Halcyon Advisers is an outsourced, fractional CFO exclusively for non-profits and social entrepreneurs. Our mission is to help the people creating more equitable futures maximize their social return.

Modeling – we build excel models requested by investors, foundations, grant applications, banks, corporate donors, or sometimes just for internal budgeting/forecasting purposes. If you supply us with existing financial statements or add us to your Quickbooks, and chat to us for half an hour, we can usually produce a draft 3-part financial model (pnl, balance sheet, cash flow) with 5-years of forecasts in less than 24 hours.

Bookkeeping/Taxes – We are not CPAs (we can contract them) but we can manage your Quickbooks and we are authorized to prepare returns. Bookkeeping directly with Quickbooks usually costs $500 to cleanup and $200/mo. We have no rent or boss to pay and do it at a fraction of the cost. Most organizations can be done at half that price. If we have your books in order, we can prepare your tax forms very quickly at a fraction of what a CPA would charge.

Consulting – Magical things can happen when we flip your existing revenue from one-off charges into a subscriber-based model. We can model out what it looks like when you move your curriculum from classrooms onto web-based platforms. You know your organization best, but we help encourage growth, model it, and look for funding together. Consulting services typically go hand-in-hand with modeling, but we can offer it as a standalone service.

Grant writing – If we understand your organization well enough, or you give us enough fodder for our cannon, we can assist with grant applications. Usually we take care of the financial components, but we can handle a bit of prose if we have to.

Fees – $75/hour, basically.