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Fund the mission. Protect the future.

Strategic finance for nonprofits that want to grow their impact without risking their sustainability.

The problem

Thin reserves

One late grant or slow giving season away from cutting programs.

Restricted funds, real risk

Tracking what donors and grantors require takes expertise most teams do not have.

A board flying blind

Reports arrive late and do not answer the questions the board is really asking.

of nonprofits have three months or less of cash on hand.

52%

The evidence

ended 2024 with an operating deficit, the highest in 10 years.

36%

Source: Nonprofit Finance Fund, 2025 State of the Nonprofit Sector Survey.

68% of donors say trust is essential before they give; only 18% have high trust in charities today (BBB Give.org, 2026).

74% say transparency about how funds are used increases their trust (Independent Sector, 2026).

~10% more given when donors saw a simple trust signal, in a controlled study.

Clear, timely reporting is how you close the trust gap.

What we do

• Annual budget and board-ready financials

• Cash and reserve planning

• True cost of each program

• Grant budgets and restricted fund tracking

• Board and finance committee support

• Audit and Form 990 readiness, with your CPA.

Foundation

starting at $2,000/mo

Monthly review, cash and reserve forecast, board-ready reporting.

Strategic

starting at $3,500/mo

Everything in Foundation plus annual budget, program costing, grant budgets, quarterly strategy.

Partner

starting at $5,000/mo

Everything in Strategic plus board and committee meetings, capital campaign and growth planning.

A Strategic partnership costs $42,000 a year. Weigh it against what it protects: your reserves, your restricted funds, and grants that cost more to run than they bring in.

Let's make your mission financially sustainable.

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