Services

Organizational Assessment

A comprehensive diagnostic of your organization’s financial position, operational infrastructure, and strategic alignment — delivering clarity and a prioritized path forward.

  • Full-spectrum review of financial health, revenue cycle, compliance posture, and operational capacity

  • Prioritized action plan with realistic timelines, measurable targets, and clear ownership

  • Ideal for leadership transitions, board-level strategic reviews, periods of financial pressure, or preparation for growth

Operations & Performance

Strengthening the systems and workflows that allow your organization to deliver on its mission — sustainably, efficiently, and at scale.

  • Workflow redesign and process improvement to reduce friction and free up capacity

  • Staffing model analysis and infrastructure assessment aligned with organizational goals

  • Cross-functional alignment to ensure operations and finances are pulling in the same direction

Interim & Fractional CFO

Experienced, executive-level financial leadership for organizations that need a CFO’s expertise without the commitment of a permanent hire.

  • Hands-on financial management during leadership transitions, turnarounds, or periods of rapid growth

  • Seamless integration with your existing team, board, and financial systems

  • Strategic oversight including budgeting, forecasting, board reporting, and audit readiness

Medicaid & Policy Advisory

Specialized guidance for organizations whose financial sustainability depends on navigating the intersection of clinical service delivery, billing compliance, and regulatory policy.

  • Rate optimization and service model design for maximum reimbursement eligibility

  • Regulatory navigation including Illinois DHS and HFS policy

  • Policy monitoring and preparation for rate changes, regulatory shifts, and legislative developments

Financial Strategy

Data-driven financial planning that accounts for the realities of nonprofit funding — from Medicaid reimbursement to grant sustainability to long-term revenue diversification.

  • Revenue optimization and cost structure analysis tailored to your funding environment

  • Financial forecasting and modeling built around your actual payer mix and programmatic goals

  • Deep expertise in Medicaid reimbursement, including Illinois-specific regulatory frameworks

Grant Writing & Funding Strategy

Compelling, competitive grant proposals backed by strategic thinking about which funding fits your mission and how to sustain it — across healthcare, behavioral health, education, workforce development, housing, and community services.

  • Full-cycle grant support from prospect identification through proposal submission

  • Strategic alignment to ensure new funding strengthens, rather than distorts, your organizational priorities

  • Proven track record with a strong win rate across federal, state, and foundation funding

Schedule a conversation.

Tell us what you’re facing and we’ll tell you which of these actually applies.

Let’s Talk