Service Growth Ideas for Consultants and Specialists
Your margin comes from services, not from reselling software. The platform price is fixed and published, you pay nothing to be a partner, and every service on this page is billed at your own rates on top of it. The platform does the mechanics; your hours go into judgment. A consultant who only does setup earns once. A consultant running three of the services below has recurring revenue and a client who renews.
Why recommending the platform is the easy call.
- The client pays $49 a month for AIONP Essentials or $199 a month for AIONP Complete ($499 or $1,999 a year), and a business pays the same for AIOFP Essentials or AIOFP Complete. That is less than one or two of your hours, and it replaces the spreadsheets, shared drives, and disconnected tools you would otherwise be paid to untangle every quarter.
- Annual plans carry a 30-day guarantee on both lines: a first annual payment can be refunded within 30 days, less one month at the monthly rate, once per organization. A client who subscribes on your recommendation is not betting the year on it.
- Both plans include one consultant seat, your seat, with access the client controls tool by tool. You are inside the client's real records, so your work is visible, durable, and easy to hand off. Nothing you build lives on your laptop. The Launch Plan for first-year organizations has no consultant seat; yours opens the day the organization subscribes.
- Both plans include AI drafting in every app, every course and learning module, document branding with the client's letterhead, Word, PDF and spreadsheet export, and every new feature as it ships. There are no per-app add-ons on either plan, so there is never an asterisk to explain.
- Specialist seats let you bring in a bookkeeper, grant writer, or HR specialist scoped to just their tools: up to two on Essentials, unlimited on Complete. Each specialist is one more service line you can offer without doing the work yourself, and the private Partner Directory finds one by specialty and state. Intern seats are unlimited on both plans: an intern drafts, and nothing is saved until someone who can make the change approves it.
- The platform's own paid setup help, Guided Setup and Platform Consulting, is not offered to an organization that works with a Consultant Partner. Setup is your engagement, not a competing line item.
- Every service below produces a record the client can see: a filed document, a generated report, a logged gift, a completed checklist. That is your proof of work and your renewal conversation.
Which plan for which client
AIONP Essentials $49 a month or $499 a year
For all-volunteer and volunteer-led organizations: clubs, young charities, congregations, booster groups, PTOs, associations. Nobody is paid and the money is simple. One owner, three admins, one consultant, up to two specialists, unlimited intern seats, and up to 500 contacts (every member, donor, volunteer and vendor counts once).
The services that fit: bookkeeping-lite and year-end statements, donor and member communications, newsletters and the social media calendar, board rhythm, compliance watch, event, auction and volunteer programs, the website and its .org domain, room rentals and invoicing, funder research in the client's own state, the first annual report.
AIONP Complete $199 a month or $1,999 a year
For organizations that have crossed into staff, grants, government filings beyond the annual return, or casework. One owner, unlimited admins, one consultant, unlimited specialists, unlimited intern seats, unlimited contacts, priority support, and a live onboarding session with a real person. Everything in Essentials plus the heavier machinery.
The services that fit: everything on the Essentials list, plus grant pipeline and proposal work, 990 and exemption filings, HR and handbook work, operations and risk audits, the AI policy package, outcomes measurement, case and attendance reporting for funders, scholarship and grantmaking programs, marketing campaigns, and social media published straight to the client's accounts.
The tell is simple. If nobody is paid and the money is simple, Essentials. The day they hire someone, win a grant, or open case files, they are a Complete organization, and that day they can afford it. Related entities that hold their own EIN (chapters, affiliates, fiscally sponsored projects) are added to the same subscription at half the plan price, and peer organizations in any mix, such as a business and the nonprofit it supports, can share one subscription (the structure is at https://www.allinonenonprofit.com/pricing/multiple-organizations/). Either is a service opportunity of its own for a consultant who serves a family of organizations.
A founder in the first year has a third door. The Launch Plan is six months of AIONP Essentials for a one-time $199, credited toward the first subscription, for an organization formed in the last twelve months or still waiting on its IRS determination; a fiscally sponsored project can enroll on the same footing. It allows one owner, one admin and 250 contacts and has no consultant seat. An organization a consultant introduced is still eligible, and your seat opens the day it subscribes. Pair it with the formation package and funder research below, and the subscription follows.
