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Fractional Financial Operations · Charlotte, NC

Financial clarity
for businesses that
can't afford the fog.

Controller-level bookkeeping, financial operations, and wealth management — for medical practices, growing businesses, and organizations with more than one way to earn.

US Federal Govt · NC Mental Health Nonprofit · CA Renewable Energy · SaaS Chicago · Legal Aid · Vascular Surgery Practice
$5M+
Contracts Managed
10+
Years Experience
4
Sectors Served
0
Audit Findings
Budget Managed
$2M+
NAMI NC · Multi-funder
Revenue Recovered
$50K
SaaS · Process optimization
Data Analyzed
4.9M rows
Clean Power Alliance
Controller-level expertise on every engagement
100% audit compliance across all engagements
US Federal Govt · $5M+ contract management
Hybrid-revenue specialist — not just nonprofits
Currently embedded in a Charlotte medical practice
What We Do

Four service lines.
One trusted financial partner.

Sakkara Financial delivers controller-level financial management without the full-time overhead. Whether you need clean monthly books, grant compliance, personal wealth visibility, or real estate accounting — we sit inside your operation and build the systems that let you run with confidence.

01 / 04
Fractional Bookkeeping & Controller Services

Monthly close, AR/AP management, bank reconciliation, payroll coordination, cash flow projections, and board-ready financial reporting. GAAP-compliant. Audit-ready. Built for organizations where accuracy isn't optional.

Retainer from $2,500/mo
02 / 04
Personal Wealth & Real Estate Financial Management

Spending habit tracking, weekly financial reporting, real estate cash flow management, rent roll reconciliation, and vendor coordination. For high-earning professionals who want full visibility over their personal financial picture — not just their business.

Integrated Personal CFO
03 / 04
Grant & Multi-Funder Compliance

Restricted fund tracking, grant financial reporting, audit preparation, and funder communication support. For organizations that have more than one funding source and need every dollar accounted for, reported correctly, and protected from clawback.

Nonprofit + Hybrid Orgs
04 / 04
Financial Data Operations & Systems

Data normalization, process automation, financial system implementation, and operational reporting infrastructure. For organizations whose data is too messy to trust — and whose decisions depend on getting it right. Built in Python, Airtable, QuickBooks, Excel, and Dynamics 365.

Systems + Operations
The Difference

You get the principal.
Every time.

Most firms send a junior associate once the contract is signed. At Sakkara, you work directly with Alex Maranga — the person who managed $5M+ in government contracts, built compliance systems that survived four years of regulatory audits without a single finding, and identified $50K in revenue leakage that no one else had found. That's the person doing your books.

Talk to Alex Directly
Embedded inside a vascular surgery practice — right now
We manage real financial operations for a Charlotte medical practice today — including practice bookkeeping, personal wealth tracking, and real estate accounting.
Hybrid-revenue expertise — not just nonprofits
We specifically serve organizations with more than one income stream. Federal grants plus earned revenue. Practice income plus real estate. Membership dues plus programming fees. Complexity is where we add the most value.
US Department of State pedigree
Financial operations for $50M+ counter-terrorism contracts overseas. If we can manage that level of compliance, accuracy, and pressure — your books will be fine.
Charlotte-based. Carolina-rooted.
Real local relationships. Real community investment. Not a national firm running you through a ticketing system — a financial partner who is invested in the same city you're building in.
Proof of Work

Real engagements.
Real outcomes.

Every engagement listed here is real work delivered by Alex Maranga. No fluff. No filler. The outcome column is what actually changed. Client details are anonymized or used with permission.

NC Mental Health Nonprofit
Nonprofit · Mental Health · North Carolina
"Revealed they were Top 5 nationally — but missing massive growth potential hiding in five years of unanalyzed data."

Managed $2M+ annual budget across multi-funder grant portfolio. Led CIT Program strategic analysis — 2,000+ officers, 4 regional partnerships, 5 years of performance data. Built comparative frameworks against 6 national programs. Delivered board-level reporting with 100% audit compliance across all funding streams.

Renewable Energy Provider
Clean Energy · Public Benefit · California
"Built compliance systems that survived four years of regulatory audits with zero findings — while the organization scaled to 1M+ customers."

Managed month-end close for a $500M+ revenue organization. Analyzed 4.9 million rows of customer payment data to identify geographic patterns in payment distress — supporting a California Utilities Commission customer forgiveness plan. Built 15+ automated reports eliminating 20+ hours of manual work monthly.

SaaS Technology Company
SaaS · Subscription Commerce · Chicago
"Identified $50,000 in revenue leakage by tracing subscription workflows across disconnected systems."

Redesigned a bloated refund process from 90 steps to under 10 using Dynamics 365 and Power Automate. Analyzed data relationships across disconnected systems to surface hidden revenue loss. Delivered scalable operational infrastructure that the team could maintain independently.

Legal Services Nonprofit
Nonprofit · Legal Aid · Southeast
"Transformed years of unstructured case data into a normalized, decision-ready database — with full stakeholder sign-off."

Proposed a 12-week Airtable data normalization engagement — separation of concerns implementation, Python/API transformation scripts, entity relationship modeling, and full data dictionary. Scope: $34,500. Methodology built around operational realities, not theoretical best practices.

