Your bookkeeper tracks the past. I help you plan what's next.
Three ways to work together. Not sure which one fits? That's what the first call is for.
Starting from scratch or already have a budget? Either way, you'll get a clear picture of your finances and what they mean for the year ahead, plus expert guidance on which numbers you can lean on and which ones carry risk.
A finance partner who already knows your organization, on call for whatever comes up between board meetings.
Sometimes you don't need an ongoing partner, just an experienced finance person for one specific question that's in front of you right now.
No dense spreadsheets to decode. You get the numbers that matter, laid out so you can see where you stand, what's coming, and what to tell your board, at a glance.
A sample board dashboard. Yours is built on your real numbers, and I'll walk you through what they mean.
We talk through your organization, your funding, and what you're trying to figure out. If it's not a fit, I'll tell you.
You share your financials and what's on your mind. I work through the numbers and pressure-test the assumptions to find what's shaky and what a board or funder will question.
I walk you through what I found and what it means for your decision, in plain language, plus whatever support comes next.
Kara has spent more than ten years in financial planning and analysis for nonprofits and high-growth companies. She helped shape the financial strategy behind $100M+ in annual revenue at charity: water, and managed budgets across 15 grant-funded revenue streams at the NYC Department of Health. She's also led forecasting at companies like Rent the Runway, and holds an MBA from NYU Stern.
She started Margin & Forecast because too many nonprofits make big decisions without a real financial picture, and that shouldn't take a full-time hire to fix.
Tell me where your organization is and what you're trying to figure out. I'll set up a free call to see if it's a good fit.
I typically respond within one business day.