Each engagement is tailored by outcomes and monthly time blocks (ranging 10 – 60 hours/month). Priorities, deliverables, and meeting cadence are agreed upon up front. We offer monthly retainers, fixed-fee projects, or hourly advisory support. Retainers cover agreed hours and standard deliverables; additional fees apply for out-of-scope work.

Most agreements run 3 - 12 months with an automatic renewal and 30-day cancellation clause. Projects are scoped to completion. Price escalations or changes in scope are contemplated at each renewal.

Yes. We collaborate with your staff and external partners to strengthen your finance function and transfer knowledge.

Absolutely. We create clear, data-driven materials, coach presenters, and can attend meetings to provide financial context. Certification of financial reports and other financial information remains the responsibility of management.

Onboarding takes 3–6 weeks and includes system reviews, stakeholder interviews, and setting up baseline reporting. Early improvements are often seen within 45–90 days.

Yes. We handle defined-scope projects—such as audits, fundraising models, or ERP selection—with clear milestones and deliverables. Pricing is flexible: hourly, monthly, fixed fee, or blended.

We begin every engagement with stakeholder interviews and a review of your mission and values, ensuring our approach fits your culture and objectives.

Yes. We are happy to share 1 - 2 references to further demonstrate our impact and approach.