Our Financial & Grant Services
You need:
more than just accounting services
more than just a spreadsheet
to understand what the past trends mean for the next year and beyond
to know how to tell the story to investors, to your board and to continue to grow
to know which ideas will be the most profitable
to find funding to help you achieve your plans
Building the financial tools you need
Financial Reporting: prepare and analyze financial statements. Develop in-year budget and forward looking dynamic projections
Financial Analysis: insightful presentations, reports and actionable recommendations
Process Improvement: streamline financial operations, implement best practices and enhance efficiency
Strategic Planning: a partner to think through the next phase and scenarios built based on data-driven models
Financial Check-Up
Review of current financial models and forecasts
Expense deep-dive to improve margins
Understanding the trends and translating it to what comes next
Identifying simple process improvements
Grant Writing
Grant Funding Strategy - in-depth analysis of the top 5-10 grants that are the best fit for your organization over the next 12+ months
Grant Readiness Assessment and Preparation
Grant Writing Services - grants big or small. Simplifying the process and creating a persuasive narrative
Grant Budgets - translate your plans into a clear project budget
Finance check-up - review budgets, internal and external reporting, current processes, and identify opportunities for improvements
You want to show that you’ve thought about the risks and opportunities, you have considered the unexpected costs, you’re prepared to answer the tough questions. And you understand the financial reports that you’re presenting. Or even better…you’ve got a partner on the team that does it for you.