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Fists in Solidarity

Financial Operations & Strategy 

Our financial strategy work is operationally focused. With an understanding of where you’re headed, we utilize a variety of customizable financial tools and services to realize your social enterprise or nonprofit’s big picture. 

Working with the Big Lil

Strategic Financial Planning

We can support you in reaching your operational goals by: 

  • Develop and execute on financial planning timelines;

  • Build a strategic plan aligned budget; 

  • Track cash flow;

  • Model labor, fundraising, and revenue projections.


People + Teams

We can build alignment around your financial goals with internal and external stakeholders by:

  • Create financial impact dashboards;

  • Assess your finance team and related departments’ roles, responsibilities, policies, procedures, and workflows;

  • Evaluate and update internal controls to reduce risk of error and fraud;

  • Implement your budget into work plans and strategic initiatives;

  • Review and draft values-aligned financial policies for your employee handbook.


Systems + Tools

We build the following customized systems and tools to move you toward your goals:

  • Budgets and cash flow projections and trackers.

  • Stakeholder communications dashboards;

  • Financial decision making matrices;

  • Labor, fundraising, and revenue modeling;

  • Pro forma development


Ongoing Financial Strategy + Support

Once strategic financial processes have been established, we can provide ongoing support to keep you going and growing with:

  • Monthly or quarterly financial and forecast reviews; 

  • Monthly or quarterly check-ins with leadership for organizational finance issues, challenges, and growth opportunities.

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