Nonprofit
Less spent on overhead.
More room for your mission.
A disciplined review of recurring costs for organizations serving a greater purpose.
Let’s talk for 15 minutes
Start with the costs.
Understand the context.
Community services, foundations, associations, faith-based organizations, and other nonprofits with 25 or more employees.
Agree a manageable scope. Examine the evidence. Bring recommendations back to the people responsible for the decisions.
- Everyday overhead
- Examine telecom, utilities, supplies, and recurring service agreements.
- Payment & banking costs
- Review donation processing, transaction fees, and treasury arrangements.
- Benefits & administration
- Assess selected benefits, payroll, and retirement administration costs with specialists.
- Potential recoveries
- Review relevant refunds and exemptions with your accounting and tax advisors.
A clear path from
question to action.
You should understand the scope, your team’s involvement, and the commercial terms before you commit.
Establish the opportunity
Start with a spreadsheet of all vendor costs. We map the spending and existing arrangements, then agree which areas merit a closer review.
Validate the findings
Specialists examine the agreed invoices and contracts. Review the findings, assumptions, proposed changes, and fees before implementation.
Implement and verify
Put approved changes into practice and compare results with the agreed baseline. For supplier-related engagements, we manage the agreed supplier relationships for five years to help sustain the improvements.
Define the measure
before the outcome.
A useful report connects each finding to the original expenditure, the agreed action, and the financial benefit.
- Separate potential savings from implemented results.
- Distinguish annual savings from one-time recoveries.
- Include fees, implementation costs, and timing.
- Document the operational implications of each change.
Barbara Mullaney
Barbara is a CPA and former senior banking professional with nonprofit board experience. She brings an understanding of financial stewardship and the decisions facing mission-driven organizations.
What the first conversation covers
- Your organization and its current cost priorities.
- The vendor categories or arrangements you want reviewed.
- Whether a performance-based engagement is a suitable fit.
- The next step and who should be involved.
Clarity before
commitment.
Are recovered funds always unrestricted?
No blanket assumption should be made. The treatment of savings or refunds can depend on funding sources, grant terms, and accounting requirements. Your finance team should determine how the benefit may be used.
How are fees agreed?
A performance-based engagement links fees to defined savings. Confirm the fee rate, measurement period, exclusions, and treatment of refunds in the written scope.
What information is needed?
The first conversation requires no documents. For an agreed review, we typically start with a spreadsheet of all vendor costs, then identify the supporting contracts, invoices, and other records needed. Do not send sensitive operational, employee, or patient information through the enquiry form.
Can we explore the economics first?
Yes. Use the savings scenario tool to model a spending level and assumed reduction, before privately agreed fees and costs. It is a calculation tool, not a prediction of your outcome.