think global, work local.
$75,000 Donor Funding Secured with Strategic Budgeting for a Non-Profit
Financial Planning That Built Donor Trust & Streamlined Reporting
Client
Mid-sized non-profit organization focused on education and youth empowerment (Canada-based).
Challenges
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Operating without a structured budgeting and forecasting framework
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Donors and board members lacked transparent financial reports
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No regular bank reconciliation, leading to account mismatches and delayed audits
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Financial documents scattered across spreadsheets and folders
Solution Provided
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Created an annual budgeting and financial planning model using historical data and upcoming program projections
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Established monthly bank reconciliation routines and documented financial controls
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Built custom dashboards and quarterly financial reports for board meetings and donor updates
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Set up audit-ready folders, sorted by fiscal year with all contracts, grant records, and receipts
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Implemented Sage accounting software and trained staff on proper data entry procedures
Results
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Achieved clean audit results for the first time in 2 years
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Financial reports helped secure $75,000 in new donor funding
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Budget variance reports allowed for more strategic program spending
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Reduced financial data errors by 90%
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Stakeholders now receive detailed updates within 5 days of quarter-end
By introducing structure and visibility into financial operations, we helped this non-profit regain audit credibility and donor confidence—making their mission more sustainable and their reporting sharper than ever.
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