Who We Serve

We work with organizations where stewardship, governance, and accountability matter; and where leaders need better information to make decisions.

Public Sector

Municipalities, agencies & public-interest organizations

  • Budget systems and reporting improvement
  • Decision frameworks and costing models
  • Roadmaps that balance risk and capacity
  • Long-term financial sustainability analysis and recommendations

Not-for-profit

Not-for-profits & charitable organizations

  • Fund based accounting expertise
  • Charitable returns and filings
  • Donor reporting and relations
  • Board-ready reporting
  • Budgeting / forecasting / scenario planning
  • Internal controls and risk management

Postsecondary

Colleges, Universities and education organizations

  • Expertise with academic, student services and administrative operations
  • Strategic planning
  • Long-term financial viability
  • Financial Planning & Analysis
  • Efficiency and Sustainability
  • Finance Modernization

Typical Buyers

  • Vice President Finance / Chief Financial Officer / Treasurer
  • Chief Executive Officer / President / Chief Administrative Officer
  • Executive Directors
  • Leaders responsible for modernization and decision support.
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