About Us
- We Believe…nonprofits are the engines of positive change
- Our Team
- Join Our Team
How We Help
- We Believe…in advancing your mission
- Finance & Accounting
  - Financial Strategy and OversightProvide expert financial leadership aligned with long-term strategic goals.
  - Accounting and ReportingMaintain accurate, up-to-date financial records to support smart decision-making.
  - Planning and BudgetingBuild reliable, mission-driven budgets that align with organizational goals.
  - Risk ManagementIdentify and mitigate financial risks to protect your organization’s assets.
  - Systems LeadershipStreamline financial processes with automation to save time and reduce errors.
  - Interim StaffingFill critical financial roles with experienced professionals on a temporary basis.
  - Integration of Financial Skills and Accounting Information into OperationsAlign finance functions with day-to-day operations for informed decision-making.
- Communications & Operations
  - Strategic DevelopmentAlign operations with mission-driven goals through actionable strategic plans.
  - Executive LeadershipStrengthen internal leadership capacity and clarify decision-making roles.
  - Operational EfficiencyEliminate inefficiencies with optimized processes and systems across the organization.
  - Organizational RestructuringRedesign roles and workflows to align structure with strategy.
  - Community & Engagement StrategyFoster stronger relationships with your stakeholders and community.
  - Event Coordination SupportSupport internal events and team functions to strengthen organizational culture.
  - Crisis ManagementNavigate emergencies with effective internal and external communication strategies.
  - Nonprofit Leader Transition SupportEnsure smooth executive transitions with structured planning and support.
- Human Resources
  - HR SolutionsDeliver tailored HR support to address your team’s specific needs.
  - Staff Competency & Performance ManagementDefine and improve performance expectations across your workforce.
  - Needs Assessment & Crisis ManagementAssess HR vulnerabilities and prepare for workforce disruptions.
  - HR Systems & ProcessesImplement efficient systems to support core HR functions.
  - Talent Strategy & LeadershipAlign your people strategy with organizational goals and leadership development.
  - Onboarding, Offboarding, and Leave ManagementDevelop clear, compliant processes to onboard new team members successfully.
  - Staff (Re)Leveling & Competency BenchmarkingClarify job levels and responsibilities with market-aligned benchmarks.
  - Handbook & Benefits EvaluationReview and improve internal policies, employee handbooks, and benefits offerings.
  - Compensation & Benefits BenchmarkingEnsure competitive pay and benefits through data-informed benchmarking.
  - Interim StaffingProvide temporary HR leadership or support during staff transitions.
  - Team Pulse MappingIdentify cultural and leadership gaps to improve team alignment and engagement.
- Strategy
  - Strategic and Operational PlanningTest readiness and build strategic plans for capital or growth campaigns.
  - Board Development & OptimizationEquip your board for stronger governance and strategic oversight.
  - CEO Coaching & CounselSupport senior leadership with confidential, tailored coaching.
  - Facilitation for Executive Teams & BoardsGuide critical conversations with structured, expert facilitation.
- Fundraising
  - Campaign Planning & FeasibilityAssess potential and map out bold, achievable fundraising campaigns.
  - Campaign Management & ImplementationDrive campaign success with expert leadership and day-to-day execution.
  - Interim Fundraising LeadershipFill critical development roles with experienced temporary leadership.
  - Tailored Outsourced CapabilitiesGet custom-fit support across fundraising functions without full-time hiring.
  - Strategy & PlanningBuild development plans that grow donor relationships and revenue streams.
- Tech & Software
  - Technology Audits & CybersecurityAssess risks and fortify systems to safeguard data and operations.
  - Software Assessment & SupportSelect and implement the right tools to drive productivity and insight.
  - Sage Intacct ServicesDeploy and optimize Sage Intacct for financial clarity and automation.
  - FP&A, Budgeting & Planning ToolsUse financial planning tools to forecast, budget, and plan with precision.
Working With Us
- We Believe…in meeting you where you are
- Our Clients
- Our Partners
Resources
- We Believe…in helping you succeed
- Blog
- Case Studies
- Whitepapers
- Podcasts
- Grants Management Panel
Contact Us

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The Daily Practice of Succession Planning: Securing Your Nonprofit’s Future Leadership

Carey & Co | April 18, 2024

In the heartbeat of every thriving nonprofit, succession planning stands as the unsung hero of long-term success and stability. Far from merely picking the next in line, it’s a strategic...

Sharpening Nonprofit Success: The Power of Financial Benchmarking

Carey & Co | March 28, 2024

In today's competitive nonprofit sector, financial benchmarking stands out as an indispensable strategy. This process goes beyond mere comparison, diving into the financial nuances of similar...

No Regrets: Three Musts Every Executive Director Should Evaluate Before Buying a New Software System

Carey & Co | March 19, 2024

Get Curious and Make Sure Your Digital Tools Work for You Your team just presented you with a game-changer software that will solve your thorniest problems. They’ve stayed within budget and...

Zero-Based Budgeting For Real: Reboot Your Resources Every Time

Carey & Co | February 28, 2024

Practical Approach to Transforming Your Nonprofit Financial Strategy Zero-based budgeting is the financial equivalent of a clean slate every fiscal year. You’ll say goodbye to the autopilot...

