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Explore services and products designed to help elevate accounting and finance functions. Learn how financial data becomes a tool for decisions that drive mission.
Feel more confident with your organization’s finances
At Sagebrush Nonprofit Strategies, I work with Executive Directors and Board Treasurers to help them build the kind of financial partnership that turns numbers from a reporting obligation into one of your most powerful leadership tools.
Everything I offer is designed to connect your finances to your strategy and your mission.
The Core of What I Do
When the ED and Board Treasurer operate with shared language, clear roles, and a rhythm of communication that works before, during, and after every board meeting, financial conversations stop being a source of stress and start being a driver of strategic clarity.
My Signature Coaching Program
Treasurer Clarity Coaching Package
Clarify the roles. Strengthen the relationship. Elevate your board's financial conversations.
Most Board Treasurers step into the role with genuine commitment and no roadmap. Most Executive Directors quietly carry the financial burden and aren't sure how to ask for the partnership they need. This package closes that gap.
3 focused sessions (virtual) + 1 follow-up (virtual), over 3–4 weeks
$475
What’s Included:
Kick-Off Call (60 min): ED and Treasurer together — assess the current state and establish where you are starting from
Individual Coaching (60 min): Board Treasurer — role clarity, responsibilities by board type, preparation for board meetings
Individual Coaching (60 min): Executive Director — how to establish a partnership and communicate effectively with your Treasurer
Monthly Financial Tasks Checklist: A customized document to use during month-end preparation for each board meeting
Follow-Up Session (45 min): ED and Treasurer together — review progress, address questions, and reinforce your communication rhythm
What You’ll Walk Away With:
✓ A Treasurer who understands exactly what their role requires — and feels confident fulfilling it
✓ An ED who feels genuinely supported in their financial leadership, not isolated
✓ A defined communication rhythm between the Treasurer and ED that works before, during, and after board meetings
✓ A foundation for the kind of Treasurer/ED partnership that makes every board meeting more strategic
✓ A Strategic Financial Conversations Roadmap you can use going forward
Financial Clarity Session and Annual Budget Sessions
90-Minute Financial Clarity Session
One focused conversation. A written roadmap. Complete clarity on where your financial leadership stands.
In 90 minutes, we'll map your current financial leadership reality, identify the gaps that carry the most risk, and build a concrete roadmap you can take back to your board. You'll leave with a written blueprint whether or not we work together further — this is a diagnostic and planning tool, not a sales call.
$175
What’s Included:
STRATEGY SESSION (90 min) – with Executive Director
· A structured review of your current financial leadership situation. Assess the current state. Where are we now?
GAP IDENTIFICATION
· Pinpoint your top 2–3 financial governance gaps and where the highest risk lives right now.
WRITTEN BLUEPRINT DELIVERABLE
· A one-page written roadmap summarizing your current state, priority gaps, and a sequenced 90-day action plan
What You’ll Walk Away With:
✓ A clear picture of where your financial leadership is strong and where the gaps are
✓ A written, actionable roadmap you can immediately share with your board
✓ A sequenced next-step plan with specific priorities
Annual Budget Clarity Session
Guided coaching to build your annual budget with confidence.
In 60 minutes, we’ll review your completed Pre-Work Annual Budget Intake Form to guide us while we build your annual budget on a shared worksheet, with support on categories, assumptions, and structure.
$ TBD
What’s Included:
PRE-WORK ANNUAL BUDGET INTAKE FORM
· A short form covering essential preparation areas that include questions around the organization, programs, finances, and relevant data for budget planning. To be submitted before your call.
ANNUAL BUDGET CLARITY CALL (60 min)
· A live, guided session where you build your annual budget on a shared worksheet, with support on categories, assumptions, and structure.
STRUCTURED WALKTHROUGH
· Goals, scope, and line-item budget covered within the hour.
What You’ll Walk Away With:
✓ A working draft of your annual budget, built with expert guidance
✓ Confidence in the categories and assumptions behind your numbers
✓ A repeatable process you can use for future budgets
Annual Budget Structures
You share the details. We build the structures.
We’ll review your completed Pre-Work Annual Budget Intake Form together. After this review, we’ll complete an annual budget document and deliver it within 3 business days. Included, should it be needed, is also one round of revisions.
$ TBD
What’s Included:
PRE-WORK ANNUAL BUDGET INTAKE FORM
· A short form covering essential preparation areas that include questions around the organization, programs, finances, and relevant data for budget planning. To be submitted before your call.
ANNUAL BUDGET CLARITY CALL (45 min)
· A focused call to review scope and resolve any open questions about categories or assumptions.
COMPLETED ANNUAL BUDGET DOCUMENT
· A finished annual budget, delivered within 3 business days.
ONE ROUND OF REVISIONS
· Included, so you can request adjustments after reviewing the completed budget.
What You’ll Walk Away With:
✓ A completed annual budget
✓ Confidence that your numbers are structured and defensible
✓ Time back in your week
✓ A foundation you can adapt for future annual budgets
Program Budget Sessions
Program Budget Clarity Session
Guided coaching to build your program budget with confidence.
In 60 minutes, we’ll review your completed Pre-Work Annual Budget Intake Form to guide us while we build your program budget on a shared worksheet, with support on categories, assumptions, and structure.
$ 67
What’s Included:
PRE-WORK ANNUAL BUDGET INTAKE FORM
· A short form covering essential preparation areas that include questions around the organization, programs, finances, and relevant data for budget planning. To be submitted before your call.
PROGRAM BUDGET CLARITY CALL (60 min)
· A live, guided session where you build your program budget on a shared worksheet, with support on categories, assumptions, and structure.
STRUCTURED WALKTHROUGH
· Goals, scope, and line-item budget covered within the hour.
What You’ll Walk Away With:
✓ A working draft of your program budget, built with expert guidance
✓ Confidence in the categories and assumptions behind your numbers
✓ A repeatable process you can use for future budgets
Program Budget Structures
You share the details. We build the structures.
We’ll review your completed Pre-Work Program Budget Intake Form together. After this review, we’ll complete a program budget document and deliver it within 3 business days. Included, should it be needed, is also one round of revisions.
$ 147
What’s Included:
PRE-WORK PROGRAM BUDGET INTAKE FORM
· A short form covering program scope, funding sources, and known costs. To be submitted before your call.
PROGRAM BUDGET CLARITY CALL (45 min)
· A focused call to review scope and resolve any open questions about categories or assumptions.
COMPLETED PROGRAM BUDGET DOCUMENT
· A finished, submission-ready budget, delivered within 3 business days.
ONE ROUND OF REVISIONS
· Included, so you can request adjustments after reviewing the completed budget.
What You’ll Walk Away With:
✓ A completed program budget
✓ Confidence that your numbers are structured and defensible
✓ Time back in your week
✓ A foundation you can adapt for future program budgets
Let’s Work TogetherIf you're interested in working with us regarding a specific project, please complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.