Services on both plans
Every module in this table is available on AIONP Essentials and AIONP Complete; where one part of a module is AIONP Complete only, the row says so. These are the services to open with, because every client qualifies for them on day one.
| Module | What the platform does | The service you sell | Who needs it |
|---|---|---|---|
| Financial Management | Budget against actuals, a full transaction ledger with CSV import, and a board financial report with an AI treasurer narrative. | Bookkeeping-lite. Record donations, dues, and expenses monthly, reconcile against the bank statement, keep the budget current, and hand the treasurer a finished board report. A monthly retainer. | The organization with a volunteer treasurer who has a day job, or nobody doing it at all. |
| Donor Management | Donor CRM with gifts, batch gift entry, households and soft credit, a major-gift pipeline, and AI-drafted acknowledgment letters from a real record. | Donor stewardship. Log gifts, send acknowledgments within a week, run the year-end tax letters, and work the major-gift pipeline with the board chair. Add a quarterly lapsed-donor review. | Any organization whose thank-you letters go out late, or not at all, and whose donor list lives in a spreadsheet. |
| Membership | Members, levels, renewals, and a Predictions tab that spots members at risk of lapsing. | Renewal management. Run the renewal cycle, chase the at-risk list, clean the roster, and report retention to the board. Natural for associations, clubs, and congregations. | Membership organizations losing members quietly because nobody watches the renewal dates. |
| Contact Manager | One record per person across the whole organization, with every call, email, and meeting logged on a timeline. | Data cleanup and migration. Merge the three spreadsheets into one list, deduplicate, tag, and import. A fixed-fee project that makes every other service possible. | Everyone. Nearly every new client arrives with duplicate and stale records. |
| Fundraising and Development | Annual development plan, events with tickets and check-in, a grants pipeline view, and expected pipeline value. | Annual development plan and event program. Build the year's fundraising calendar, run the signature event's registration and check-in, and close the loop with follow-up after each event. | Organizations that raise money by habit rather than by plan, and boards that ask "what is the fundraising plan?" every year. |
| Volunteer Management | Volunteer database, shifts, logged hours, and a Predictions tab for who is drifting away. | Volunteer program buildout. Roles, shift scheduling, hour tracking for the annual report and grant applications, and appreciation on a calendar. | Organizations that run on volunteers and cannot say how many hours were given last year. |
| Board Management | Roster, terms, officers, attendance, AI-drafted agendas, and minutes drafted from a Zoom or Google Meet transcript or recording, then approved, signed and filed. | Board packet service. Agenda, minutes, resolutions, and a board packet before every meeting, generated with the client's letterhead. Add term tracking and officer succession. | Boards with no secretary, minutes in an inbox, and terms nobody can state. |
| Committees | Committee charters and agendas. | Committee standup. Charter the finance, governance, and fundraising committees and set their meeting rhythm. Usually sold alongside the board packet service. | Boards where the whole board does everything and nothing gets finished. |
| Board Officers | Role-by-role guides, onboarding kits, role agreements, and transition plans for the President, Vice President, Secretary, and Treasurer. | Officer onboarding and transition. A fixed-fee engagement every time an officer changes, and an annual officer orientation. | Any organization at election time, and every organization whose treasurer just resigned. |
| Board Handbook | A complete board handbook built from sample content. | Board handbook project. Tailor and deliver the handbook, then keep it current annually. Often bundled with new director orientation. | Boards that have never given a new director anything to read. |
| Compliance Tracker | Every federal and state filing deadline, a Predictions tab for filings at risk, and a compliance plan. | Compliance watch. Own the calendar so charity registration renewals, the annual return, and state corporate reports actually get filed. Missing one can cost the client its exemption; preventing that is worth real money. | Every organization. Most nonprofits do not know what their state requires. |
| Document Library | One secure place for every document, with version history, approvals, and electronic signature with a name, date, and IP audit trail. | Records organization. Collect the determination letter, bylaws, minutes, policies, and insurance certificates into a clean folder structure, then run approvals and signatures through it. The records the client could not produce during onboarding are the sales list for policy work. | Organizations whose paper trail is spread across three laptops and a church office. |
| Forms | Build a form once and share one link; responses in one place and a summary report that writes itself. | Intake and registration forms. Volunteer applications, event registration, program intake, membership applications, surveys. A small fixed fee per form, plus the summary reporting. | Organizations still collecting sign-ups by email and paper. |
