Connecting the head to the heart.

We believe strategic financial leadership is not just about numbers—it's about aligning your financial practices, processes, plans, and people with your organization’s mission. Our goal is to help nonprofits bridge the gap between sound financial strategy and purpose-driven impact.

We partner with you to translate financial data into meaningful insights that guide mission-critical decisions, ensuring that your resources are maximized for long-term success. Our approach combines technical expertise with a deep understanding of the unique challenges nonprofits face, empowering you to not only achieve your goals but to make a lasting difference in the communities you serve.

SERVICES

Cost Analysis

A rigorous, detailed, and custom financial assessment that focuses on understanding and stewarding the costs that deliver impact.

A cost analysis gives you the understanding needed to develop pricing strategies, maximize organizational efficiency, and deliver the greatest possible impact with the resources you have available.

- Cost Analysis Workbook
  - Full allocation of organization costs into activity areas.
  - Direct, Indirect, and Overhead cost segmentation by program
  - Direct and fully loaded unit costs
  - Tables and charts for use in external presentation and communication
  - Dynamic functionality allowing for ongoing use by organization leadership
- Cost Analysis Summary
  - Analysis report describing methodology and process
  - Highlights key results and insights
  - Provides recommendations for further analysis and next steps for the organization

Financial Modeling

A long-term financial model that integrates your current financial reality with your growth trajectory, developing an actionable set of projections and a dynamic tool for scenario analysis to inform strategic decision making.

A robust financial model gives you the insight you need to anticipate future costs, staffing needs, product or program volume, and the resources required for key investments in your organization’s growth. With this knowledge, you can create plans to fundraise, develop a revenue strategy, and allocate your resources for maximum, sustainable long-term impact.

Financial Review and Assessment (3-6 months, depending on complexity)
Our team will:
- Evaluate key financial metrics,
- Assess risk factors
- Identify opportunities for growth and improvement.
- You'll receive detailed reports on cash flow management, revenue streams, expense management, and long-term financial viability, along with actionable insights to enhance your organization’s financial stability.
- Help you navigate financial complexities and ensure your mission’s success with clarity and confidence.

Fractional CFO Services

Financial Assessment

A comprehensive analysis of an Nonprofit’s financial health, performance, and sustainability.

A financial review will help you understand the strengths and gaps in your financial capacity and practices, and make plans to address the areas where your organization can improve.

Experience the flexibility and expertise of just-in-time Fractional CFO Services, designed to provide your nonprofit with high-level financial leadership precisely when you need it. Whether you’re navigating a period of rapid growth, preparing for a major grant application, or facing a complex financial challenge, our seasoned CFOs offer strategic guidance without the full-time cost. With our support, you can access critical insights, streamline budgeting and forecasting, improve cash flow management, and enhance financial strategy—all on a schedule that fits your needs. Get the right expertise at the right time, allowing you to focus on driving your mission forward with confidence.

- Financial Model Development:
  - Creates an annual cost model detailing personnel and non-personnel expenses with the ability to adjust for variable costs.
- Product and Cost Tools
  - Designs a product and service cost tool translating the cost model into per-unit costs.
- Revenue and Pricing Models:
  - Establishes a revenue model to identify different revenue types and match annual expenses.
  - Develops a pricing model that captures variable sales and revenue assumptions, allowing for pricing adjustments based on different scenarios.
- Multi-Year Financial Plan:
  - Combines cost and revenue models with growth assumptions to create an approachable but
- Sophisticated multi-year financial plan summary.
- Quality Assurance:
  - Ensures all formulas and dependencies are accurate through documented QA processes.
- User-Friendly Documentation:
  - Provides clear instructions and documentation for staff to use the deliverables effectively, including a glossary and explanation of dependencies.
- Collaboration and Iteration:
  - We work closely with Key Stakeholders throughout the length of the project, providing iterative and tailored support.