STRATEGIC FACILITATION, NONPROFIT ACCOUNTING, TAX & CONSULTING
Why choose Relevant Strategies?
·
We work with mission-driven organizations. Nonprofit finance has its own language - restricted funds, grant compliance, board reporting, and the Form 990. We already speak it, so you spend less time explaining and more time getting answers.
·
We complement your team. We fill the gap between the work you already do well and the financial expertise you need on call. We support your staff and your auditor - we do not second guess what is working.
·
We connect the numbers to decisions. Accurate books are the floor, not the goal. The value is in what the numbers tell you about programs, staffing, reserves, and the choices ahead of your board.
·
We take the long view. Clean books, sound controls, and financials your board trusts - sustained year over year, through leadership changes and growth, not just audit time.
What we do
Helping organizations work through difficult decisions, using structured tools to build real communication and align stakeholders around shared interests.
Governance Review & Internal Controls
A structured look at your financial controls and governance, sized for your organization. We answer the question, "Are the right controls in place?"
Accurate, timely books with fund and grant tracking built in, a monthly close you can rely on for board and funder reporting, and records organized all year so audit season is a formality, not a scramble.
Financial & Data Analytics
Turning your financial data into insight — trend and variance analysis, dashboards, and reporting that help your board and leadership see what the numbers mean, not just what they are. We bring hands-on data analytics experience to answer the "so what" behind your financial statements.
Advisory & Consulting
Budgeting, cash flow, reserves, systems, strategic planning, and the financial questions that arise between board meetings - answered by someone who knows your organization.
Outsourced Controller & Fractional CFO
Controller-level oversight and CFO-level strategy, scaled to what your organization actually needs - without the cost of a full-time hire.
A disciplined, data-driven look at your financial systems and operational processes - from fund accounting to close workflows, with findings explained clearly enough for your board and organization to act on. We answer the question "are the systems and processes working as designed, and what does the data show?"
Taxes & Form 990
Preparation of federal and state returns, including Form 990 series for tax-exempt organizations, with careful attention to protecting the organization's nonprofit status.