| Annual Report | A guided annual report wizard with an AI-drafted letter from leadership and a finished export. | Annual report production. One project a year, every year, with the financials and program story pulled from the platform. | Organizations that have never published one, and funders who ask for one. |
| Technology and Digital Services | A technology playbook from website to security, a Website Builder for a one-page site, and an AI-drafted tech plan. | Website and giving. The website audit points at problems; the Website app and the giving tools fix them. "Your website raised nothing last year" is a strong opener. Add a basic security and password review. | Organizations with a website nobody has touched since it was built. |
| Nonprofit Formation | State-by-state incorporation and 501(c)(3) checklist with ready-to-file bylaws and a conflict-of-interest policy. | Formation package. Walk a new organization from idea to exemption application, and set them up on the platform on day one so the records start clean. The client that begins here stays. | Founders starting a nonprofit, and clubs or associations that were never formally organized. |
| Reports (your Workspace) | The client report generator builds monthly, quarterly, and annual reports from platform data as Word and PowerPoint, for every organization you are attached to. | Reporting package. The platform builds the report; you review, annotate with recommendations, and present to the board. The single easiest recurring service to sell, because the client sees it every month. | Every client. This is the service that keeps you in the room. |
| New since the September 5 version | |||
| Financial Management: Statements | The three statements funders, auditors and the Form 990 ask for, drawn from the ledger: functional expenses, activities with and without donor restrictions, and a cash-basis balance sheet tied to the reconciled bank balance. Bank file and payroll report import, bank reconciliation, Form 1099 payees, mileage, and a QuickBooks connection and export. | Monthly close and year-end statements. Reconcile every month, set the functional expense split once with the treasurer, and deliver the three statements at year end with notes for the board, the auditor, or the 990 preparer. The natural step up from bookkeeping-lite. | Organizations whose funder or auditor has started asking for a statement of functional expenses. |
| Find Grants (Grant Management) | On AIONP Essentials and the Launch Plan: the foundation index for the client's own state, built from foundations' Form 990-PF filings, the top twenty five by what they give each year with a fit score, each funder's filings, and Add to contacts. Every state, federal opportunities, and proposal work are AIONP Complete. | Funder prospect research. A fixed-fee prospect list: read each funder's filings, rank the real fits, add them to Contact Manager, and write the approach plan. When the client is ready to apply, the proposal work is the Complete engagement below. | Young organizations and Essentials clients asking "who would fund us?" before they can afford a grant writer. |
| Website | A hosted site of up to 10 pages with news, photos and videos, events, donate and join blocks, and newsletter signup, or one line of code that adds events, news, a store, or a signup to a site the client already has. On AIONP Essentials and AIONP Complete, one .org registered in the organization's name, paid and renewed by the platform while it subscribes. | Website build and launch. Register the .org, build the pages, connect giving and join, then keep news and events current on a monthly retainer. The domain and every page stay the client's, which makes the recommendation easy to stand behind. | Organizations with no website, or a site nobody can edit since the volunteer who built it moved on. |
| Newsletters | Write a newsletter, choose who receives it from the people already in the organization, send it, and keep the history. Signups from the website land here too. | Newsletter production. Write and send the monthly or quarterly newsletter from the client's own stories and calendar, on a small retainer. | Organizations that mean to stay in touch with members and donors and never get the newsletter out. |
| Social Media | One calendar for every network with the organization's events beside the posts, AI drafting in the organization's voice, a media library, templates and hashtags, and campaigns tied to an event or an appeal. Nothing posts without an owner's or Admin's approval. Publishing and scheduling to connected accounts are AIONP Complete; on Essentials the approved post is copied and posted by hand. | Social media management. Plan the month, draft the posts, get them approved inside the platform, and publish them (or hand over ready-to-post copy on Essentials). A social media freelancer fits a Specialist seat. | Organizations that post when someone remembers to. |
| Fundraising and Development: events and campaigns | Online and hybrid silent auctions with no fee on bids, QR bid sheets, and one pay link per winner; sponsorship levels sold from the event page; raffle records; a store; and Giving Tuesday and Year-End playbooks that write about thirty-six dated tasks to the owner's list. | Event night and campaign management. Run the auction or gala from item intake to winner checkout, sell the sponsorship levels, and run Giving Tuesday and the year-end appeal from the playbook's dated plan. A per-event fee or a seasonal retainer. | Organizations with one big event a year, and boards that want Giving Tuesday to be more than one email. |
