Advisory Services

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Budgeting, Forecasting, and Special Projects delivered by our team of Nonprofit CFO’s.

Jitasa’s Three Pillars

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J-SAT

The Jitasa Strategic Advisory Team is comprised of former CFO’s from nonprofits across the country, bringing extensive and diverse industry experience. Our team is prepared to solve your toughest problems.

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Technology

Our Strategic Advisory Team utilizes industry leading technology to update your budget and forecast the future. Avoid costly time and errors driven by multiuser excel models. Create multiple outcome scenarios and program specific forecasts all in one place.

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Nonprofit Focused

We only work with nonprofits. Whether it’s complex federal grant management, multisystem integration, or strategic growth analysis, the Jitasa Strategic Advisory Team can support your nonprofit.

See how Jitasa can help your nonprofit

Core Services

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Budgeting & Cashflow Forecasting

The foundation of our Advisory Services. Through budgeting and forecasting our Strategic Advisory Team develops an intimate understanding of your nonprofit unlocking our ability to be trusted advisors.

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Dashboards and KPI’s

Setup and analyze your key metrics for a faster and clearer assessment of your organization. Combine financial, programmatic, and donor metrics to understand the full picture.

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Grant Setup, Advice, & Allocation

Indirect cost negotiations and allocations, grant management and burn down rates, strategic funder advice.

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Compensation Policies & Benchmarking

Our JSAT team can assess your current compensation policies or create them along side you using industry benchmarking research.

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Nonprofit Management System

Need help managing your nonprofit? We will implement an organizational management system that supports real traction in pursuit of your goals.

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Internal Systems Analysis and Control Assessments

Protect your nonprofit. Ensure you have proper segregation of duties as well as utilize industry best practices to conduct and manage your accounting processes.

Tier Pricing

Tier 1

  • Monthly J-SAT Webinars
  • CFO Advice, Ad Hoc QuestionsDuring office hours, scheduled as available
  • Budgeting & Forecasting (monthly)
  • Dashboards Included
  • Custom KPIs / Donor Metrics
  • Special Projects (a la carte)
  • Attend Board Meetings (virtual)

Tier 2

  • Monthly J-SAT Webinars
  • CFO Advice, Ad Hoc QuestionsOne-on-One
  • Budgeting & Forecasting (monthly)
  • Dashboards Included
  • Custom KPIs / Donor Metrics
  • Special Projects (a la carte)
  • Attend Board Meetings (virtual)

Tier 3

  • Monthly J-SAT Webinars
  • CFO Advice, Ad Hoc QuestionsOne-on-One
  • Budgeting & Forecasting (monthly)
  • Dashboards Included
  • Custom KPIs / Donor Metrics
  • Special Projects (a la carte)
  • Attend Board Meetings (virtual)

Special ProjectsNot to exceed 60 hours per year

See how Jitasa can help your nonprofit