{"product_id":"strategic-financial-advisory-engagement","title":"Foundation \u0026 Advisory Engagement","description":"\u003ch2\u003eFinancial clarity, without another administrative burden.\u003c\/h2\u003e\u003cp\u003eYour 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?\u003c\/p\u003e\u003cp\u003eFoundation \u0026amp; 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.\u003c\/p\u003e\u003ch3\u003eBest for\u003c\/h3\u003e\u003cp\u003eOrganizations with financial records and bookkeeping support that need a stronger budget, longer-range visibility, and repeatable routines without adding a full-time finance leader.\u003c\/p\u003e\u003ch3\u003ePhase 1: Assess \u0026amp; Design\u003c\/h3\u003e\u003cp\u003eUnderstand the current picture and agree on priorities.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eReview budgets, reports, cash outlook, funding information, and provider handoffs.\u003c\/li\u003e\n\u003cli\u003eMap responsibilities, information gaps, and reporting needs.\u003c\/li\u003e\n\u003cli\u003eDeliver a prioritized roadmap and financial system design.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003ePhase 2: Build Planning \u0026amp; Reporting\u003c\/h3\u003e\u003cp\u003eConnect the numbers to the decisions ahead.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eBuild or refresh the annual operating budget and budget-to-actual framework.\u003c\/li\u003e\n\u003cli\u003eCreate a rolling 12-month forecast with practical scenarios, linked to the near-term cash outlook.\u003c\/li\u003e\n\u003cli\u003eOrganize grant awards, restrictions, receipts, balances, and reporting dates.\u003c\/li\u003e\n\u003cli\u003eEstablish a clear management reporting template.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003ePhase 3: Implement \u0026amp; Empower\u003c\/h3\u003e\u003cp\u003eGive your team a system it can maintain.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eTest the agreed tools and document monthly and quarterly routines.\u003c\/li\u003e\n\u003cli\u003eClarify update, review, and approval responsibilities.\u003c\/li\u003e\n\u003cli\u003eTrain designated users and transfer ownership with practical handoff notes.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat you leave with\u003c\/h3\u003e\u003cp\u003eA connected financial planning toolkit, clearer ownership, and a repeatable way to discuss funding, spending, and upcoming commitments.\u003c\/p\u003e\u003ch3\u003eHow the engagement works\u003c\/h3\u003e\u003cp\u003eLed by Iset Sevilla-Bazan, Founder \u0026amp; 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.\u003c\/p\u003e\u003ch3\u003eScope boundaries\u003c\/h3\u003e\u003cp\u003eThis 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.\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":67863248044200,"sku":null,"price":13000.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0798\/1685\/1624\/files\/Iset-Foundation-framed-20261112.png?v=1794472693","url":"https:\/\/www.financialstrategyadvisory.com\/products\/strategic-financial-advisory-engagement","provider":"Financial Strategy \u0026 Advisory","version":"1.0","type":"link"}