Advisory & strategic services

Decoration

Building organisational capacity. Supporting the change you need.

Our mission is to empower your decision-making, for greater social impact.

We offer short-term coaching for executives, finance leaders & managers, to enhance their financial expertise.

Changes ahead? We provide strategic financial advisory for NFPs around new programs & structural transformation.

Advisory services are delivered by senior finance practitioners, with extensive experience in the sector.

Executive financial coaching

For non profit CEOs; COOs, Board members & other executives

Looking to boost your financial confidence and impact? Our coaching can help.

We work with leaders who want to make smarter financial decisions, bridge the gap between strategy and finance, and communicate with greater confidence at the Board table.

Our virtual coaching services are highly customisable, depending on your goals.

Whether you’re navigating funding challenges, refining team responsibilities, or strengthening your financial management influence, we’ll be your trusted sounding board.

Does this sound familiar?

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You’re a not for profit leader who:

  • Wants more confidence to lead in Board and financial discussions

  • Notices a disconnect between financial goals and organisational strategy

  • Wants a sounding board, for complex financial or funding challenges

  • Is seeking guidance to set clear responsibilities across your Finance team, Executive and Board

At the end of our coaching, you'll have a deeper understanding of financial and accounting concepts.

You'll be more confident navigating complex financial situations, and better equipped to connect financial strategy with your NFP's mission.

CFO coaching

Do you feel empowered in your role as CFO?

It can be lonely at the top. With Purpose, you're not alone.

Our virtual CFO coaching service can help. We take the time to understand your goals and design tailored content, to suit your needs.

Let us be your sounding board for best practice NFP financial management.

Does this sound familiar?

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If any of these ring true, our CFO coaching services might be a good fit for you:

  • You’d like more influence as an executive

  • You don’t have peers at your level and you'd like a sounding board for best practice NFP financial management

  • You don’t feel that you have a ‘north star’ - your organisation’s financial goals aren't well articulated

  • You feel that your Finance function is not optimised

  • There’s been recent organisational change or growth impacting your team

Engage us for CFO coaching services and you'll see results that speak for themselves. With a clear 'north star', you'll be better equipped to set and achieve financial goals for your non-profit.  

Finance training for managers

Could your managers benefit from stronger financial skills?

Financial literacy directly supports good decision-making and accountability in for-purpose organisations.

We offer tailored training for managers, so you can specify the areas you want covered.

Our training helps managers decode financial reports, grasp key accounting concepts, and apply best-practice NFP financial management, with confidence.

Does this sound familiar?

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Our managers training could be a great fit for your organisation if:

  • You're expanding the group responsible for managing budgets   

  • You have new managers (or managers who are new to managing budgets)
  • You'd like your managers to be more empowered, to make informed choices about resource use, priorities, and program delivery
  • Your managers need a safe space to ask those '101 accounting' questions

Reach out to us and we'll help improve financial insights and decision-making amongst your managers.


Ready to tackle big financial decisions and lead with confidence?

We help NFP leaders navigate change, build financial know-how, and gain the clarity they need to make an impact.

Through practical, tailored coaching and training for Executives, CFOs and managers, our senior finance practitioners equip you to interpret financials, tackle challenges, and lead with clarity.

Let us help you create stronger teams and greater social impact.

Financial advisory: new programs & structural changes

Is change on the horizon?

We know that strategic decisions for NFPs must be financially sound, compliant, and in line with your mission.  

We're here to help you ensure that organisational growth and change harmonise with financial sustainability.

With decades of experience in the sector, you can rely on our specialist advisory services to help you navigate change.

New programs + organisational change  

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Reach out to Purpose if you need help with:  

  • Financial due diligence: reviewing financial health, liabilities and assets
  • Integration planning: aligning budgets, systems, payroll, and financial reporting structures
  • Scenario modelling: testing the financial impact of business changes
  • Unit costing: understanding and articulating your cost base, to inform strategy
  • Cash flow and reserves planning: managing financial stability during transition
  • Feasibility studies: assessing whether a program or project is financially viable, and how it aligns with available funding
  • Financial risk assessment: understanding potential financial exposures or sustainability risks

Begin your journey with us

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