First of all, let’s stipulate that the ideal client prospect recognizes the need for help in the financial management area, or there would be no reason for consulting assistance. As discussed in the June article, “Know Where You Are in the Nonprofit Lifecycle and Get Ahead of the Game,” all organizations progress through distinct stages of growth – from inception to maturity – with each stage characterized by different needs to fulfill prior to moving forward. An early-stage organization has different needs and priorities than an organization in a later stage. Our sweet spot is with growth-stage organizations that need to manage this dynamic transitional period. Our goal is to assist them in reaching the mature stage with professional management in the key functional areas and the appropriate organizational, human, financial, and technology resources. After reaching maturity with permanent resources in place, the need for our services diminishes and is characterized by occasional special projects and strategic advice.
We recognize the qualities that propel an organization from startup to maturity within the context of financial management, ultimately making our working relationship a fulfilling experience. Click on the link below to read about the main qualities, based on our experience with many types and sizes of nonprofit organizations over the past eight years.