Financial Analysis

We deliver customized support for leaders of nonprofits at an affordable fee. A scope of work may include:

  • Focused analysis of your organization’s business model

  • Matrix mapping and articulation of your organization’s cost structure

  • Clarification of your financial story through an engaging, simplified set of reports and metrics

  • Guidance to senior staff in building a financial strategy to support plans

  • Facilitated strategy sessions with board and staff leaders

 
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Modeling and Structural Analysis

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We conduct sophisticated financial modeling and analysis at a price point that nonprofits can afford. We’ve refined and tested our methodology, which allows you to understand your organization’s underlying business model and build a plan with clearly defined assumptions and targets. The planning process will help you frame big questions and understand likely paths to financial health and sustainability. And, as circumstances evolve, the model can easily be revised down the road.

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During such a critical time of need, Scott delivered information that helped us look at the big picture, look closely at the heart of our organization, while developing a plan to respond. This inspired us to be careful, resourceful and intentional in moving our mission forward in a responsive but sustainable way.
— Toby W., Executive Director, NAO member organization