For nonprofits
For nonprofits: annual reports and board dashboards from the data you already track
Funders and boards want clear numbers, and someone on your team spends weeks every year pulling them together. I build annual and impact reports and simple board dashboards from your existing spreadsheets, donor software and program records, so reporting stops eating the spring.
What I see
- Program numbers spread across spreadsheets, sign-in sheets and donor software.
- The annual report rebuilt from scratch each year.
- Board meetings where half the time goes to explaining the numbers.
What I build
- Annual and impact reports (starting at $1,500), designed and written from your data. Financials labeled "Unaudited, prepared by management" unless audited.
- Board dashboards that update from the sources you already use.
- Grant reporting templates so the next report is mostly a refresh.
Quick intake
Five questions. Answer what you can and I’ll tell you what I’d look at first.
- What does your organization do, and who do you serve?
- Where do your program and donor numbers live today?
- When is your next annual report or major grant report due?
- Who on staff or the board owns reporting now?
- Does your board review a dashboard or packet today?
How to start
- Take the free 5-Minute Front Door Check. Results show on screen, no email needed.
- Book a free 20-minute fit call.
- If it makes sense, the Data Readiness Review starts at $750, credited toward a build if you sign within 60 days.