Services

We streamline financial operations and deliver insights to empower organizations to make confident, data-driven decisions.

Strategic Financial Leadership

Gain clarity, confidence, and control at the leadership level

Fractional CFO services Expert financial guidance without the overhead of a full-time hire
CEO Consulting Strategic support to enable executive leaders navigate complex financial challenges and drive sustainable growth
Board Advisory Enhancement of your board's financial oversight and strategic planning capabilities

Growing organizations need sophisticated financial leadership but may not be ready for a full-time CFO. We provide the same rigor and insight as larger companies, helping you make informed, forward-looking decisions.

Proactive Financial Planning

Plan ahead with data-backed strategies

Budgeting and Forecasting Realistic and adaptable financial roadmaps that align with your strategic objectives and operational realities
Financial Modeling Dynamic models that clearly illustrate the impact of strategic decisions and growth initiatives
Scenario Analysis Exploration of various financial outcomes to prepare for alternative outcomes

Too many nonprofits base their plans on historical performance alone or struggle with funding uncertainties. We help you move beyond reactive planning by creating robust financial strategies that prepare you for what's ahead—enabling you to plan strategically for both opportunities and potential challenges.

Core Financial Operations

Achieve process improvement and reliable financials

Bookkeeping Efficient and accurate and up-to-date financial records
Accounting Reliable, repeatable processes that ensure compliance and support informed decision-making
Audit Preparation Streamlined audit process for a smoother, less stressful experience

Many organizations struggle with disorganized financial records, unclear reporting, or stressful audit experiences. We bring structure, accuracy, and peace of mind to your financial operations, creating systems that work seamlessly behind the scenes.

Data and Insights

Transform numbers into strategic intelligence

Planning Tools Implementing tools that simplify financial planning, tracking and performance monitoring
Data Visualization Presentation of complex financial information through clear, intuitive visual formats that tell your organization's story
Custom Dashboards: Building tailored dashboards that highlight your most critical performance indicators and trends.

Organizations often collect extensive data but struggle to translate it into actionable insights. We help your leadership team cut through the complexity with clear dashboards and strategic analysis that drive meaningful action and measurable results.

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