A New Chapter for Relevant Strategies
We’re pleased to officially welcome Kerry White to Relevant Strategies—read Porsche’s perspective on the experience, judgment, and vision she brings to the firm.
NONPROFIT FINANCE, ADVISORY AND STRATEGIC FACILITATION
Clear numbers. Stronger decisions. More capacity for your mission.
Relevant Strategies helps nonprofits and other mission-driven organizations build reliable financial operations and navigate difficult decisions.
We combine accounting, tax, advisory, data analysis, governance, and strategic facilitation so your team has the right expertise when the work matters most.
NONPROFIT-FOCUSED
EXPERIENCED
INVESTED
NATIONAL REACH
QUICKBOOKS ONLINE
YOUR MISSION COMES FIRST
You have important work to do. We help you get back to what matters.
Most nonprofits do not need a miracle. They need their financials handled well: books that are accurate, reporting their board can trust, and someone who can answer the questions that come up between meetings.
Sometimes the challenge is not purely financial. A board, leadership team, or stakeholder group may be facing a difficult decision with competing priorities, incomplete information, or no obvious path forward.
Relevant Strategies provides the financial foundation and the strategic support so your organization can focus its resources on the mission.
HOW THE WORK FITS TOGETHER
Two complementary practices. One trusted partner.1
Some questions begin with the numbers. Others begin with the people around the table. Many involve both. We begin with the question, then bring the right expertise to the work.
Nonprofit Finance & Advisory
Accurate books are the floor, not the goal. We help organizations build dependable financial operations, meet tax and reporting obligations, strengthen controls, and connect financial information to the choices ahead.
FOUNDATION
Accounting & Bookkeeping
Reliable books, reconciliations, fund tracking, and reporting.
COMPLIANCE
Tax & Form 990
Careful preparation and clear communication throughout the process.
INSIGHT
Financial & Data Analysis
Reporting that explains what the numbers mean, not just what they are.
LEADERSHIP
Planning & Decision Support
Financial planning and analysis for. decision making.
OVERSIGHT
Governance & Internal Control
Practical assessments and recommendations your team can maintain
IMPROVEMENT
Systems & Process Evaluation
A disciplined look at workflows, data, roles, and handoffs.
Strategic Facilitation & Organizational Support
Difficult decisions rarely stall because an organization lacks capable people. They stall because priorities differ, information is uneven, and the path forward is not yet clear.
We design and lead structured processes that help boards, leaders, and stakeholders reach durable decisions and translate discussion into action.
Align the people
Surface different priorities, create shared understanding, and establish a productive way to work together.
Structure the decision
Bring the right evidence into the room, clarify tradeoffs, and design a process that supports sound judgment.
Move to action
Convert discussion into clear decisions, responsibilities, next steps, and an implementation path.
WHERE THE PRACTICES MEET
Financial information shapes the options. A well-designed process helps people choose amoung them. Relevant Strategies can support one side or connect both when the work calls for it.
WHY ORGANIZATIONS RETURN
Trusted with the numbers and the harder conversations.
Most of our work comes from repeat clients: organizations we have come to know well, whose missions we understand, and who value experienced support without the distance of a large firm.
We complement your team and your auditor. We support what is working, identify what needs attention, and explain our recommendations clearly enough for people to act on them.
Mission-driven fluency
Less time explaining the context, more time working on the question.
Practical, right-sized support
Recommendations built for the organization you actually have.
Clear communication
Complex financial and organizational issues explained in plain language.
A PRACTICE WITH ROOTS
Close partnership, built over time.
Relevant Strategies has worked alongside mission-driven organizations since 2011. Today, the practice brings the same hands-on partnership to nonprofit finance, governance, systems, and strategic decision-making.