Tier 3 — Financial Advisory Partnership

A senior financial voice at your table.

This is more than accounting — it's a true partnership. We attend your finance committee and board meetings, prepare monthly financial packages with narrative context, build custom models, and help you think through the decisions that shape your organization's future. You get a senior financial advisor who knows your numbers cold and can translate them for any audience.

Everything in Tiers 1 and 2, plus:

✓ Finance committee and board meeting attendance
✓ Monthly financial packages with executive narrative
✓ Budget-to-actual variance analysis and commentary
✓ Custom financial models and scenario planning
✓ Cash flow forecasting
✓ Ad hoc analysis and special projects
✓ Ongoing advisory access (scheduled calls, strategic questions)
✓ Budget training and staff financial literacy support
✓ Representation in director and operations meetings

Best for

Organizations that want a senior financial partner embedded in leadership — someone who can present to your board, advise your ED, and help you see around corners.

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Explore Our Other Tiers

Tier 1

Bookkeeping

Your transactions, handled.

Learn More → Tier 2

Close + Compliance

A complete accounting function, without the full-time hire.

Learn More →