Strategy

Executive-Level Financial Partnership

Lead With Financial Clarity

For organizations ready to weave finance into their strategic DNA, Strategy offers CFO-level advisory, scenario planning, procurement strategy, and fundraising support — the highest level of partnership we offer.

Strategic Accounting & Advisory for Leaders

Scaling a small business or nonprofit creates complex financial demands. From high-stakes budget presentations to system overhauls, we act as your financial leadership partner, ensuring every decision is backed by data and foresight.

What’s Included

All services from Essentials + Growth
Strategic budgeting and multi-year forecasting
Scenario planning and modeling
Vendor assessment and procurement strategy
Customized reporting for boards, investors, and funders
ERP/software selection advisory
Financial storytelling for fundraising
Grant writing strategy and alignment
Leadership team participation as your fractional CFO

Challenges We Solve

Complex funding: Navigate multi-source revenue with clarity.
High-stakes decisions: Model scenarios to guide strategic choices.
Team enablement: Train boards and staff in financial literacy.

Why Clients Choose Us

Direct CFO-level involvement without a full-time salary
Proven track record in securing funding and guiding growth
Deep understanding of nonprofit and small business ecosystems