OUR SERVICES
The right expertise for the question in front of you.
Bookkeeping firms are common. Strategy consultants are common. Relevant Strategies brings financial operations, advisory support, data analysis, governance, and strategic facilitation together for organizations doing mission-driven work.
Some clients need a dependable monthly close. Others need planning guidance, a Form 990, a controls assessment, or a clearer view of what their data is saying. Still others need a neutral process for a board or stakeholder group facing a difficult decision.
SERVICE DIRECTORY
Two complementary practices. Seven ways we can help.
The landing page gives you the full view. Each service below leads to a more detailed page describing the need, typical scope, deliverables, and situations in which the service may be a good fit.
Nonprofit Finance & Advisory
Financial operations, oversight, reporting, compliance, analysis, and systems support designed around the realities of mission-driven organizations.
FINANCIAL FOUNDATION
Accounting & Monthly Close
Accurate, timely books with reconciliations, fund and grant tracking, and reporting for your board and leadership can rely on. We organize records throughout the year, so audit preparation is more orderly and less disruptive.
FINANCIAL LEADERSHIP
Planning & Decision Support
Financial planning and analysis for the decisions ahead. We help leadership and boards understand cash, budgets, reserves, funding, risk, and available options through clearly scoped advisory engagements.
TAX & REPORTING
Tax & Compliance
Preparation of Form 990 series returns and related federal and state filings, with careful attention to accuracy, governance disclosures, and clear communication throughout the process.
GOVERNANCE & RISK
Governance & Internal Controls
A practical assessment of financial controls, responsibilities, and oversight, sized for your organization. We identify risks, explain why they matter, and prioritize recommendations your team can realistically implement.
INSIGHT & REPORTING
Financial & Data Analytics
Trend and variance analysis, dashboards, program and fund reporting, and other tools that help leadership and boards understand what the numbers mean, not just what they say.
SYSTEMS & OPERATIONS
Financial Systems & Reporting Design
QuickBooks Online design and restructuring for nonprofits. We align accounts, programs, grants, workflows, connected tools, and reporting so the financial system better reflects how the organization actually works.
Strategic Facilitation & Organizational Support
Structured facilitation, planning, and decision support for boards, leadership teams, and stakeholder groups facing complex choices, competing priorities, or an initiative that needs focused leadership.
Structure for the conversation and a clear path beyond it.
We design the process, bring relevant evidence into the room, help participants identify shared interests, and convert the conversation into clear decisions and next steps.
Design the process
Clarify the purpose, participants, information, sequence, and decisions the work must support.
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Bring evidence into the room
Organize relevant information so participants can evaluate options and tradeoffs together.
Move to action
Translate discussion into decisions, responsibilities, next steps, and a workable path forward.
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WHY RELEVANT STRATEGIES
Experienced support that fits the organization you have.
We understand mission-driven organizations.
Nonprofit finance has its own language: restricted funds, grants, board reporting, and the Form 990. Stakeholder-intensive work has its own demands as well. We understand both, so you spend less time explaining and more time getting answers.
We connect information to decisions.
Accurate books are the floor, not the goal. The value is in what the numbers, evidence, and stakeholder perspectives reveal about the choices ahead.
Our role is not to add complexity. It is to bring clarity, structure, and the right level of expertise to work that matters.
We complement your team.
We fill the gap between the work your organization already does well and the expertise you need on call. We support your staff and coordinate with your auditor and other professional advisors.
We take the long view.
Clean books, sound controls, clear decisions, and reliable processes should last through growth, leadership transitions, and changing circumstances, not only through the next deadline.
HOW WE WORK TOGETHER
An engagement built around the work - not a preset package.
The right structure depends on whether the organization needs recurring capacity, a focused deliverable, or both.
Ongoing engagements
Recurring accounting, controller, and advisory work is generally structured as a fixed monthly engagement based on the organization’s activity, complexity, reporting needs, and desired level of support.
Project engagements
Tax filings, governance and controls assessments, systems evaluations, data-analysis projects, strategic planning, and facilitation are scoped separately with defined deliverables, responsibilities, and fees.
Combined engagements
Some organizations need both ongoing financial support and a focused project. We can combine disciplines when doing so creates a clearer, more efficient path forward.