms — no jargon.
We work at a speed that feels manageable and sustainable for you.
Community Access Pricing
Cost should never be the reason someone can't get financial support. If our standard pricing isn't sustainable for your circumstances right now, we'll work with you to find a contribution that's sustainable — based on a conversation, not paperwork.
Same care, same service, sliding-scale pricing — your contribution can be reviewed when your situation changes.
Simple steps to financial clarity
Complete the intake form
Tell us a little about your situation — no need to have everything organized first.
We reach out to connect
A team member will contact you within 2–3 business days to discuss your needs.
We assess your situation together
We review what you have, identify what needs attention, and create a clear plan.
We get to work
We begin organizing, sorting, and building your financial clarity — step by step.
You leave with a clear picture
You understand your numbers, have an organized system, and know your next steps.