Tailored engagements across finance, people, and leadership.
Every engagement is scoped to your organization's stage and goals. Choose a single service or a multi-track partnership.
Bookkeeping & Accounting
Bookkeeping & Cash Flow
Monthly close, reconciliations, AP/AR, and reporting that leadership can act on.
Budget Design & Monitoring
Build budgets tied to strategy; monitor budget-vs-actuals with clear dashboards.
Nonprofit Finance
Restricted vs. unrestricted funds, cost allocation, 990 review, grants compliance.
Financial Literacy for Managers
Equip non-finance staff to read statements and own their program budgets.
HR Consulting
HR Strategy & Compliance
From compliance (FMLA, ADA) to culture — sustainable HR systems end to end.
Talent Acquisition & Retention
Proactive workforce planning, hiring frameworks, and retention strategy.
Recruitment Optimization
Transition recruiting to external partners while preserving hiring quality.
HR Technology Assessment
Evaluate HRIS, document management, and reporting tools for the next stage of growth.
Customized Career Pathways
Role architecture, leveling, and progression maps tailored to your organization — built before to retain talent, clarify promotions, and operationalize growth. Delivered for prior clients across nonprofit, advocacy, and multi-entity structures.
Executive & Leadership Coaching
Executive Leadership Coaching
1:1 coaching for senior leaders — strategic vision, conflict resolution, change.
Emerging Leaders Program
Group + individual coaching to build foundational leadership skills.
Team Leadership Development
Workshops to build cohesion, communication, and high-performing teams.
90-Day Success Plan
Accelerate new hires and internal transitions to deliver results from day one.
Strategy & Operations
Strategic Planning Facilitation
Vision, SMART goals, KPIs, and an executable action plan (3–6 months).
Operational Efficiency Review
Streamline workflows, reduce costs, and improve resource allocation.
Market Research & Analysis
Trends, competitors, and customer insight to inform decisions.
Fractional Support
Part-time HR, IT, marketing, or finance expertise — scale up without full-time cost.
Nonprofit & Multi-Entity
Nonprofit Board Development
Governance, fundraising, and strategic oversight training for boards.
Multi-Entity Collaboration
Unify objectives and reduce friction across 501c3 / 501c4 / LLC / PAC structures.
Team Building & Cohesion
Workshops that strengthen bonds, communication, and morale.