STRATEGIC FINANCIAL INSIGHTS TO SUPPORT YOUR NONPROFIT LEADERSHIP
Our nonprofit financial advisory service provides strategic financial support to organizations with existing accounting systems, delivering forward-looking insights to guide decisions and governance. We partner with your executive team to translate your mission into measurable results and offer strategic planning experience to help you build a resilient, scalable organization.
Our financial advisory service is for your nonprofit organization if…
You are located within the United States and need financial leadership to handle complex issues.
You are a 501(c)(3) or a 501(c)(6) nonprofit organization.
Your organization has annual gross revenue of $1 million or more.
WHAT’S INCLUDED?
Advanced Financial Management & Compliance
Grant budgeting, compliance, and financial reporting
Multi-year financial projections and cash flow management
Audit Preparation Assistance
Federal single audit and standard audit preparation
Coordination with external CPA and audit firms
Strategic Financial Leadership
Collaborative Meetings with Boards and Committees
Board financial education and training sessions
Organizational Growth & Sustainability
Executive leadership and succession planning support
Crisis management and financial risk mitigation