You Can’t Eat a Budget: Understanding the Essentials of Cash Flow

Carey & Co | February 6, 2024

Perfect Your Projections and Secure Your Nonprofit's Financial Health We’ve all been there: the middle of the night bank login to check a balance. The call to the insurance company to see if...

Transform Your Accounts Receivable: The Nonprofit’s Ultimate Guide to Boosting Cash Flow

Carey & Co | February 2, 2024

Make AR the Key to Securing Your Financial Future What’s the key to sustaining your healthy cash flow? It’s all about keeping a tight leash on Accounts Receivable processes; making sure you...

Four Overlooked Trends in Nonprofit Finance: A Must-Read for Executive Directors

Carey & Co | January 30, 2024

Harness the winds of these financial changes and watch your organization thrive You don’t need to be an economist, but the more you know about how to navigate emerging trends, the better...

About Us
- We Believe…nonprofits are the engines of positive change
- Our Team
- Join Our Team
How We Help
- We Believe…in advancing your mission
- Finance & Accounting
  - Financial Strategy and OversightProvide expert financial leadership aligned with long-term strategic goals.
  - Accounting and ReportingMaintain accurate, up-to-date financial records to support smart decision-making.
  - Planning and BudgetingBuild reliable, mission-driven budgets that align with organizational goals.
  - Risk ManagementIdentify and mitigate financial risks to protect your organization’s assets.
  - Systems LeadershipStreamline financial processes with automation to save time and reduce errors.
  - Interim StaffingFill critical financial roles with experienced professionals on a temporary basis.
  - Integration of Financial Skills and Accounting Information into OperationsAlign finance functions with day-to-day operations for informed decision-making.
- Communications & Operations
  - Strategic DevelopmentAlign operations with mission-driven goals through actionable strategic plans.
  - Executive LeadershipStrengthen internal leadership capacity and clarify decision-making roles.
  - Operational EfficiencyEliminate inefficiencies with optimized processes and systems across the organization.
  - Organizational RestructuringRedesign roles and workflows to align structure with strategy.
  - Community & Engagement StrategyFoster stronger relationships with your stakeholders and community.
  - Event Coordination SupportSupport internal events and team functions to strengthen organizational culture.
  - Crisis ManagementNavigate emergencies with effective internal and external communication strategies.
  - Nonprofit Leader Transition SupportEnsure smooth executive transitions with structured planning and support.
- Human Resources
  - HR SolutionsDeliver tailored HR support to address your team’s specific needs.
  - Staff Competency & Performance ManagementDefine and improve performance expectations across your workforce.
  - Needs Assessment & Crisis ManagementAssess HR vulnerabilities and prepare for workforce disruptions.
  - HR Systems & ProcessesImplement efficient systems to support core HR functions.
  - Talent Strategy & LeadershipAlign your people strategy with organizational goals and leadership development.
  - Onboarding, Offboarding, and Leave ManagementDevelop clear, compliant processes to onboard new team members successfully.
  - Staff (Re)Leveling & Competency BenchmarkingClarify job levels and responsibilities with market-aligned benchmarks.
  - Handbook & Benefits EvaluationReview and improve internal policies, employee handbooks, and benefits offerings.
  - Compensation & Benefits BenchmarkingEnsure competitive pay and benefits through data-informed benchmarking.
  - Interim StaffingProvide temporary HR leadership or support during staff transitions.
  - Team Pulse MappingIdentify cultural and leadership gaps to improve team alignment and engagement.
- Strategy
  - Strategic and Operational PlanningTest readiness and build strategic plans for capital or growth campaigns.
  - Board Development & OptimizationEquip your board for stronger governance and strategic oversight.
  - CEO Coaching & CounselSupport senior leadership with confidential, tailored coaching.
  - Facilitation for Executive Teams & BoardsGuide critical conversations with structured, expert facilitation.
- Fundraising
  - Campaign Planning & FeasibilityAssess potential and map out bold, achievable fundraising campaigns.
  - Campaign Management & ImplementationDrive campaign success with expert leadership and day-to-day execution.
  - Interim Fundraising LeadershipFill critical development roles with experienced temporary leadership.
  - Tailored Outsourced CapabilitiesGet custom-fit support across fundraising functions without full-time hiring.
  - Strategy & PlanningBuild development plans that grow donor relationships and revenue streams.
- Tech & Software
  - Technology Audits & CybersecurityAssess risks and fortify systems to safeguard data and operations.
  - Software Assessment & SupportSelect and implement the right tools to drive productivity and insight.
  - Sage Intacct ServicesDeploy and optimize Sage Intacct for financial clarity and automation.
  - FP&A, Budgeting & Planning ToolsUse financial planning tools to forecast, budget, and plan with precision.
Working With Us
- We Believe…in meeting you where you are
- Our Clients
- Our Partners
Resources
- We Believe…in helping you succeed
- Blog
- Case Studies
- Whitepapers
- Podcasts
- Grants Management Panel
Contact Us