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.
Service Overview
Each service listed 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 & Bookkeeping
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.
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.
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.
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.
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.
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.​
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.​