Finance for organizations whose money comes with strings attached.
Grants. Endowments. Restricted gifts. Public funds. Growth capital. Money that arrives with restrictions, reporting obligations, and timing that never matches when you need to spend it.
Forecasting, board reporting, endowment and grant policy.
Clean books, closed on time, grant reporting that holds up.
Someone who owns the close and whether the numbers are right.
A fixed-fee diagnostic. What's exposed and what it costs to fix.
Reach for the Summit
Based in Conifer, Colorado. Working with organizations across North America.