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Our Services: The Liveon Formula for Financial Excellence

At Liveon Group, each service can be hired separately or combined for the most powerful results.
Our integrated workflows, designed and perfected through years of nonprofit finance operations experience, help organizations achieve a level of clarity, compliance, and strategic control that drives long-term sustainability.

Empowering Nonprofits Through Financial Clarity

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Accounting & Financial Operations

We take care of your organization’s financial backbone. From daily bookkeeping to detailed reconciliations, journal entries, and expense tracking, we ensure that every transaction accurately reflects your nonprofit’s activity.
Our process includes accounting system setup, chart of accounts optimization, and restricted fund tracking — so your financial data is organized, audit-ready, and aligned with grant and donor requirements.
Hire this service independently for precise recordkeeping, or combine it with Reporting & Compliance for seamless transparency.

Reporting & Compliance

We transform your numbers into actionable insight.
Our team produces budget vs. actuals, grant reports, financial statements, and audit documentation — all customized to the reporting needs of boards, funders, and oversight agencies.
We also help you stay compliant with Form 990 requirements, donor restrictions, and state grant guidelines.
By integrating this service with Accounting, you gain real-time clarity that empowers better decisions and ensures every report inspires confidence.

Payroll & HR Integration

We connect your people operations to your financial systems for consistency and control.
Our service covers biweekly or monthly payroll processing, benefits coordination, timesheet imports, and payroll journal entries, ensuring that salaries, stipends, and contractor payments are accurately reflected in your books.
We also monitor payroll tax compliance, accruals, and expense allocations — creating a reliable connection between your HR systems and accounting platform.
When combined with Accounting and Reporting, you get a fully synchronized, compliant, and automated workflow.

Strategic Advisory (Fractional CFO Services)

Beyond numbers, we bring insight and direction.
Our CFO-level support includes budget forecasting, cash flow management, scenario planning, and grant strategy alignment, helping nonprofit leaders make informed, mission-driven decisions.
We help you build multi-year forecasts, model new program funding, and prepare financial dashboards for board presentations.
When paired with the other Liveon services, this advisory layer transforms your finance function into a strategic engine for growth and sustainability.

The Liveon Formula — Excellence in Action

Each service brings measurable value on its own, but together they create what we call the Liveon Formula for Financial Excellence — an integrated structure of accounting, reporting, payroll, and strategic planning designed to elevate your nonprofit’s operations.

This system, refined through years of implementation and success at Saga Education, ensures that every process — from data entry to decision-making — is streamlined, accurate, and aligned with your mission’s impact.
It’s not just bookkeeping; it’s a full financial ecosystem built for excellence.

TESTIMONIALS

“Julio has implemented improvements in our financial processes, which have
enabled us to track expenditures with the highest level of accuracy and maintain
transparency in our reporting. His efforts are crucial for maintaining the trust of our
funders and ensuring that we continue to meet the rigorous standards required for
government and foundation support."

ALAN SAFRAN / CEO / SAGA EDUCATION

"While our non-profit focuses on promoting youth development through sports, Julio’s operational support has been just as impactful in driving the organization forward.His
financial advisory has enabled us to secure essential funding, streamline our
operations, and maintain a high level of integrity in our financial reporting, which is vital
for earning the trust of donors and stakeholders.

SERGIO MENEZES / PRESIDENT / U.S. FOOTVOLLEY ASSOCIATION

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