Financial Management

Maximize Your Impact. Simplify Your Operations.

The work behind the mission—hiring, payroll, budgeting—shouldn't drain your time or your team. Our tech-driven solutions power efficient administration and financial management, freeing you to focus on what matters most.

How We Partner

We take on the complexities and details of nonprofit administration, freeing you to focus on what matters most—advancing your mission. We connect the dots between HR, Finance, and Operations with a focus on values and equitable outcomes.

We build your HR and finance backbone—customized, compliant, and aligned with your values-- helping your systems catch up with your impact.

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Financial Management

Transparent, mission-aligned financial systems that drive clarity and confidence.

Outsourced CFO

Your strategic financial partner, leading budgeting, forecasting, and financial insights.

Outsourced Controller

Ensuring accurate and timely financial data, reporting, and internal controls.

Outsourced Accounting

Reliable bookkeeping, including:

  • Financial reporting for leadership + boards
  • Budget development + scenario planning
  • Grant reporting + funder dashboards
  • Annual audit prep + coordination
  • Compliance and fiscal sponsorship support
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Grant Writing & Management

We partner with your nonprofit to identify funding opportunities that align with your mission and organizational capacity.

Outsourced Grant Management

Your strategic financial partner, leading budgeting, forecasting, and financial insights.

  • Identify mission-aligned funding opportunities
  • Clarify grant strategy and timelines
  • Grant reporting + funder dashboards
  • Develop strong project concepts and outcomes
  • Write compelling, authentic grant narratives
  • Support equity-centered impact measurement
  • Strengthen tracking and documentation systems
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Nonprofit Mergers

We guide nonprofits through mergers that center equity, honor culture, and align with your values—so you don’t just merge, you thrive.

People-Centered Nonprofit Merger Support

Your ally helping you navigate everything from the big picture to every operational detail—with equity driving every decision:

  • Helping both organizations assess and align
  • Making sure every voice at the table matters
  • Reviewing and rebuilding policies with equity baked in
  • Supporting communications that bring clarity to change
  • Developing plans that guide your long-term success
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Who We Support

Nonprofit EDs, COOs, or Ops Managers doing “a little of everything”

People & Culture leaders trying to move from reactive to strategic

Boards or funders seeking stronger fiscal and people infrastructure

Any org where growth has outpaced the systems beneath it

Systems Work Better When They Work Together

HR + Finance ≠ Silos

Most organizations—especially nonprofits—treat HR and Finance as separate departments with separate functions:

HR handles hiring, benefits, culture, and people problems.
Finance manages budgets, reporting, compliance, and money decisions.

But equity lives in the space between the two. You can’t design pay structures without financial clarity. You can’t scale staffing without a sustainable budget. And you can’t build trust with systems that don’t talk to each other.

We bring them into alignment—so your people, policies, and resources all move in the same direction.

Client Testimonial

"We needed an expanded infrastructure that a typical small nonprofit couldn’t afford. Now, we have the payroll, IT, accounting, training, and HR of a company that’s five to 10 times our size with Step Up."

George Stanley

Executive Director, Wisconsin Watch

Still have questions? Contact us today!

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