Strategic Support Tailored to Your Objectives
Know Your Numbers.
Strengthen Your Systems.
Build Trust.
Signature Assessment
Financial & Fundraising Health Assessment
$575
An affordable practical review of the financial and fundraising practices that help nonprofits manage resources responsibly, report results accurately and make informed decisions.
Beyond identifying areas to improve, we show organizations how to fix them.
Our Service Portfolio
CFO-level engagement samples:
Account structure and reporting
Grant and restricted fund management and reporting
Processes to accelerate close
Financial policy improvement
Financial content for annual 990 (does not include preparing the 990)
Cost: Hourly or project based on scope of assignment
Project Examples:
Assistance preparing for year-end financial and fundraising reporting
Support to create annual or multi-year strategic plans
Software transition - project management, data preparation, vendor communication
Database management - clean up data, duplicate removal, address updating, consistent formatting of data
Cost: Hourly or project based on scope of assignment
Operations Examples
Strategy to diversify revenue from single source
Develop annual grant calendar
Fundraising case statements for support
Grant writing
Post-award financial controls & reporting
Data-entry
Cost: Hourly or project based on scope of assignment
Begin Your Consultation
Submit the inquiry form to initiate a confidential discussion and explore how these solutions can advance your strategic priorities.