Annual Budgeting Support for Nonprofits That Need a Plan That Works
Build a Budget That Reflects Your Mission & Reality
Whether you're applying for grants, reporting to a board, or just trying to plan the next 12 months, a clear, accurate annual budget is essential. We’ll help you create a working budget that reflects real numbers, not guesswork—and sets your team up to track progress all year long.
What’s Included
- Budget by program, function, or grant
- Revenue forecasting across multiple streams
- Personnel & contractor allocations
- Operating costs, reserves & contingency planning
- Multi-scenario options for uncertain funding
- Integration with your chart of accounts & reporting tools
You’ll walk away with a usable, board-ready budget that matches your actual financial structure—not a generic spreadsheet.
Our budgeting process is collaborative, strategic & built for nonprofits:
Built for How Nonprofits Actually Operate
We account for the challenges nonprofit teams face:
- Inconsistent or seasonal income
- Restricted vs. unrestricted funds
- Grant timelines that don’t match your fiscal year
- Unpaid staff time or in-kind donations
- Limited admin capacity
We help you build in flexibility while keeping things grounded in reality.
Planning for Growth or Change?
We’ll help you answer questions like:
- Can we afford to hire next year?
- What happens if one grant doesn’t renew?
- How much should we keep in reserves?
- Are our programs breaking even?
Our goal is to build not just a spreadsheet—but a strategic tool for decision-making.
Board-Ready & Funder-Friendly
We format your budget so it’s easy to understand, easy to explain, and aligned with funder expectations. We’ll even present it with you at your board or finance committee meeting if needed.
Client Story
“We started out doing our own books but kept running into questions. Having an expert to call—even just once a month—made all the difference. We’re still in-house, but we’re no longer in the dark.”