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Advisory Services
Strategic financial guidance to help you navigate growth, manage cash flow, and achieve your mission-driven goals.
FP&A Process Advisory
Moving beyond basic bookkeeping to give you a forward-looking view of your finances.
Our FP&A Services Include:
- 13-Week Cash ForecastingPredict your cash position 90 days out to sync spending with grant cycles and avoid "payroll panic."
- Grant & Restricted Fund TrackingAutomated systems to ensure every donor dollar is tracked, used, and reported correctly.
- Board-Ready StorytellingWe turn QuickBooks data into simple, visual reports that give your board total clarity in minutes.
- Growth Scenario ModelingWe model the financial impact of new hires or program expansions before you commit.
- KPI MonitoringTrack the 3–5 numbers that actually drive your mission, from fundraising ROI to program cost-efficiency.
Service Fee
Custom
Engagements are tailored to your organization's specific needs and timeline.
Budget Planning
Building a realistic financial roadmap that aligns with your strategic goals.
Our Budgeting Services Include:
- Annual Operating BudgetsA realistic "Financial North Star" that ensures your goals are funded and overhead is managed.
- Grant-Specific BudgetingBudgets built to map directly to grant requirements, making year-end reporting effortless.
- Program ProfitabilitySee which programs are self-sustaining and where your limited resources are most effective.
- Monthly Variance TrackingRegular "Budget vs. Actual" reviews to catch overspending before it becomes a year-end crisis.
- Reserve & Policy DesignEstablish "Rainy Day" targets that prove your organization's long-term sustainability to donors.
Service Fee
Custom
Based on the complexity of your programs and funding sources.
Strategic Guidance
High-level financial perspective when you’re facing a crossroad or a crisis.
We advise on:
- Sustainability AssessmentsLong-term financial health checks to ensure your mission can survive shifting economic climates.
- Audit ReadinessWe clean and organize your files so you can sail through external audits with lower fees and less stress.
- Indirect Cost StrategiesHelp navigating the complexities of indirect cost rates to maximize your grant recoveries.
- Crisis & Pivot SupportFinancial guidance when you need to restructure, manage a cash crunch, or pivot your mission.
Service Fee
Custom
Available as a project-based fee or monthly retainer.
Ready to grow with confidence?
Partner with us for the financial insights you need to lead your organization forward.
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