| Spaces & Rentals and Invoicing | Rooms by the hour and offices, desks, and virtual offices by the month, on one schedule with no double bookings, an online booking page, and rent billed monthly. Invoicing writes and sends any invoice, takes card payment through the organization's own Stripe account, and books every payment in Financial Management. | Facility rental and earned revenue setup. Set the rates and rules, publish the booking page, move existing renters onto monthly billing, and review collections each month. | Congregations, community centers, and arts organizations renting a hall, a studio, or offices from a paper calendar. |
| Speaking Engagements | Every talk, panel, workshop, and podcast from request to follow-up, a public Request a speaker page, topics and bios in one place, fees invoiced, and the gifts and leads each talk brought in. | Speakers bureau. Package the leader's topics and bio, run the request page and the calendar, and show the board which talks paid for themselves. | Organizations whose founder or executive director is asked to speak and never tracks what came of it. |
| Volunteer Management: screening | What the organization requires of a volunteer and a per-person onboarding checklist; background checks by state with each check's official source and fee; ordering through a vendor (Checkr with the client's own key, or any vendor by hand); notices 60 and 30 days before a screening expires; and QR code check-in with hours approved in one step. | Volunteer screening and onboarding program. Write the screening policy, set the requirements, order the checks, and run the renewal calendar, then train the coordinator on check-in. Readiness stays advisory: the coordinator decides. | Youth-serving organizations, and any organization whose insurer has asked how volunteers are screened. |
| Contact Manager, Partners | A Partnership panel on every organization contact: what they give and get, who owns the relationship, the agreement and its renewal, and the year together rolled up from sponsorships, gifts, volunteer days, referrals, and talks. A review lists renewals due and partners nobody has called in 120 days, and a year-end thank-you is prepared for each active partner. | Partnership management. Map the client's community and corporate partners, run the quarterly partnership review, and renew last year's sponsors before the event. | Organizations that depend on congregations, schools, businesses, or agencies and keep those relationships in one person's head. |
| Project Management | Every job with several steps: tasks with a person and a date, My tasks, templates dated back from a target date, a Getting Started setup project that ticks itself, and a progress report on letterhead for the board packet or a link the board opens without signing in. | Implementation and project management. Run the client's onboarding as a project the board can watch, then run the gala, the 990, the grant, or the board recruitment the same way. The progress report is your status meeting. | Every new client, and every organization whose big jobs stall between meetings. |
| Business Plan | A strategic and business plan filled in from the organization's own records, AI drafting for each section, three or five years of projections with cash flow and break-even, the plan against the real books, and a Word file on letterhead. | Strategic and business planning. Facilitate the planning retreat, then deliver the written plan for the board, a funder, or a lender, with a version for each reader. | Organizations applying for a loan or a capacity grant, and boards whose strategic plan is five years old. |
| Training | Training modules from a video and a completion check, assigned to the board, volunteers, or everyone, renewed annually or required before an event, with certificates filed in the Document Library and lessons on each member's page. Client training loads from your Hub. | Board and volunteer training program. Build the orientation, the annual policy acknowledgments, and the role training, then keep completion current before each event and each board year. | Organizations that must show a funder or an insurer who was trained, and when. |
| Waiting for you, Today and My list | One list of everything that needs a person, worst first, with prepared drafts (thank-you letters for unthanked gifts, board term notices, grant report drafts, and Form 990 figures) that go out only when someone presses Send. Today shows each member's next meeting and next steps, My list holds their own dated items, and the owner or an Admin can assign an item to someone. | Weekly operations hour. Sit with the executive director or board chair for one standing hour a week, clear the list, send the prepared drafts, and assign the rest with dates. The easiest retainer to explain, because the list shows the client what got done. | Leaders who know things are slipping and cannot say which ones. |
