Services

Transformation

 Looking for specialized project-based work? We offer a range of services designed to meet your unique needs:

• Experience Turnarounds – Our expert team will help transform your organization or project, making it more financially viable than ever.
• Strategic Solutions – We’ll turn your company or project’s vision, mission, goals, and values into an actionable plan with measurable success.
• Execution Excellence – Let us guide your team through a results-driven action plan, streamlining policies and procedures, and resolving any gaps along the way.
• Streamlined Back Office – Take the hassle out of finance and human resources integration. Our team will ensure seamless operations, including PEO assessment, legal compliance, and more.
• Make a Social Impact – We’re passionate about helping businesses become forces for good, promoting human flourishing and making a positive difference.
• Tell us what you need – Our expertise extends beyond the listed areas. Let’s have a conversation and tailor our services to your unique requirements!

Fractional CFO

Our fractional CFO services help nonprofits level up in many ways:

• Financial reporting
• Creating internal controls
• Getting audit-ready
• 990 prep for your CPA
• Bank management
• Budgeting process
• Quickbooks structure
• Donor management

Retainer

We can be retained to be a thought partner in several key ways:

• A sounding board
• A person to poke holes in the client’s thinking
• An external voice to be utterly honest on a tough subject
• An outside eye to look for logical fallacies and ask the tough questions to create a better solution

Our forte for thought partnership is around the intersection of strategy and execution in many functions, such as as operations, finance, HR, technology, donor relations, compliance, sales and marketing, public affairs, and reorganizations.