Premier Financial Strategy & Advisory Engagement

Connect your mission, money, and next stage of growth.

Funding will not last forever. New programs and revenue ideas compete for attention. Leadership is carrying too much, while the board needs a clearer picture of what the organization can sustain.

Premier combines the complete Foundation & Advisory financial setup with strategic financial planning and implementation support. It helps growing nonprofits turn priorities into costed choices, clear ownership, and an achievable operating roadmap.

Best for

Organizations navigating growth, a funding transition, or a strategic planning cycle that need both dependable financial infrastructure and help deciding what comes next.

Phase 1: Establish the Foundation

Build a dependable basis for decisions.

• Assess financial workflows, records, reporting needs, and provider responsibilities.
• Build the operating budget, budget-to-actual framework, rolling forecast, and funding tracker.
• Connect near-term cash visibility to longer-range commitments.

Phase 2: Align Strategy & Resources

Test priorities before committing scarce time and money.

• Translate agreed strategic priorities into a costed 12-month roadmap.
• Evaluate selected program, event, or earned-revenue opportunities using costs, assumptions, capacity, and cash implications.
• Identify funding gaps and revenue-diversification priorities.
• Define owners, milestones, and decision points through facilitated leadership working sessions.

Phase 3: Activate & Transfer

Make the plan usable beyond the engagement.

• Document financial routines, responsibilities, review steps, and delegation priorities.
• Train designated users and provide a board financial education session.
• Support the initial implementation period with scheduled leadership reviews.
• Transfer the tools, roadmap, and next-step recommendations to your team.

What you leave with

A connected financial management system, a costed strategic roadmap, clearer accountability, and a practical rhythm for reviewing progress and adjusting decisions.

How Premier differs

Foundation & Advisory establishes the financial system. Premier adds the strategic financial analysis, resource alignment, and initial implementation support needed to put organizational priorities into motion.

How the engagement works

Led by Iset Sevilla-Bazan, Founder & Principal Advisor. The number of sessions, opportunities evaluated, deliverables, implementation period, and timeline are agreed in writing before work begins. Your team remains responsible for operational execution and maintaining source records. Funding and revenue outcomes are not guaranteed.

Scope boundaries

Premier is an integrated, defined engagement, not unlimited access or an outsourced executive team. Routine bookkeeping, payment processing, payroll, historical cleanup, tax preparation or filing, legal services, audit, review, compilation, and attestation services are excluded. Grant writing, marketing execution, CRM implementation, and ongoing retainers are separately scoped.

Please purchase only after your engagement has been confirmed in writing. This is a professional service, not a physical product.