| Your AI Assistant and the AI connector | On every nonprofit plan, your AI Assistant answers questions from the guides, lists what is due, and creates draft records (an event, a meeting with its agenda, a volunteer shift, a gift, thank-you letters), each shown as a plan first, changed only on Confirm, and with Undo. On AIONP Essentials and AIONP Complete, the AI connector lets staff ask their own Claude or ChatGPT about the organization's records, look-up only, once the owner turns it on. | AI adoption coaching. Turn the tools on, train staff and the board on what to ask and what always stays with a person, and pair it with the AI policy package on Complete. | Leaders who are curious about AI and worried about getting it wrong. |
| API keys and webhooks | On AIONP Essentials and AIONP Complete (not the Launch Plan), an owner or Admin creates a key that does only what is ticked and can be revoked at once; webhooks send a signed message when a donor, gift, contact, or case record changes. | Integration setup. Connect the client's other systems or an automation tool, one key per system with only the permissions it needs, and review the keys each quarter. A custom integration is a scoped project of its own. | Organizations running a separate CRM, form tool, or accounting system they are not ready to leave. |
| Fiscal sponsorship (My Organization) | Choose Fiscally sponsored on My Organization and enter the sponsor and its EIN: every receipt and thank-you letter names the sponsor as the donee, the Compliance Tracker shows that the sponsor files the 990, Find Grants checks the sponsor's IRS record, and the sponsor fields clear themselves when the project's own determination letter arrives. | Fiscal sponsorship setup. Set the project up correctly from day one, check its receipts and donor letters, and manage the move to its own exemption. A sponsor carrying several projects can give each one its own organization at half the plan price. | Sponsored projects, and the sponsors who carry them. |
Also on both plans, and worth using as door openers: the Credibility Checklist and the Board Self-Assessment. They cost the client nothing, they take an hour, and each one produces a list of gaps that is, in effect, your proposal.
Services on AIONP Complete
These modules open on AIONP Complete only. They exist because of staff, grants, government filings, and casework, which is exactly where consulting engagements get larger. A client who needs any one of these has usually just gained the budget to pay for it.
| Module | What the platform does | The service you sell | Who needs it |
|---|---|---|---|
| Grant Management | Grants end to end: Find Grants in every state against an index of foundations and their historical giving, who already funds work like the client's, and federal opportunities through Grants.gov; a Proposal Wizard with AI-drafted sections, a funder-fit Predictions tab, awards, and closeout. | Grant pipeline setup, then grant writing. Set up the calendar around the client's real programs with the first three prospects researched, then write and submit at a per-proposal or retainer fee. Bring a grant-writing specialist on a Specialist seat if it is not your trade. | Any organization that has won, or wants to win, its first grant. The largest engagement on this page. |
| IRS Forms Assistant | Form 1023, Form 1024, and the annual Form 990 series, with AI-drafted narrative sections. Fill from Financial Management puts the year's expenses on Form 990 Part IX. | Annual filing preparation and exemption applications. Organize the year's records so the 990 is an assembly job instead of an archaeology dig, and prepare the 1023 for new organizations. Licensed preparers sign; consultants without a license prepare and coordinate. | Organizations filing a full 990 or 990-EZ for the first time, and founders applying for exemption. |
| HR Management | Policies, the employee handbook, offer letters, and job descriptions drafted with AI. | First-hire package. Job description, offer letter, handbook, and the policy set an organization needs the week it makes its first hire. Then an annual handbook review. Bring an HR specialist on a Specialist seat. | The organization hiring its first paid staff member, which is the exact moment it moves to Complete. |
| Executive Director | A toolkit for the executive director: First 90 Days plan, annual work plan, and an AI-drafted board report. | New executive director onboarding and coaching. A 90-day engagement with the new ED, then a monthly board-report review. Also fits a founder stepping into the role for the first time. | Organizations hiring or promoting their first executive director. |
| Operations Audit | Scores operations across every area, shows the weakest in Predictions, and generates an improvement action plan. | Operations assessment. A fixed-fee audit with a written action plan, followed by fixed-fee projects to close each gap. The audit sells the projects. | Organizations that grew faster than their systems, and boards that sense something is off but cannot name it. |
| Risk Management and Insurance Audit | A risk register, an insurance plan, coverage-gap review, a board-ready risk report, and a Find Insurance directory of insurers, programs, and brokers by state. | Risk and insurance review. Annual risk register with a board presentation, and a coverage-gap memo the client takes to its broker. Pairs with D&O and general liability conversations. | Organizations that run events, serve vulnerable people, or have never read their own policy. |
| Document Retention and Security | A records-retention schedule and a data-security policy, tailored and board-ready. | Policy package. Retention schedule, data-security policy, conflict-of-interest and whistleblower policies, adopted by board resolution and filed in the Document Library. These are the policies the Form 990 asks about by name. | Any organization answering "no" on the 990 governance questions, and any grant-ready assessment that found gaps. |
