Our team has the privilege of working with many prestigious organizations across the country, covering a range size and complexity.  As a national practice, we are positioned to service our clients located in all time zones.  Most of the nonprofit organizations that approach us have not previously employed the services of an advisory firm prior to working with our team.  

Documentation and transparency regarding items such as service agreements and fee arrangements are also crucial, and our team makes this part of its protocol. Each client receives an annual executive summary at the end of each year. The team also has a proactive client communication model and strives to analyze any new legislation and provide information to clients as soon as possible.