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Strategy

For: NFPs with complex needs who want proactive finance leadership.

Includes Everything in Insight, plus:

  • Strategic financial modeling (growth or risk scenarios)

  • Full grant portfolio support

  • Rolling 12-month forecast updates

  • Board pack prep & narrative insights

  • Unlimited email support

  • Three live calls per month (flexible time)

Outcome: Translate finance into strategy. Make proactive decisions with a strategic finance partner.

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