Empowering SMEs and Nonprofits

A comprehensive, high-impact solution designed for nonprofits and mission-driven businesses that need more than accounting—they need strategic, sustainable growth. This package blends financial strategy, operational clarity, automation, and performance tracking to move your organization from reactive to proactive financial leadership.

• Deep-dive financial and operational intake session
   
• Stakeholder interviews (ED, finance lead, ops, dev/fundraising)
   
• Review of financial statements, grant awards, donor agreements, and program budgets
   
• Understanding mission alignment, board priorities, and funding risks
   

• Establish programmatic cost structures (direct vs. indirect)
   
• Identify key financial drivers (cash flow, grants, contracts, memberships, etc.)
   
• Clarify strategic goals: growth, sustainability, readiness, and compliance
   

Deliverables:

• Strategic Finance Brief
   
• Organizational Financial Health Scorecard
   
• Risk & Opportunity Map
   

• Software integration plan: Abila MIP + Salesforce + Monday.com + Gusto/Payroll + Bank feeds
   
• Chart of Accounts redesign (if needed) to align with fund accounting best practices
   
• Automate budget-to-actual reporting by department, program, and funding source
   

• Budgeting framework by funder, program, department
   
• Build out dashboards (KPI, cash flow, forecasting)
   
• Expense policy review + procurement & reimbursement workflows
   

Deliverables:

• Financial Operating System Map
   
• New/Updated COA, Reports, and Templates
   
• Integration Timeline and Go-Live Plan
   

• 1:1 training for budget managers
   
• Automate forecasting model (grants, contracts, donations)
   
• Cash reserve strategy + rolling budget updates
   

• CFO-level coaching for finance lead or Executive Director
   
• Monthly financial leadership calls (3 months)
   
• Accountability framework for program directors
   

Deliverables:

• Forecasting Model + Burn Rate Calculator
   
• Monthly Reporting Templates
   
• Supervision + Accountability Guide for Financial Oversight
   

• Quarterly Financial Health Review: liquidity, burn rate, reserves, revenue trends
   
• Scenario Planning Reports: budget cuts, funding increases, scaling
   
• Board-ready visuals for finance, strategy, and risk
   

Deliverables:

• Quarterly Impact Report (custom branded)
   
• Budget Scenario Toolkit
   
• Funder/Board Reporting Package
   

• Software Recommendations & Setup
   
  • QuickBooks Online (if needed for smaller orgs)
     
  • Salesforce for NPO
     
  • Monday.com for project & grant tracking
     
  • Google Drive/Sheets for dynamic dashboards
     
• Financial Dashboards
   
  • Executive KPI Tracker
     
  • Department Budget vs. Actual
     
  • Cash Flow Tracker
     
  • Grant Compliance Tracker
     

• Nonprofits with $750K–$25M budgets
   
• Organizations seeking more than bookkeeping
   
• Teams that want to align financials with strategy
   
• Finance departments stretched thin on oversight, compliance, and planning
   

     $9,500–$22,000 depending on size and complexity
   (Payment plans or phased projects available)

     Optional Add-ons:

• Grant & contract calendar automation ($1,500)
   
• Training videos for internal team onboarding ($1,250)
   
• Annual financial storytelling slide deck ($850)

1. Intro Call – Confirm fit and pricing tier
    
2. Discovery Workshop – Deep-dive planning (Week 1)
    
3. Contract & Kickoff – Full implementation begins (Week 2–3)

👉 Schedule a Free 30-Min Discovery Call
📧 Or reach us at: hello@fiscory.com