Foundation & Advisory Engagement

Financial clarity, without another administrative burden.

Your dashboard shows today’s cash. But can your team confidently explain what you can afford next year, when funding runs out, or who owns the next update?

Foundation & Advisory helps growing nonprofits connect scattered financial information into a practical system for planning, reporting, and decision-making. We build on what already works, rather than starting over.

Best for

Organizations with financial records and bookkeeping support that need a stronger budget, longer-range visibility, and repeatable routines without adding a full-time finance leader.

Phase 1: Assess & Design

Understand the current picture and agree on priorities.

• Review budgets, reports, cash outlook, funding information, and provider handoffs.
• Map responsibilities, information gaps, and reporting needs.
• Deliver a prioritized roadmap and financial system design.

Phase 2: Build Planning & Reporting

Connect the numbers to the decisions ahead.

• Build or refresh the annual operating budget and budget-to-actual framework.
• Create a rolling 12-month forecast with practical scenarios, linked to the near-term cash outlook.
• Organize grant awards, restrictions, receipts, balances, and reporting dates.
• Establish a clear management reporting template.

Phase 3: Implement & Empower

Give your team a system it can maintain.

• Test the agreed tools and document monthly and quarterly routines.
• Clarify update, review, and approval responsibilities.
• Train designated users and transfer ownership with practical handoff notes.

What you leave with

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

How the engagement works

Led by Iset Sevilla-Bazan, Founder & Principal Advisor. Scope, deliverables, meeting limits, and timeline are confirmed in writing before work begins. Timing depends on record readiness and client participation. Your team or bookkeeping provider maintains source records and routine updates.

Scope boundaries

This is a defined advisory and systems engagement, not ongoing finance operations. 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 advisory are separately scoped.

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