| Impact and Outcomes | Program indicators and data, with Predictions on which outcomes are on pace for their annual targets. | Outcomes measurement. Define the indicators funders ask for, set up the data collection, and produce the quarterly outcomes report that goes into every proposal and the annual report. | Organizations that have grants and cannot yet prove what the money did. |
| Case Management | The people served, open cases, dated case notes, and a service log filtered by funder and exported for grant reports. Held tighter than every other app. | Case system setup and funder reporting. Configure the case types and service log around the client's programs and funders, train the staff, and produce the funder report each quarter. Keep your own access to what the client ticks. | Human-service organizations reporting units of service to a funder from a paper file. |
| Scholarship Management | Applications scored against a rubric, with a ranked shortlist in Predictions. | Scholarship program administration. Set up the application, rubric, and committee review, then run the cycle each year: intake, scoring, awards, and the compliance record. | Foundations, community organizations, and associations that give scholarships from a spreadsheet and an email inbox. |
| Marketing Management | Campaigns and appeals with a Campaign Kit and AI-drafted messaging, and Growth Channels, which puts paid ads and free local listings in order, with the Google Ad Grants checklists and a monthly results tracker. Social posts now live in the Social Media app. | Campaign management. Year-end appeal, giving day, and program launch campaigns, planned and executed on a calendar, with the Ad Grants work and the monthly channel results. A specialist seat fits a communications freelancer. | Organizations whose year-end appeal is one email sent on December 30. |
| AI Workflow Automation | A library of ready-to-use document and email templates that AI tailors from a few fields. | Communications and policy drafting on retainer. The templates cut drafting time to minutes, so a small monthly retainer covers the letters, policies, and messages a client would otherwise never get around to. | Organizations with no staff writer and a backlog of "we should really send something about that." |
| Name Change | A guided assistant for the IRS, state, and bank steps of a legal name change, with notification letters. | Rebrand and name-change project. One fixed-fee project, usually combined with website, marketing, and Document Library updates. | Organizations rebranding or merging. |
| New since the September 5 version | |||
| Case Management, Attendance | Groups with a program, a funder, and a weekly schedule; one-tap attendance and a self check-in screen on a tablet at the door; every present mark logged as service hours under the group's program and funder; an attendance report; and Impact and Outcomes measures fed from attendance. | Attendance program setup and reporting. Set up the groups and the check-in tablet, train the staff, and produce the attendance and hours report each funder asks for. | Afterschool, tutoring, and class programs still counting attendance on paper. |
| Scholarship Management: grantmaking | For an organization that gives grants: organization applicants with an EIN and any fiscal sponsor, scoring by several reviewers with declared conflicts left out of the average, a payment schedule and conditions on each award, and a Grantee Reports page of what each grantee owes, worst first. | Grantmaking program administration. Design the application and the rubric, run the review cycle, and chase the grantee reports. | Community foundations, giving circles, and family foundations running grants from email. |
| Document Retention and Security: AI policies | An AI Acceptable Use Policy measured against the AI policy template NTEN publishes for nonprofits (principles, two tiers of information, a rule for each everyday use, training, and a way to report a problem), and a Third-Party and AI Vendor Vetting Policy. | AI policy package. Tailor both policies, take them to the board for adoption, file them in the Document Library, and review them each year. | Organizations already using AI tools with no written rules, and funders who have started to ask. |
Packages that sell themselves
Consultants who price by the hour sell hours; consultants who price by the package sell outcomes. Two starting points, each built only from modules the client already pays for. You set your own fees; the platform never discounts and never sets your rates. Build each package first in the sample nonprofit and sample business clients set up under your sign-in when you sign the Partner Agreement, and show it there before you touch a client's records.
Essentials clients The "keep the lights on" retainer
- Weekly: one operations hour on Waiting for you, sending the prepared drafts and assigning the rest.
- Monthly: bookkeeping-lite and the month's close in Financial Management, gift acknowledgments in Donor Management, the newsletter and the social media calendar, and the monthly report from your Workspace.
- Quarterly: compliance calendar review, board packet for the quarterly meeting, lapsed-donor and at-risk-member review, volunteer screening renewals, partnership review.
