Strategic Consulting for Nonprofits:
Financial Planning and Efficiency
This service is best suited to nonprofits who have mostly up-to-date books but need a partner in taking the next step forward.
Our consulting service is dedicated to empowering nonprofit organizations with the tools and strategies they need to thrive. We specialize in:
Strategic Planning: Collaborate with your team to develop a clear, actionable strategic plan that aligns with your mission and vision, ensuring you remain focused on your core goals.
Data-Based Budget Setting: Utilize data-driven methodologies to create budgets that reflect your organization’s priorities, enabling you to allocate resources effectively and maximize your impact.
Financial Planning: Provide comprehensive financial planning services that encompass revenue forecasting, expense management, and sustainability strategies to ensure long-term financial health.
Efficiency Analysis: Analyze current processes, systems and job descriptions to identify areas for improvement, implementing strategies that enhance operational efficiency and reduce costs.
Board Support: Assist in formalizing expectations for finance committee and treasurer, establish a report review cadence, document / review roles & financial procedures
Our goal is to help your nonprofit achieve its mission through informed decision-making and streamlined operations, allowing you to focus on what matters most: serving your community.
The service frequency depends on your unique business needs and can be carried out one-time, monthly, quarterly, biannually, or yearly.
Starts at $750 / month