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Nonprofit Services

We can chart a course alongside your nonprofit, navigating toward the fulfillment of your mission.

Services • M&A Consultants & Advisors

Accelerator Program

This collaborative monthly workshop supports nonprofit organizations in mission and stewardship. It provides a cohort of nonprofit leaders with essential tools and resources to enhance the effectiveness and sustainability of the organization. Key benefits of participating in the program include (1) sharpening the efficiency of programs, (2) clarifying how donations are used, (3) enhancing gratitude communication, and (4) increasing funding to participant organizations.

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Image by Dylan Gillis

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Monthly Financial & Operational Reviews

​​Establish a rhythm of financial and operational discipline. Monthly meetings are designed to provide you with the structure, systems, and value of a traditional board meeting. Meetings support the organization by providing a comprehensive check-in and discussion. They include:

 

  • Review of organization dashboard

  • Review of financial statements

  • Discussion on fundraising

  • Monthly nonprofit cycle topic

  • Discussion of other issues as needed

Strategic Planning

Develop a multi-year strategic plan for growth and/or leadership transition. The strategic plan may include a SWOT analysis, strategic initiatives, a financial model/projections, key performance indicators, and a dashboard for tracking progress on plan.

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Contact Us

We are happy to serve you. Let us know if you are interested in working with us in one or more of these areas.

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