- Annually: annual report, year-end statements, officer transitions, board handbook refresh, website and giving audit, Giving Tuesday and the year-end appeal from the playbook, the auction or gala.
Project add-ons: data cleanup and migration, records organization, event program buildout, formation package, funder prospect research, website build and .org domain, facility rental setup, fiscal sponsorship setup, implementation run in Project Management.
Complete clients The "back office" retainer
- Everything in the Essentials retainer, plus a monthly grant pipeline review, one proposal in progress at all times, and social posts published straight to the client's accounts.
- Quarterly: funder outcomes, service-log, and attendance reports, HR policy review, risk register update.
- Annually: 990 preparation, operations audit with action plan, policy package and AI policy review, scholarship, grantmaking, or campaign cycle.
Project add-ons: first-hire package, new ED onboarding, case system setup, attendance program setup, grantmaking program setup, AI policy package, name-change project. Bring specialists on Specialist seats for grants, HR, social media, and communications.
The upgrade conversation, done honestly
You never need to push a client from Essentials to Complete. Growth does it for you. The first paid hire lands in HR Management; the first grant award lands in Grant Management; the first filing beyond the annual return lands in the IRS Forms Assistant; the first case file lands in Case Management. Each arrives on the day the client can newly afford $199 a month, and each opens a larger engagement for you than anything on the Essentials list. When a client asks, say it plainly: "You have just crossed the line the plans are built around, and the tools you now need are on the other side of it." Records all carry over; nothing is re-entered.
Business clients on All In One For Profit
The same platform serves businesses at https://www.allinoneforprofit.com/, in business words throughout: customers instead of donors, client services instead of cases, the Owner's Desk instead of the executive director's toolkit. The Consultant Partner Program covers both lines on the same terms (https://www.allinoneforprofit.com/partners/). There is no Launch Plan on the business line, and the 30-day guarantee on a first annual payment applies to both plans. Prices and plan contents are as published at https://www.allinoneforprofit.com/pricing/.
AIOFP Essentials $49 a month or $499 a year
For a business the owner runs with a few people: Customers, Subscriptions, Invoicing, Financial Management with payroll and labor allocation, Spaces & Rentals, Events, Speaking Engagements, Contact Manager, Forms, Newsletters, Social Media planning and approval, the website and store, Document Library, Project Management, Business Plan, Teams, Training, Calendar, and Technology. Up to three admins, one consultant, two specialists, unlimited intern seats, and up to 500 contacts.
The services that fit: bookkeeping, billing and collections, customer follow-up, the website, newsletter and social calendar, ticketed events and space rentals, and the business plan for a lender.
AIOFP Complete $199 a month or $1,999 a year
Everything in Essentials, plus Client Services, HR Management, Marketing Management, Operations Audit, Risk Management, Document Retention, AI Workflow Automation, the Owner's Desk, Retirement Plan Tracking, and Social Media posting and scheduling to connected accounts. No cap on admins, specialists, or contacts, one consultant, and unlimited intern seats.
The services that fit: everything on the Essentials list, plus the first hire and the handbook, client files for a practice, the monthly owner's review, operations and risk reviews, retirement plan reviews for an advisory practice, local marketing, and social posts published for the owner.
The tell for a business: if the owner and a few people do the work and the books are the main worry, Essentials. The day the business takes on employees to manage, keeps client files, or wants its posts published for it, it is a Complete business. A business and the nonprofit it supports can share one subscription, as described above.
