Services
We can serve as your complete finance function or provide targeted support wherever your organization needs it most. You get the expertise and services you need without paying for support you already have in place.
Why your finances are failing you
Nonprofit finance is really four different jobs. Nearly every organization hands all four to one seat — and it breaks the same way, from whichever side that person comes from.
Failure mode · 01
A capable, affordable bookkeeper records what happened. But nobody reviews the numbers, builds the controls, or looks forward. The books exist —
and you still can’t fully trust them, and no one can tell you what happens next.
Failure mode · 02
One “Finance Director” asked to cover everything from data entry to strategy. Hired for precision, the forward-looking work never happens. Hired for strategy, they drown in the day-to-day —
and either way, the question that keeps you up at night never gets answered.
Nobody in that story did anything wrong. The job, as designed, cannot be done by one person —and you shouldn’t have to hire four.
What we actually do
The first two look backward and demand the discipline of precision. The last two look forward and demand comfort with ambiguity. Rarely the same person — which is exactly why we’re a team.
01 · Looking backward
“Did we record what happened?”
When it’s missing: you’re never quite sure what actually happened last month.
02 · Looking backward
“Can we trust the numbers?”
When it’s missing: the numbers change every time you look at them.
A favorite arrangement: you keep the in-house bookkeeper you like, and we add the controllership above them that makes their work trustworthy.
03 · Looking forward
“What do the numbers mean, and what might happen?”
When it’s missing: “will we run out of money before the grant lands?” has no answer.
04 · Looking forward
“What should we do — and how do we tell the story to the board and funders?”
When it’s missing: the board hears numbers, but never a story it can act on.
How clients buy it
The complete department
All four levels, one team — the arrangement that pulled NECCA back from six weeks to insolvency. We take the whole finance function so you can lead.
Controllership over your bookkeeper
You keep a low-cost transaction person in-house; we add the close, the controls, and the review that make their work dependable.
The forward-looking levels
Your books are solid, but no one can tell you what’s coming. We add forecasting and CFO-level leadership on top of the foundation you already have.
More than a solo consultant, we provide the capabilities of a complete finance department. Our team supports strategy, financial processes, onboarding, and day-to-day operations, with additional expertise from a network of nonprofit-specialist CPAs. Tax and audit we coordinate through vetted nonprofit specialists, so one team still owns the whole picture. Engagements are monthly retainers, scoped to the levels you need and the complexity involved.
The Financial Health Report Card
The Report Card translates your standard financial statements into letter grades and a GPA — six areas, each with a plain-English question, with the full statements appended so the rigor sits right behind the simplicity. Any board member can read it in two minutes. That’s the point.
Want to see one? We’ll send a sample to your inbox, with a short video walking through how to read it.
Get a free sample Report CardFinancial Health Report Card
Sample nonprofit · FY26
Liquidity
Can we pay our bills?
Reserves
Do we have a safety net?
Operating performance
Are we living within our means?
Revenue health
Where does our money come from?
Solvency
Do we owe too much?
Efficiency
Are we spending on mission?
Full financial statements appended
Thirty minutes, no pitch. You’ll leave with a clearer read either way.
Let’s Talk