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

What the relationship looks like

Board meeting week

We prepare the financial package, write the executive narrative, and present it to your board. You sit back and focus on strategy.

Between meetings

Need a quick cash flow projection? A cost-benefit analysis on a new program? A staffing model? You call your pod lead directly — no ticket system, no wait.

Budget season

We build the budget with your team, stress-test assumptions, and present the final version to the board. You approve it — we defend it.

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.

This is our most common engagement — most S&Y clients choose the full advisory partnership.

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