| Module | What the platform does | The service you sell | Who needs it |
|---|---|---|---|
| Financial Management and Invoicing Both plans | A business chart of accounts (an owner's draw is not an expense), bank file and payroll import, mileage at the IRS rate, Form 1099 payees, a QuickBooks Online connection, and an accounting export for QuickBooks Online, Xero, or Aplos. Invoicing takes card payment through the business's own Stripe account or PayPal, works out sales tax with Stripe Tax, sends reminders and receipts, and books every payment. | Bookkeeping, billing, and collections. Keep the books monthly, run the invoice cycle, chase what is past due from the prepared reminders, and hand the owner a month-end summary. A bookkeeper fits the consultant seat or a Specialist seat. | Owners doing their own books on a Sunday night. |
| Customers and Subscriptions Both plans | Customer records with payment history and recurring payments, and prepared drafts on Waiting for you: a reminder for each overdue invoice, a renewal notice inside thirty days, a follow-up for a proposal out a week, and a thank-you for each payment. | Customer follow-up on retainer. Work the prepared drafts each week, keep the customer list clean, and report renewals and lapsed customers monthly. | Service businesses with recurring clients and nobody watching renewals. |
| Events, Spaces & Rentals, Speaking Both plans | Ticketed workshops, mixers, and paid classes with discount codes and check-in; repeating sessions booked by the time slot; rooms and offices rented on one schedule; and talks tracked to the leads they bring. | Events and space revenue. Set up the ticketed calendar or the booking schedule, publish the pages, and report what each event or room earned. | Studios, coworking spaces, trainers, and practices that sell time. |
| Website, Newsletters, Social Media Both plans | The hosted website and store, newsletters to the business's own list, and the social calendar with AI drafts and approval. Posting and scheduling to connected accounts are AIOFP Complete. | Online presence package. Build the site, run the newsletter and the social calendar each month, and publish for the owner on Complete. | Businesses whose website and social accounts were set up once and left. |
| Business Plan and Project Management Both plans | A business plan filled in from the business's own records, with three or five years of projections, cash flow, break-even, debt service coverage for a loan, three scenarios, and a Word file on letterhead; Project Management for every job with several steps. | Lender-ready business plan, then delivery. Write the plan for the bank or the investor, then run the work it promises as projects the owner can watch. | Owners applying for a loan or raising money. |
| Client Services Complete | Client files, sessions, and notes for counselors and other practices, held tighter than every other app. It holds no protected health information and signs no business associate agreement. | Practice setup. Configure the services and session logs, move scheduling and payments in, and keep clinical records in the clinical system where they belong. | Counselors, coaches, and other practices that keep client notes. |
| HR Management and the Owner's Desk Complete | Policies, the handbook, offer letters, and job descriptions drafted with AI, employee records limited to the owner and the Admins the owner chooses, and background checks by state. The Owner's Desk opens with the month's results: money in, invoices paid and past due, projects completed, and new customers, each beside the month before. | First-hire package and a monthly owner's review. Set the first employee up correctly, then walk through the Owner's Desk with the owner each month. | A business making its first hire, and owners who want one number-driven hour a month. |
| Operations Audit, Risk, Document Retention Complete | Operations scored across every area with an action plan, a risk register and insurance review, and records-retention, data-security, and AI use policies. | Operations and risk review. An annual fixed-fee review with the action plan and the policy set. | Businesses that grew faster than their systems. |
| Retirement Plan Tracking Complete | One page per client for an advisor who helps clients plan for retirement: accounts, beneficiaries and when they were last confirmed, agreed contributions, the ages that matter for each birth year, and reviews held, with a dashboard of what is waiting. No balances and no full account numbers. The business can hand its consultant the pen. | Retirement plan review support. Run the review calendar and the beneficiary confirmations for the advisor's book of clients. | Financial advisory and planning practices. |
| Marketing Management Complete | Promotions and campaigns with AI-drafted messaging, and Growth Channels, which puts Google Search ads, Local Services Ads, Facebook and Instagram, and free listings such as Google Business Profile in order, with a monthly results tracker. | Local marketing management. Run the promotions calendar, the Google Business Profile, and the ad channels, and report results monthly. | Local service businesses that depend on being found. |
The packages above carry over in shape. A business Essentials retainer is the books, billing, the customer follow-up, and the website and social calendar; a business Complete retainer adds HR, the monthly Owner's Desk review, and posts published for the owner.
The rhythm that makes it stick
The quarterly account review is the sales motion. Every review ends with one concrete improvement suggested: data current, deadlines ahead, users correct, one next step. Some suggestions are free advice; some are the next project. A consultant who treats the quarterly review as a billable-work generator keeps the client, and the consultant seat with it. Between reviews, the Consultant Hub shows what needs attention across every client, worst first, and each client's Waiting for you list holds the prepared drafts that become the week's work. The platform records your activity in each client's organization, and that record is your proof of work.
IN PLAIN LANGUAGE
Setup gets the client onto the platform. Services keep you paid and the client served. The quarterly review is where the next service gets sold. Essentials clients buy the everyday services; Complete clients buy the ones that come with staff, grants, filings, and casework. Business clients on All In One For Profit follow the same pattern. Either way, the platform price is the smallest number in the conversation.