Strategy Package
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.
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 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
