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Financial Strategy & Advisory
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Foundation & Advisory

Financial clarity, without another administrative burden.

Your dashboard shows today's cash. Foundation & Advisory connects scattered financial information into one practical system for planning, reporting and decisions, built on what already works.

See if we're a fit
Iset Sevilla-Bazan, smiling

Sound familiar?

The numbers exist. The full picture doesn't.

  • You can see this month's cash, but not what you can afford next year.

  • Budgets, grant details and reports live in different places.

  • No one is quite sure who owns the next update.

  • Too much financial knowledge sits with one or two people.

How it works

Three phases to a system your team can run

  1. Assess & Design

    Understand the current picture and agree on priorities.

    • Review budgets, reports, cash outlook and funding information

    • Map responsibilities and information gaps

    • Deliver a prioritized roadmap and system design

  2. Build Planning & Reporting

    Connect the numbers to the decisions ahead.

    • Annual operating budget and budget-to-actual framework

    • Rolling 12-month forecast with practical scenarios

    • Grant and funding tracker, plus a management reporting template

  3. Implement & Empower

    Give your team a system it can maintain.

    • Document monthly and quarterly routines

    • Clarify who updates, reviews and approves

    • Train your team and hand off ownership

What you leave with

A connected financial planning toolkit, clearer ownership, and a repeatable way to discuss funding, spending and upcoming commitments.

From colleagues & collaborators

Clear numbers. Clear instructions.

"You made financial information easy to understand. That made it easier for me to share the information with the team."

Eric Beeler

Former colleague, Oregon State University

"You did an exceptional job creating clear, step-by-step instructions for pulling data and preparing quarterly reports. That level of detail and support was invaluable."

Taimi Dark

Former team member, Oregon State University

Best for

  • Growing nonprofits with financial records and bookkeeping support already in place.

  • Teams that need a stronger budget and longer-range visibility.

  • Leaders who want repeatable routines without adding a full-time finance leader.

Not included

  • Routine bookkeeping, payment processing, payroll or historical cleanup.

  • Tax preparation or filing, legal services, audit, review, compilation or attestation.

  • Grant writing, marketing, CRM setup and ongoing advisory are scoped separately.

Iset Sevilla-Bazan, smiling

Meet Iset

Your partner in building it right

Iset Sevilla-Bazan, Founder & Principal Advisor, leads every engagement personally. Scope, deliverables, meetings and timeline are confirmed in writing before work begins.

Questions

How is this different from Premier?

Foundation & Advisory builds your financial system. Premier adds strategic planning, resource alignment and implementation support on top of it.

Do we have to start over?

No. We build on the records, tools and providers you already have. Your team or bookkeeper keeps maintaining source records.

How long does it take?

Your timeline is set in your written scope. It depends on how ready your records are and your team's availability.

Is the consultation free?

No. The strategy consultation is a paid $150 session focused on your organization's goals.

Ready for a clearer financial picture?

Start with a one-minute application. Iset reviews it before your paid $150 strategy consultation.

Start my application

Already confirmed your engagement in writing?

Secure my engagement