Our Services
F I N A N C I A L S E R V I C E S
This is where we step back and take a holistic, long-view approach to your organization.
Together, we clarify your goals, strengthen the stewardship of your assets and liabilities, and build a roadmap for sustainable growth. You’ll gain a grounded, big-picture understanding of your financial landscape — and the clarity to move forward with intention and confidence.
Financial Strategy
We partner with your senior leadership to understand your business model, break down complexities, and build a financial strategy that goes far beyond the numbers on a statement. Using Greater Impact’s proprietary tools, we model scenarios, test assumptions, and help you focus your energy where it will create the greatest return.
Financial Management
In collaboration with Executive Directors, CEOs, and operations teams, we provide guidance on best-practice financial management — including staffing structures — to strengthen systems, streamline operations, and maximize efficiency across your organization.
A C C O U N T I N G S E R V I C E S
Your financial systems deserve meticulous care and clarity.
From the day-to-day movement of money through your organization to customized approaches for structuring and organizing it, we ensure every dollar has a place and a purpose. We also equip you with the right tools and understanding to keep your finances streamlined, transparent, and working for you.
Accounting Strategy
While accounting may seem black and white, the right systems and tactics can unlock meaningful insights that drive sustainability and growth. We assess and refine how your books are structured so you can access the information you need to make sound decisions, communicate confidently with your board, and stay ahead of what’s coming next.
Accounting Management
Our team brings deep expertise in QuickBooks, bookkeeping, and records management. Whether you want hands-on coaching to strengthen your in-house capabilities or prefer to have us manage the work directly, we provide the support that keeps your financial operations accurate, efficient, and stress-free.
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 changes, evolving staffing needs, and the demands of growth can feel overwhelming.
We step in with grounded financial and operational expertise to help you navigate challenges, strengthen your systems, and move confidently to the next stage of your organization’s development.
Technical Assistance
We thrive on helping organizations work through complex challenges. Whether you’re developing program or staffing strategies, transitioning from a fiscal sponsor, or preparing to engage with funders, we bring practical guidance that makes the process clearer, smoother, and more manageable.
Creating Financially Savvy Culture
Our goal is for entire teams to feel confident, informed, and empowered in their financial roles. We collaborate with leadership to design a holistic approach—integrating accounting, finance, and financial education—to strengthen your organization’s culture around money and align staff and board members with your long-term goals.
Turbulence Management
When unexpected change hits — an Executive Director or CEO transition, the sudden departure of a key team member, or the loss of significant funding — we’re ready to step in. Our interim leadership support helps stabilize operations, restore clarity, and keep your organization moving forward.
Facilitation
When differing perspectives surface or you’re unsure where to begin, we bring skilled, neutral facilitation to help teams clarify issues, surface shared goals, and move toward aligned decisions.
Coaching + Mentorship
We work one-on-one with Executive Directors and CEOs to navigate financial questions, decode statements, and make strategic decisions — including staffing and organizational design. Grounded in both management and education, we tailor our coaching to your sector and learning style, offering a level of guidance that goes far beyond traditional accounting support.
Communications + Policy Development
Translating complex financial information for staff and boards can be challenging. We help refine your communication tools, strengthen reporting practices, and provide adaptable financial policies and procedures to support consistency, transparency, and strong governance.
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
