Fractional Leadership For Indepenent Schools

Financial Planning & Management for

Nonprofits & Educational Institutions

Fund your mission, achieve your strategic goals, and do more good.

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Your organization can do so much more than just stay afloat.

When enrollments dip and costs rise, it’s easy for organizations to take a reactive approach to their finances. We’re here to help you flip the script and take charge of your financial planning.

Creating a financial landscape that empowers your organization's members, boosts profits, and allows you to do more good might seem impossible.

But it’s not.

Not when you have clarity on your organization’s financial health and a focused path forward.

Helping schools & nonprofit organizations achieve their strategic & financial goals

Our specialized financial planning services help your organization increase earnings, introduce new programs, compete on a higher level, and change more lives.

Business + Financial Planning

Crisis + Incident Management

Alternative Revenue Development

Financial + Operational Training

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a small school with a BIG mission

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Four years ago, this PK-8 independent school was on the brink of closure, which would have been devastating to the community it serves — children with learning differences and speech needs.

By partnering together, we were able to train their board, overhaul their finances, and create a sustainable budget for them. Now, school is thriving and continuing to make a lasting difference for their students.

Former lawyer turned financial consultant for nonprofits & educational institutions

School has always been a cornerstone of my life and achievements. From attending law school to earning two master’s degrees and a doctorate, I saw exactly how empowering education is.

But I also knew that I wasn’t made for teaching. Instead, my knowledge and experience align with an often-overlooked aspect of nonprofits and schools: financial and business planning.

Today, I partner with administrative leaders, department heads, and board members. Together, we’ll map out your organization’s financial future so you can make a more positive impact on the world.

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  • The smartest move I made as a new head at a new school was to reach out to David Hanson and his team at Winthrop & Associates.

    We asked for a financial health and sustainability assessment, and they provided us not just a financial analysis but budgetary and long-term Pro Forma recommendations alongside philanthropic, staffing, operational, and risk management assessments. The board and I were so impressed that we have retained David and his team to support us in building our long-term financial and strategic plan.

    — Head of Independent School

  • David and his team were exceptionally thorough, detailed, and professional in their approach, recommendations and support during and after the analysis.

    In 2021, as the new CEO for a non-profit foundation, we engaged with Winthrop & Associates to perform an operational, organizational, and financial assessment. Their insights helped streamline processes and efficiencies in our operations and helped position our foundation for greater growth and impact.

    — President & CEO of Scholarship Foundation

Unlock your organization’s
potential today.

Experience the transformative process of working with an expert financial planner with one of our complimentary services.

  • Process Mapping

    Analyze a key organizational process and uncover opportunities for improvement

  • Crisis Management

    Analyze your organization’s crisis readiness and get clarity on the path forward

  • Project Management

    Analyze organizational needs and outline a comprehensive project roadmap

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Your organization deserves financial planning services that are as exceptional as your mission.