Tools to Help You Lead

with Clarity & Confidence

Practical, mission-aligned tools designed to strengthen your systems, clarify decision-making, and support the work that matters most.

Each resource reflects nearly four decades of nonprofit financial leadership and coaching experience.

Practical, mission-aligned tools designed to strengthen your systems, clarify decision-making, and support the work that matters most.

Each resource reflects nearly four decades of nonprofit financial leadership and coaching experience.

Featured Resources

Click on an image below to download the resource.

See your organization’s annual cash trajectory with clarity.

Use this month-by-month cashflow projection to identify seasonal highs & lows, anticipate thin months, and guide proactive decisions. It helps leaders align reserves, spot timing gaps, and strengthen planning without extra accounting detail.

Gain a clear, practical view of near-term cash needs.

Use this 13-week planner to identify tight weeks, manage payment timing & stay ahead of cash pressure. It helps leaders sequence commitments, support team decisions, and plan proactively without extra complexity.

See why cash timing—not activity—drives nonprofit financial health.

This preview chapter shows why timing gaps matter, how patterns drive cashflow, and how leaders can plan with clarity before diving into the tools.

Evaluate how well your budget reflects what matters most.

Use this quick, practical tool to identify drift, refocus priorities, and realign your mission and resources. Strengthen your financial clarity and ensure every decision reflects the heart of your organization’s purpose.

Discover how coaching brings clarity & confidence to leadership.

Executive coaching helps faith-based nonprofit leaders slow down, think clearly, and make mission-aligned decisions. Discover how a trusted partnership strengthens focus, unites teams, and builds resilience for lasting impact.

Gain clarity where finances & mission meet.

A CFO advisor helps faith-based nonprofit leaders align vision, strategy, and finance so decisions reflect purpose. Discover how a trusted partnership brings structure, insight, and sustainability to strengthen your mission.

Coming Soon

New leadership and financial tools are in development.

See why cash timing—not activity—drives nonprofit financial health.

This preview chapter shows why timing gaps matter, how patterns drive cashflow, and how leaders can plan with clarity before diving into the tools.

Ready to Bring Clarity to Your Organization?

These tools are just the starting point.

If you’re ready to align your mission, strategy, and financial systems, let’s start a conversation about what that could look like for your organization.

Recent Leadership Reflections

From the Trail offers space to pause, gain perspective, and apply insight — reflections that help you lead with clarity and conviction.