Consulting Services

  • Financial Strategy

    Partnering with leaders making key financial decisions in pursuit their strategic priorities

    • ROI Analysis

    • Connecting strategy & resource allocation

    • Internal cost & revenue sharing models

  • Financial Story Telling

    Creating or strengthening financial communications with a focus on tying dollars to strategy and impact

    • Board of Directors reports

    • Annual financial reports

    • Fundraising materials

  • Planning Cycle Design

    Creating customized annual budgeting and ongoing financial management processes

    • Giving leaders insight into trade-off decisions,

    • Allowing for flexibility to fund innovation

    • Integrating with broader organization strategy

  • Financial Modeling

    Helping organizations identify the resources needed to scale, expand or sharpen their programs

    • Scenario based modeling

    • Multi-year financial projections

    • Fundraising projections