Our Services
F I N A N C I A L S E R V I C E S
This is where we look at your organization as a whole and think long term.
We focus on goals, management of assets and liabilities, and planning for future growth. You’ll wrap your arms around your business and really understand where your money is taking you — from a high level.
Financial Strategy
With your top management team, we work to understand, break down, and build financial strategy beyond financial statements. Using a tool created by Greater Impact, we build models to test assumptions and focus your development efforts.
Financial Management
Working with Executive Directors, CEOs, or operations teams, we advise on best practices, including staffing, to maximize efficiencies in your organization.
A C C O U N T I N G S E R V I C E S
Your finances should be reviewed with a fine-tooth comb.
From the day-to-day flow of money in and out of your organization, to personalized methods for organizing it. We make sure every dollar is accounted for and that you understand the tools that keep finances organized.
Accounting Strategy
While accounting is about as black and white as you can get, specific tactics can help organizations quickly realize greater sustainability and growth. Our team consults on the way books are kept in order to maximize the information you have to make decisions and present to your board.
Accounting Management
We are pros at QuickBooks, bookkeeping and record management. We can coach you on how to use the tools so you can manage them in-house, or we can do the job for you.
B U S I N E S S S T R A T E G Y + M A N A G E M E N T
Internal shifts, staffing needs, business growth and jumping hurdles to get there — it can all be a bit overwhelming.
This is where we come in, bringing financial and management expertise to coach you through solving problems and get you to the next level.
Technical Assistance
We enjoy assisting with challenges. Whether it’s preparing strategy for a program or staffing expansion, moving from a fiduciary, or advocating to a funder, we’ll help make it easy.
Creating Financially Savvy Culture
We know we’ve had success when entire teams feel like they’re empowered to manage their own budgets and contribute to the overall financial goals of the organization. We work with leadership to create a plan — from accounting, to finance, and education — to transform teams and boards around money.
Turbulence Management
We are available to step in and help with interim leadership if you’re experiencing an Executive Director/ CEO shift, someone critical to your operations leaves suddenly, or you’ve lost major funding.
Facilitation
If there are differences of opinion or you’re not quite sure where to start, we love facilitating discussions for teams.
Coaching + Mentorship
From breaking down financial statements to making critical hiring decisions, we work one-on-one with Executive Directors and CEOs to guide them through financial challenges and opportunities. Using our strengths in management and education, we differentiate ourselves from traditional accounting professionals through tailored teaching approaches that match specific sectors.
Communications + Policy Development
Bringing complex, nuanced financial information to your board and staff can often be a challenge. We advise on communication tools and best practices, and offer a suite of financial policies and procedures you can tailor for your specific structure.
Staff Development + Succession Planning
Working with individual staff members to equip them with the adequate financial knowledge prior to succession of any kind is one of our favorite tasks. We particularly love working with Deputy Directors (or equivalent) that are about to grow into the Executive Director role.
W H A T P E O P L E A R E S A Y I N G
“Greater Impact has been incredibly helpful and effective in the launching and ongoing development of DESIGNCONNECT. The in-depth knowledge and unique insight on finance and governance that they bring to the table has been instrumental to the growth of our programs. In addition, the team maintains the highest level of professionalism and offers genuine concern in all aspects of our interactions. It has simply been a pleasure to work with Greater Impact the past two years!”
— JOCELYN CHEN, FOUNDER + EXECUTIVE DIRECTOR, DESIGNCONNECT
We are not out-of-the-box kind of people.
Our pricing begins with a conversation. We customize each proposal based on your unique business needs — working to directly address your goals while maximizing efficiencies.
Ready to get started?
G E T I N T O U C H
