Services
Defined scope, a clear end date, and a plan for what happens after we leave.
We advise, design, train, and lead across finance, people, and governance. Every engagement is built to leave your team more capable than when we arrived.
01 · Diagnose
Fixed-scope diagnostics
A good place to start if you know something isn't working but aren't sure what it is. Every diagnostic ends with a written findings report and a prioritized roadmap you can act on with or without us.
Finance & Operations Infrastructure Assessment
Whether you're preparing to grow, raise capital, or sell, a full look at how money moves through your organization and what would hold up under diligence.
Readiness for investor, funder, or buyer review
Close process and reporting
Revenue, grant, and contract tracking
Payroll, AP, and internal controls
Staffing and role clarity
Organizational Readiness Review
A review across finance, people, and governance for organizations heading into growth, a leadership change, or a sale.
Board structure and decision rights
Team structure, roles, and staffing model
Financial management and policies
Risk and insurance coverage
Board Exit & Exposure Review
When board members, officers, owners, or executives leave, their names and authority can stay behind. This review finds the loose ends and closes them.
State filings and registered officers
Bank signers and payment approvals
System, vendor, and account access
Governance documents and minutes
Systems & Automation Audit
A review of the tools your team uses to pay bills, run payroll, track grants, and report, and where they're costing you time.
Manual work and duplicate entry
Disconnected or underused systems
What to fix, replace, or connect
Implementation plan and costs
02 · Lead
Interim and fractional leadership
When a key finance or operations role is open during growth, a capital raise, or a leadership change, we step in as interim or fractional leadership and leave the organization better structured than we found it.
Typical length
3 to 6 months
Pricing
Based on the size and length of the engagement
Reporting and planning
Monthly close and financial reporting
Budgeting, forecasting, and cash flow
Board, owner, and investor reporting
Compliance and audit
Audit preparation and auditor relationships
Grant, contract, and lender compliance
People and transition
Leadership transition planning
Hiring and onboarding your permanent leader
Documented handoff so nothing depends on us
03 · Build
Organizational infrastructure
Project-based work to build the finance, people, and governance backbone your organization needs at its current size. Scoped and priced per project.
Finance
Chart of accounts and reporting structure
Multi-entity and global finance
Finance systems and payroll
Audit readiness
Financial policies and procedures
People
Org design and role clarity
Staffing models: employees, contractors, or both
Search for key hires, including finance and operations leaders
Onboarding and performance review systems
Talent development and succession planning
Governance and operations
Governance review and board roles
Leadership transition planning
Standard operating procedures
Risk and insurance review
Business models for new products and revenue lines
Training and handoff
Hands-on training so the people running your organization own the systems after we hand them off.
04 · Community impact
Community impact advisory
When money and opportunity come to a city, the details decide who benefits. We help companies, community investors, and public partners plan the hiring, pay, investment, and policy decisions that shape residents' lives, and build the systems to carry them out.
Who it's for
Government agencies, public initiatives, companies entering or growing in a city, and community investors
Pricing
Based on the scope and length of the project
Community commitment plans
For companies entering or growing in a city.
Hiring and talent strategy that reaches local residents
Pay grounded in the local cost of living
Community commitments with real targets and reporting
Community investment strategy
For corporate funds, foundations, and coalitions.
Clear priorities for what the money should accomplish
A fund and grant design that works
Outcome measures from day one
Policy-to-implementation reviews
For public agencies and initiatives.
Test whether a policy or program can be funded, staffed, and tracked
Operating plan and cost model to deliver it
Reporting that shows residents the results
How an engagement runs
Step 1
Consult call
We talk through what's happening, what you've tried, and what a good outcome looks like.
Step 2
Scope and proposal
A written proposal with deliverables, timeline, and fees, so everyone knows what done looks like.
Step 3
The work
Regular check-ins with your leadership and clear updates on progress, risks, and decisions.
Step 4
Handoff
Documented processes, a trained team, and a transition plan so nothing depends on us after we leave.
Common questions
Do you offer recruiting?
For key roles, yes. We design the role, run the search for finance, operations, and leadership hires, and build the onboarding so they succeed. We don't do high-volume staffing.
Do you only work with nonprofits?
No. Our roots are in mission-driven organizations, and our principals have also worked in corporate, financial services, and public sector settings. We work with nonprofits, B Corps and mission-driven companies, growing businesses, government agencies, and public and community investment programs.
Do you work outside Atlanta, or outside the US?
Yes. Most of our work can be done remotely, and our experience is global. We've supported organizations across the US, including Washington DC, New York, Chicago, New Orleans, Nashville, and Dallas, and built finance operations spanning six continents, with multi-currency accounting, international payroll, and employer-of-record compliance.
Who leads the work?
Every engagement is led directly by a Fifth District principal from the first call to the final handoff. We take on a limited number of clients at a time so each one gets senior attention, so reach out early if you see a change coming.
How do you price your work?
Every engagement is priced to fit its scope. Fees depend on the size of your organization, the work involved, and how long it runs. We'll talk through options on your consult call and confirm everything in a written proposal before any work begins.
Do you provide ongoing bookkeeping?
No. We set up the systems, write the procedures, and train the people who will run them day to day. We're happy to help you find and onboard a bookkeeper.
Not sure which fits?
That's what the consult call is for. Bring what you know, and we'll figure out the right starting point together.