Quality Financial Leadership for Mission-Driven Organizations
SERVICES
Diagnostic & Reset Options
Financial Health & Risk Assessment: The "seen" diagnostic. A 4-6 week deep dive into systems, risk, and compliance.
Audit Readiness & Financial Cleanup: For organizations with delayed closes, incomplete records, or federal audit pressure. We close the gaps so you can breathe.
Documentation & SOP Vault: Creating "person-proof" organizations through board-approved manuals, internal controls, and documented policies.
Fractional & Interim CFO Leadership
Boardroom Confidence: Providing executive-level financial leadership during transitions, growth, or leadership gaps.
The Liaison: We manage the external audit process, financial reporting, and investment recommendations, serving as the high-level link between staff and the Board.
Rising Leader Mentorship: (The "Intuitive" piece): We don't just fill a seat; we mentor your existing finance team to ensure they are stronger when our bridge work is done.
Systems & ERP Implementation Project Leadership
The Intelligence Design: A total review and restructure of organization-wide coding. We ensure your software actually reflects "the work" you do and programmatic impact.
Modernization: Moving systems from paper to automated, cloud-based workflows that reduce human error and increase transparency.
The Legacy Project: Transformational Leadership
For organizations seeking long-term structural change, we lead multi-month initiatives to modernize financial infrastructure. From renegotiating vendor relationships to establishing automated workflows, we ensure your internal systems are scalable and "person-proof.
The Vision: A long-term (6 months to 2 years) infrastructure overhaul.
The "Tough Conversations": We act as the Agent of Change. We review and renegotiate with service providers, consultants, and banks to ensure every dollar is serving the mission.
The Result: A 3-to-5-year financial roadmap that aligns your "Money with your Mission," moving the organization from "Scrappy and Stressed" to "Stable and Scalable."
Ad Hoc Advisory Services
Board Governance & Finance Committee Training
Federal/State Grant Strategy, Including A "First-Time Recipient" Guide
NICRA (Negotiated Indirect Cost Rate) Optimization
Accounting Manual, Policy, & SOP Documentation
Regulatory & Compliance Guidance