Nonprofit Budget & Spending Advisory

Make a Bigger Impact With the Same Resources

Nonprofits exist to create awareness and change. Learn how to maximize your funding and budget to attain new heights – without relying on unpredictable grants and donations.

Your Financial Coach, Cheerleader, and Teammate

Just like athletes, nonprofits need external voices to keep them focused on their game plan and to push them into going the extra mile. Our seasoned accountants and CFOs learn every nook and cranny of your organization to guide you and your team with a foundational strategy that makes the most of your finances.

Our nonprofit budget and spending advisory services:

Assess the viability of your organization’s business model

Build strategies to strengthen your resilience

Provide accurate financial forecasts to catch problems before they arise

Enable you to predict your organization’s future financial health

Advise you on any functions that could affect your overall success

Frequently Asked Questions

Financial forecasts and projections both seek to provide a glimpse into your organization’s future financial state but with different timing.

Financial forecasts are focused on your more immediate future – usually predicting financial health within the next four quarters. Financial projecting builds upon these forecasts to predict your growth years into the future.

You can’t complete your mission if you aren’t financially prepared. The only way your organization will grow is if you have a well-thought-out, data-driven business strategy to pave your way there.

Outsourcing your organization’s financial outlook needs provides you with vital benefits, including:

  • Access to financial advisors and CPAs with more than a decade of experience working with nonprofits
  • More predictability when brainstorming future programming
  • Accurate forecasts and projections to present to your board
  • Financial peace of mind knowing you’re setting yourself up for scalable and sustainable success

We take the time to learn your business inside and out, from your policies and procedures to the way you run your HR, giving and marketing departments. We then create long-term strategies to help your organization run more efficiently, freeing up unnecessary spending to further fuel your mission.

Our financial advisory services provide you and your entire team with the tools to meet your goals through proper key performance indicators and financial health checkups that you can actually measure via your ROI.

Start Making Bigger Waves Today

Accomplish more of what you’re passionate about with resources you already have. Let us support, guide, and encourage you into your next chapter of growth. Get in touch now!

Contact Our CFOs