Who it's for
For leaders who need consistent financial oversight, clear reporting, and a trusted thought partner — without the overhead of a full-time hire.
What's included
Monthly financial close and review. Cash flow monitoring and forecasting. Board meeting prep and financial talking points. Fund and grant tracking. 990 preparation support. Monthly strategy call — just the two of us.
Investment
Retainer engagements are priced based on the complexity and scope of your organization's needs. Most clients invest a few thousand dollars per month — a fraction of what a comparable full-time hire would cost. We'll talk through what's right for you on the Clarity Call.
Who it's for
For leaders who need consistent financial oversight, clear reporting, and a trusted thought partner — without the overhead of a full-time hire.
What's included
Monthly financial close and review. Cash flow monitoring and forecasting. Board meeting prep and financial talking points. Fund and grant tracking. 990 preparation support. Monthly strategy call — just the two of us.
Investment
Retainer engagements are priced based on the complexity and scope of your organization's needs. Most clients invest a few thousand dollars per month — a fraction of what a comparable full-time hire would cost. We'll talk through what's right for you on the Clarity Call.
