Solutions

Our clients range in size and sector.

What they have in common is this: they’re ready to create meaningful change.

Let’s Partner

Strategic Planning

Craft an actionable plan that will amplify your impact. Our process helps clients clarify what’s most important, embrace change, and define what it will take to tackle what’s next.

Past work: 5-year strategic plans for government agencies/school districts, revenue and fundraising strategy for nonprofits

Accounting & Finance

Optimize your financial health, transparency, and sustainability. We create deep and lasting partnerships with our clients through specialized financial advisory services, tailored to the needs and challenges faced by nonprofit organizations.

Past work: Outsourced CFO services, financial reporting, guidance on complex accounting matters

Systems Improvement

Create resilient systems so you have the information needed to be proactive and manage change. We help you find efficiencies, acquire knowledge, and gain flexibility so you can focus attention where it should be: on your mission.

Past work: Project management, organizational alignment, custom tools to monitor major initiatives, accounting system transition support

Philanthropic Advising

Articulate the impact you hope to make and how you will realize that impact through philanthropic investment. Whether you are seeking funding or providing funding, we help you gain clarity and focus.

Past work: Fundraising strategy for nonprofits, corporate social responsibility plans, assessing philanthropic return on investment

Leadership Development

Clarify your vision, guide complex initiatives, and inspire others to adopt a new approach. We provide leadership transition support for organizations undergoing change and we include leadership coaching with every engagement.

Past work: Executive coaching, leadership team development, board trainings, oversight and accountability for strategic plans, executive director transition support

Network Facilitation

Come together to share, learn, and advance a collective vision. We help organizations with common goals clarify what’s most important and advance a set of priorities that everyone agrees on.

Past work: Group facilitation toward collective advocacy, collaboration across sectors, and elevating best practices among common organizations