Support that meets you
where you are.
Three ways to work together, each shaped around what your organization actually needs. From one focused project to long-term financial leadership.
Foundation
Financial Setup
Build the operating foundation.
STARTING
$1,500+
BEST FIT
Early-stage nonprofits that need basic financial structure before funding, staffing, or program growth becomes harder to manage.
Common focus
Startup operating budget, basic cash flow model, banking and account structure guidance, spending approval priorities, and funding-readiness roadmap.
Outcome
Leadership leaves with a clearer financial foundation, organized priorities, and a practical next-step plan for early growth.
Strategic Financial Project Support
Solve a defined financial decision.
STARTING
$5,000+
BEST FIT
Organizations preparing for a board decision, funding conversation, program expansion, cash runway question, or urgent financial planning need.
Common focus
Operating budget development, cash runway and scenario analysis, program or initiative cost modeling, board-facing financial packets, and leadership decision memos.
Outcome
Leadership receives a polished financial deliverable that turns uncertainty into a clear planning, reporting, or decision tool.
Strategic
Financial Advisory
Stay clear month to month.
STARTING
$2,500/mo
BEST FIT
Organizations that need a recurring financial rhythm, leadership-level interpretation, and support translating numbers into decisions.
Common focus
Monthly or biweekly advisory meetings, budget-to-actual review, cash flow monitoring, financial priority tracking, board and funder reporting support, and decision guidance.
Outcome
Leadership gains a consistent operating rhythm for reviewing financial priorities, monitoring cash, and making better decisions month to month.
Fractional Financial Operations CFO
Lead financial operations through complexity.
STARTING
$5,000/mo
BEST FIT
Organizations with complex programs, payroll and contractor questions, board expectations, restricted funding, growth pressure, or decisions that require deeper financial leadership.
Common focus
Board-facing reporting, cash runway and reserve strategy, payroll and contractor planning, multi-program budget oversight, internal controls, approval workflows, and financial operations structure.
Outcome
Leadership receives executive-level financial operations support across people, programs, cash, reporting, controls, and long-term sustainability.
Leadership Financial Clarity Workshops
Build understanding across the team.
STARTING
$1,500+
BEST FIT
Leadership teams, staff, or boards that need shared financial language, stronger understanding of financial tradeoffs, and better alignment around sustainability decisions.
Common focus
Nonprofit financial literacy, budget and cash flow education, program cost awareness, restricted funding education, board-ready financial conversations, and customized team training.
Outcome
Teams gain stronger financial confidence, understand how decisions affect sustainability, and align around the priorities that matter most.
