Your Trusted Partner in Smart Consulting
Services Offered
All services are customized and delivered with attention to mission-driven identity, stewardship, and limited budgets.
Discovery assessment (1-2 days equivalent)
Project-based engagements
Monthly retainers (light advisory to heavier fractional support)
Training workshops (virtual or in-person)
Packaging options for each:
Financial Management
Budgeting, cash-flow forecasting, internal controls, grant tracking, basic financial policies
Delivery format: Project or retainer
Cost: $2,500-$8,000 for a project; $1,500-$3,500/mo for a retainer
Human Resources
Handbooks, job descriptions, performance systems, volunteer management, basic compliance
Delivery format: Project or packages
Cost: $1,500-$6,000
Operations Management
Process mapping, workflow improvement, technology recommendations, facilities/admin systems
Delivery format: Assessment and Implementation
$3,000-$12,000
Medical Practice Management
Billing/coding review support, scheduling systems, compliance basics, staff workflows (for small mission-driven clinics)
Delivery format: Assessment and Recommendations
Cost: $4,000-$15,000
Team Building
Facilitated sessions, communication norms, conflict resolution, mission-aligned culture work
Delivery format: Half-day/full-day or series
Cost: $1,500-$5,000
Strategic Planning
Mission review, environmental scan, goal setting, implementation roadmaps, board retreats
Delivery format: 3–6 month process
$8,000–$25,000
Administrative Assistance
Virtual admin systems setup, document organization, policy drafting, fractional admin support
Delivery format: Project of retainer
$1,000-$3,000/mo or hourly
“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”
– Former Customer