What We Do
Advisory Services Built for the Nonprofit Sector
We work alongside boards, executives, and finance teams to build the governance, transparency, and strategic clarity that lasting organizations require.
Governance Advisory
Boards that lead with clarity and accountability.
Strong governance is the foundation of every effective nonprofit. We work with boards and leadership teams to design governance structures that are clear, accountable, and built for the long term — from bylaws and board composition to conflict-of-interest policies and executive oversight.
What's Included
- Board structure and role clarity
- Governance policy development
- Executive director evaluation frameworks
- Conflict-of-interest and ethics policies
- Board recruitment and onboarding support
Financial Oversight
The financial integrity donors and funders expect.
From budget reviews to audit preparation, we help nonprofits maintain the financial integrity that stakeholders demand. Our advisors bring deep experience in nonprofit accounting standards, restricted fund management, and the financial reporting practices that build funder confidence.
What's Included
- Budget review and financial health assessment
- Audit preparation and readiness
- Internal controls evaluation
- Restricted fund management guidance
- Financial reporting best practices
Compliance & Regulatory Review
Protected, compliant, and ready for scrutiny.
Navigating IRS requirements, state charitable registration, and sector-specific regulations is complex — and the stakes are high. We conduct thorough compliance reviews to identify gaps, correct vulnerabilities, and ensure your organization is protected from regulatory risk.
What's Included
- IRS Form 990 review and guidance
- State charitable registration compliance
- Lobbying and political activity limits
- Unrelated business income (UBIT) analysis
- Document retention policy review
Strategic Planning
Mission-aligned strategy that drives real outcomes.
A great strategic plan connects your mission to measurable outcomes, stakeholder trust, and sustainable growth. We facilitate planning processes that are grounded in data, inclusive of key voices, and designed to produce a roadmap your team can actually execute.
What's Included
- Facilitated strategic planning retreats
- Environmental scan and stakeholder input
- Multi-year strategic roadmap
- KPI and measurement framework
- Implementation planning and accountability
How We Work
A Straightforward Engagement Process
We keep things simple, transparent, and focused on your organization's needs.
Discovery Call
We start with a no-obligation conversation to understand your organization, your challenges, and what success looks like for you.
Assessment
We conduct a focused review of the relevant area — governance documents, financials, compliance records, or strategic context — to identify gaps and opportunities.
Recommendations
We deliver clear, prioritized recommendations with practical guidance — not a report that sits on a shelf, but a roadmap your team can act on.
Ongoing Support
Many clients engage us on a retainer basis for ongoing advisory support as they implement changes and navigate new challenges.
Not Sure Where to Start?
Most organizations come to us with a specific concern — a board conflict, an upcoming audit, a stalled strategy. We'll help you figure out where to focus first.