Solutions · Decision page

Senior financial leadership, sized to fit your nonprofit.

Three pillars of work, three ways to engage. Pick the level of partnership that matches what your organization actually needs right now.

I · Strategic leadership

II · Reporting & budgets

III · Program economics

Not sure where to start?

Every engagement begins with a free 30-minute discovery call. We listen, look at the pressure points, and recommend the smallest right next step.

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Three pillars of practice

What we actually do.

Strategic financial leadership

Senior judgment in the room when the decision actually happens.

Embedded executive guidance for leadership teams making decisions about growth, compensation, programming, and runway — without the cost of a full-time CFO.

Fractional CFO partnership

Embedded with leadership and the board through real decisions and tradeoffs.

Cash & runway pacing

A live picture of what the organization can sustain and when.

Strategic finance counsel

Quiet, senior input on the calls that change the trajectory.

Reporting & budget clarity

Numbers that read clearly, hold up to scrutiny, and drive action.

Reports your board and leadership can actually read, and budgets that mirror how programs and operations actually run — not last year's spreadsheet.

Monthly leadership reporting

Accurate, readable, tied to the decisions in front of you.

Operating budgets & scenarios

Realistic structure with what-if levers leadership controls.

Financial policies & systems

Reserves, spending authority, approvals, monthly review cadence.

Program economics & funder readiness

Know what works, fund what does, tell the story you can defend.

Program-by-program clarity and funder-facing financial framing that makes the strongest parts of your mission obvious and defensible.

True program cost modeling

What programs really cost — and which ones are sustainable.

Restricted vs. unrestricted clarity

What's actually available for overhead, ops, and growth.

Donor-ready framing

Financial narratives boards and funders trust.

Find your fit

Cleanup, buildout, or ongoing advisory?

Most organizations sit clearly in one of these three. If you're between two, we'll help you pick on the call.

One-time cleanup

Foundation

From $1,500

You're a fit if

You need clarity on a specific decision or a financial picture that's gotten messy.

Budget review and cleanup
Cash & runway snapshot
Program or operating cost analysis
Board-ready framing

Best for: Founder-led orgs needing a sharp, focused reset.

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Most common

Strategic engagement

Buildout

From $3,000

You're a fit if

You're scaling and the financial backbone hasn't caught up.

Budget structure & scenarios
Reporting clarity for board & leadership
Financial process & policy support
Operating model & growth planning

Best for: Growing $500K–$5M orgs ready for real structure.

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Ongoing CFO partnership

Advisory

Custom retainer

You're a fit if

You want senior financial counsel in the room, every month.

Monthly decision-support consulting
Cash planning & pacing
Executive & board prep
High-touch support during growth or transition

Best for: Teams in growth, transition, or higher-stakes funding cycles.

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How engagements run

Calm, structured, decision-first.

Discovery

A free call to understand the picture, the pressure points, and the decisions in front of you.

Diagnose

We assess what's working, what's missing, and recommend the smallest right next step.

Deliver

Reports, budgets, policies, and counsel — sized to your tier and your timeline.

Bring senior financial counsel into the room.

Start with a free discovery meeting. We'll listen, look at where you are, and recommend the most useful next step — Foundation, Buildout, or Advisory.

Book a discovery call