Medical Practice & Private Investor
Healthcare · Personal Wealth · Real Estate · Charlotte, NC
"Complete financial visibility — practice, personal wealth, and real estate — in one trusted relationship."

Currently managing practice bookkeeping, personal financial tracking and weekly spending habit reporting via Monarch Money, and real estate business accounting. The physician and leadership team have full financial clarity across all three dimensions of their financial life — on demand, every week.

US Federal Government
Federal Contracts · International Operations
"Managed financial operations for $5M+ in government contracts supporting counter-terrorism operations across the Middle East."

Senior Accountant role managing contract compliance, high-level financial reporting, and operational accountability under pressure in international environments. Required deep understanding of regulatory compliance, international logistics, and financial integrity at scale across $5M+ in active contracts.

Who We Serve

Built for organizations
with more than one revenue stream.

We deliberately serve hybrid-revenue clients — organizations and individuals where financial complexity comes from having multiple income sources, not just one. That's where the risk is highest, and where Sakkara adds the most value.

01
Medical Practices

Practice revenue plus real estate plus personal wealth. Surgeons, specialists, and group practices who need clean books across every dimension of their financial life — not just the billing side.

VascularSurgicalSpecialtyGroup Practice
02
Hybrid Nonprofits

Earned revenue plus grants plus membership dues. Organizations that aren't purely grant-dependent — and need a financial partner who understands the complexity of managing restricted and unrestricted funds simultaneously.

Mental HealthCommunity HealthSocial Enterprise
03
Professional Services

Law firms, consulting practices, and professional associations with membership, event, and service revenue. Growing businesses that have outgrown DIY bookkeeping and need institutional-grade financial management without the full-time hire.

Law FirmsConsultingAssociations
04
Real Estate & Investors

Rental income plus business operations plus personal wealth. Investors and operators who need rent roll management, capital improvement tracking, and consolidated financial visibility across their entire portfolio.

ResidentialCommercialMixed-Use
How It Works

From first conversation
to financial clarity.

01
Discovery Call

We start with your actual numbers and your actual situation — not a sales script. 30 minutes. No obligation. Alex on the call, not a junior associate.

02
Scoped Proposal

A clear proposal built around your specific needs — services, timeline, fixed monthly fee or project rate. No surprises, no hourly billing ambiguity.

03
Onboarding & Build

We get inside your systems, clean what needs cleaning, build what's missing, and establish the cadence that keeps your finances current and accurate — every month.

04
Ongoing Partnership

Monthly deliverables. Regular reviews. Proactive flagging — not reactive fixing. A financial partner who knows your business and helps you make better decisions with better information.

"

Most bookkeepers look at last month. We look at the whole picture — and that changes everything about how you make decisions going forward.

Alex Maranga · Principal Consultant · Sakkara Financial LLC
Common Questions

What clients ask
before they start.

Most clients come to us after outgrowing their current setup — or after realizing their books haven't been telling them the full story. Here's what we hear most. Ask us directly →

What makes Sakkara different from a regular bookkeeper?
A bookkeeper records transactions. Sakkara delivers controller-level financial management — which means we're analyzing what those transactions mean, building reporting that informs decisions, flagging risks before they become problems, and building systems that survive growth. We've managed $50M+ in federal contracts and $500M+ revenue organizations. Your books get that same standard of rigor.
Do you only work with nonprofits?
No — and this is intentional. We specifically target hybrid-revenue clients: medical practices with real estate on the side, professional firms with multiple service lines, organizations that earn revenue AND receive grants. Pure grant-dependent nonprofits are a higher-risk client profile in the current funding environment. We look for financial complexity and multiple income streams, not a specific sector.
What does fractional mean — and is it right for my organization?
Fractional means you get controller-level expertise without the full-time salary, benefits, and overhead. It's right for you if you need more than a bookkeeper but aren't ready — or don't need — a full-time financial hire. Most of our clients are organizations with $500K to $5M in annual budget or revenue who need institutional-grade financial management at a fraction of the cost of a full-time CFO or controller.
Can you manage my personal finances alongside my business?
Yes — and this is one of Sakkara's most valued service lines. We currently manage a physician client's practice bookkeeping, personal spending tracking via Monarch Money (with weekly reports), and their real estate business accounting — all in one integrated relationship. High-earning professionals often need exactly this: one trusted financial partner who sees the full picture.
What systems do you work in?
QuickBooks Online, Bill.com, Gusto, Monarch Money, Airtable, Dynamics 365, Excel/Power Query, Python, and Google Workspace. If you're using something else, we assess quickly and adapt. We build in your environment — we don't force a migration to ours.
How do engagements typically get priced?
Ongoing engagements are fixed monthly retainers — typically $2,500 to $6,000/month depending on scope, complexity, and number of service lines. Project work (data normalization, system implementation, audit prep) is scoped and priced per project. Our standard consulting rate is $95–$125/hour for ad hoc or overflow work. We never surprise you with scope creep charges without a conversation first.
Get in Touch

Ready to see
your full financial
picture clearly?

Tell us about your organization, your current financial setup, and what's not working. Every conversation starts with your actual situation — not a sales script.

We respond within 24 hours — typically same business day
BasedCharlotte, NC · Serving the Carolinas & Remote
EntitySakkara Financial LLC · SOSID 2824500

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