More than clean books. Strategic insight for your next big decision.
At Stainless Books, we believe good data is just the beginning. Our advisory services turn your financials into clarity, confidence, and actionable plans—so you can lead with purpose, not just keep up.
Whether you’re navigating growth, preparing for your next board meeting, or managing complex grants, we’re here to help you see the road ahead.
Our advisory services are available to active monthly clients in the Insight and Vision packages—or can be added individually based on your organization’s needs. Each one is tailored to the decisions you’re making, the stakeholders you’re reporting to, and the mission you’re driving forward.
Our goal isn’t just to deliver numbers. It’s to help you use them with purpose.
Each advisory service includes a discovery call, curated analysis, and a client-friendly summary—delivered via Zoom, Loom, or written report depending on your needs. Reports can be added to your monthly package or requested as a one-off project.
These services are ideal for nonprofit leaders who:
Report to a board or grant funder
Need help with financial storytelling and strategy
Are preparing for growth, audits, or big decisions
Want to use their financials to lead—not just react
A proactive review of grant spending and pacing to make sure no dollar goes off course.
Designed for organizations managing multiple funding streams or preparing for funder reporting, this service helps ensure you’re spending in alignment with grant terms—on pace and with purpose. We’ll review your burn rate, flag red flags, and suggest next steps to avoid overspending, underspending, or noncompliance.
Run the numbers before you make the move.
Thinking of expanding your team? Launching a new program? This service gives you clarity on the financial impact of your options. We’ll map out multiple scenarios and show you how each one affects your bottom line, reserves, and future sustainability.
A customized plan that keeps your spending and reserves aligned with your real-time needs.
We help you build and maintain a 12-month rolling cash flow plan so you can move confidently, even when income is unpredictable. With regular check-ins, you’ll always know where you stand and when it’s safe to spend.
Lead your next board meeting with confidence.
We’ll deliver a polished, presentation-ready packet that highlights trends, risks, and key takeaways—so your board can fulfill its fiduciary role and engage in meaningful strategic discussion.
What it includes:
Highly curated reporting packet, typically quarterly or tied to board meetings
Clean formatting, explanatory footnotes, and visuals where helpful
Strategic commentary (not just what happened—but what it means for the org’s future)
Option to include cash forecasts, reserve targets, or grant burn rates
Tailored to what your board needs for confident oversight and strategic input
Monthly or quarterly insights on what’s going according to plan—and what needs adjusting.
Don’t wait until year-end to adjust. We’ll compare your actuals to budget, flag key variances, and help you realign your plans early—so you stay on mission and on track. Think of it as a financial pulse check that helps your leadership team stay nimble and informed.
Note: This service goes beyond the standard budget vs. actual report included in the Insight and Vision bookkeeping packages. While they include monthly delivery of the report itself, the Budget Check-In offers strategic interpretation—explaining key variances, risks, and next steps. It’s ideal for organizations seeking not just the data, but the story behind it.
Financial storytelling for your leadership team.
Go beyond the numbers. This internal-facing report translates your financial data into plain-language insights—like trends, risks, and opportunities—so you can lead your organization with clarity and purpose.
What it includes:
Custom analysis of financial performance (e.g., budget vs. actual, program efficiency)
Forecasting insights (e.g., cash runway, grant timing gaps)
KPI snapshots or dashboards
Commentary for internal use—typically reviewed by leadership or operations team
Delivered monthly or quarterly, depending on package
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Contact
We are a fully remote firm that serves clients all over the United States.
Book a call here!
P: 908-444-6050
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