Grant-funded organizations
Federal, state and foundation grants bring tracking, reporting and audit requirements. We keep them organized.
Who we help
We work with executive directors and leadership teams of nonprofits across the United States, along with the board treasurers and finance committee chairs who support them.
Organizations we serve
Multi-entity organizations
Affiliated organizations, foundations or subsidiaries add consolidation and intercompany work. We handle the complexity.
Growing organizations
If your budget, staff or programs have outgrown your finance setup, we help you build the back office for where you're heading.
The people we work with
Executive directors and leadership teams
You get a trusted lead for finance and operations. That means fewer surprises, clear reports and more time for the mission.
Board treasurers and finance committee chairs
You get timely, accurate reporting and a knowledgeable partner who can answer your questions directly.
Is this a fit?
Usually a good fit
- You don't have a senior finance or operations leader, or you've outgrown the one you have.
- You manage grants, restricted funds or more than one entity.
- You have an annual audit, state charitable registrations or both.
- You want an ongoing relationship with one experienced advisor.
Probably not the right fit
- You need an audit, review or compilation. We don't perform attest work, but we're glad to work with your CPA firm.
- You need someone on-site. We work fully remotely.
We keep our client list small so every client gets senior attention. If we're not the right fit, we'll say so on the first call.