Who we serve

Financial intelligence for nonprofits

Connect mission delivery
to financial sustainability.

Bring programs, grants, restricted resources, staffing, impact, and cash into one leadership view—so today’s decisions strengthen tomorrow’s mission.

Talk through your numbers
FRIDAY FIVE VIEWNonprofit Sustainability
● Current
PROGRAM DELIVERY94%↑ 4 pts
GRANT COVERAGE87%12-month view
CONNECTED VIEW

Financial results make more sense when you can see the operational drivers behind them.

The leadership challenge

A balanced budget does not always mean a sustainable organization.

Nonprofit leaders must understand not only whether revenue covers expense, but which resources are available, which programs are fully funded, and where capacity is becoming constrained.

01

Cash that is not available

A healthy bank balance can obscure restrictions, timing obligations, and limited unrestricted runway.

02

Programs without full cost

Direct expenses rarely show the complete capacity and infrastructure required to deliver impact.

03

Funding without foresight

Award totals can look strong while renewal timing, grant coverage, and future staffing commitments create risk.

A Driver Model built around your organization

See how funding becomes impact.

Your Driver Model connects the resources coming in, the capacity required, and the mission outcomes leadership is accountable for delivering.

Grant pipeline and renewal timingRestricted and unrestricted resourcesProgram volume and unit economicsStaff capacity and caseloadIndirect cost recoveryCash runway and scenario planning

What changes

A shared view for management and the board.

Protect unrestricted capacity

Understand the flexible resources available to absorb timing gaps, invest, and respond.

Fund the true cost of impact

Make program and grant decisions with a clearer view of staffing, infrastructure, and overhead.

Plan beyond the current award

Connect pipeline, renewals, commitments, and cash to a forward-looking sustainability view.

A clear path forward

Keep the team you trust.
Add the leadership you need.

Start with the $2,500 Financial Diagnostic, or add ongoing Controller or CFO Advisory alongside your existing bookkeeper and CPA. We stay out of tax, audit, lending, and compliance work.

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