Finance

Investing in strategic financial management maximizes your organization’s potential and stability for the long run. With careful listening and objective analysis, we can facilitate the development of firm financial ground, including:

• Smart financial policies and procedures

• Budgeting for small or new organizations

• Collaborative and transparent decision-making

• Coordinating grants and budgets

• Building multi-organization budgets

• Establishing strong financial oversight

• Referrals to vetted accountants and auditors

Human Resources

Responsive to the nonprofit sector’s unique needs, we are ready to work with you to build sustainable solutions through an equity lens, including:

• Equitable employee handbook assessments

• Writing new employee handbooks

• Employee hiring, discipline, and termination

• Staff management coaching

• Compensation advising

• Referrals to nonprofit recruiters, discounted payroll, and other services

Operations

Gain perspective and transform your internal operations by tuning up your administrative processes. We offer guidance, insight, and best practices in areas such as:

• Operations assessments

• Internal processes & procedures

• Discount purchasing

• Organizational management coaching

• Customer service

• Templates

• Legal services referrals

Fundraising

A strategic, relationship-based, and data-driven fundraising approach is the key to advancing your mission. Working together, we’ll address the following:

• Building a fundraising program from the ground up

• Major gifts & planned giving

• Planning & analysis

• Strategy

• Relationship-building

• Referrals to communications and other experts