{"product_id":"premier-financial-strategy-advisory-engagement","title":"Premier Financial Strategy \u0026 Advisory Engagement","description":"\u003ch2\u003eConnect your mission, money, and next stage of growth.\u003c\/h2\u003e\u003cp\u003eFunding 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.\u003c\/p\u003e\u003cp\u003ePremier combines the complete Foundation \u0026amp; 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.\u003c\/p\u003e\u003ch3\u003eBest for\u003c\/h3\u003e\u003cp\u003eOrganizations navigating growth, a funding transition, or a strategic planning cycle that need both dependable financial infrastructure and help deciding what comes next.\u003c\/p\u003e\u003ch3\u003ePhase 1: Establish the Foundation\u003c\/h3\u003e\u003cp\u003eBuild a dependable basis for decisions.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eAssess financial workflows, records, reporting needs, and provider responsibilities.\u003c\/li\u003e\n\u003cli\u003eBuild the operating budget, budget-to-actual framework, rolling forecast, and funding tracker.\u003c\/li\u003e\n\u003cli\u003eConnect near-term cash visibility to longer-range commitments.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003ePhase 2: Align Strategy \u0026amp; Resources\u003c\/h3\u003e\u003cp\u003eTest priorities before committing scarce time and money.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eTranslate agreed strategic priorities into a costed 12-month roadmap.\u003c\/li\u003e\n\u003cli\u003eEvaluate selected program, event, or earned-revenue opportunities using costs, assumptions, capacity, and cash implications.\u003c\/li\u003e\n\u003cli\u003eIdentify funding gaps and revenue-diversification priorities.\u003c\/li\u003e\n\u003cli\u003eDefine owners, milestones, and decision points through facilitated leadership working sessions.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003ePhase 3: Activate \u0026amp; Transfer\u003c\/h3\u003e\u003cp\u003eMake the plan usable beyond the engagement.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eDocument financial routines, responsibilities, review steps, and delegation priorities.\u003c\/li\u003e\n\u003cli\u003eTrain designated users and provide a board financial education session.\u003c\/li\u003e\n\u003cli\u003eSupport the initial implementation period with scheduled leadership reviews.\u003c\/li\u003e\n\u003cli\u003eTransfer the tools, roadmap, and next-step recommendations to your team.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat you leave with\u003c\/h3\u003e\u003cp\u003eA connected financial management system, a costed strategic roadmap, clearer accountability, and a practical rhythm for reviewing progress and adjusting decisions.\u003c\/p\u003e\u003ch3\u003eHow Premier differs\u003c\/h3\u003e\u003cp\u003eFoundation \u0026amp; Advisory establishes the financial system. Premier adds the strategic financial analysis, resource alignment, and initial implementation support needed to put organizational priorities into motion.\u003c\/p\u003e\u003ch3\u003eHow the engagement works\u003c\/h3\u003e\u003cp\u003eLed by Iset Sevilla-Bazan, Founder \u0026amp; 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.\u003c\/p\u003e\u003ch3\u003eScope boundaries\u003c\/h3\u003e\u003cp\u003ePremier 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.\u003c\/p\u003e\u003cp\u003ePlease purchase only after your engagement has been confirmed in writing. This is a professional service, not a physical product.\u003c\/p\u003e","brand":"Financial Strategy \u0026 Advisory","offers":[{"title":"Default Title","offer_id":67861273149608,"sku":null,"price":26000.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0798\/1685\/1624\/files\/Iset-Premier-framed-20261112.png?v=1794472693","url":"https:\/\/www.financialstrategyadvisory.com\/products\/premier-financial-strategy-advisory-engagement","provider":"Financial Strategy \u0026 Advisory","version":"1.0","type":"link"}