01
Budgeting
Annual, program, and grant budgets built around how your organization actually operates.
Plan clearlyCFO & Advisory
Finance guidance for what's next.
Budgeting, cash flow forecasting, scenario planning, board support, and finance advice for nonprofits making decisions that need more than last month’s numbers.
Cash forecasts
Board support
Scenario planning
Forecast view · 12 months
Decision-ready finance
Cash runway7.8 mo
Scenarios built3
✓Budget scenariosReviewed
✓Cash forecastUpdated
✓Board notesReady to discuss
Planning view
Base case7.8 mo
Delayed grant5.4 mo
Growth case9.1 mo
What this includes
The finance thinking that helps leaders make calmer decisions.
Built around the decisions nonprofit leaders actually face: hiring, grant timing, program growth, cash pressure, and board confidence.
02
Cash flow forecasting
Rolling forecasts that show runway, timing risk, and upcoming pressure before decisions get expensive.
See runway03
Scenario planning
Base, delayed-funding, growth, and staffing scenarios to help leaders compare options clearly.
Compare options04
Board reporting & support
Monthly or quarterly board packs, plus finance context for committee meetings, budget approvals, and major decisions.
Board confidence05
Program analysis
Program-level financial views that show cost, funding mix, margin, and sustainability.
Know the model06
Plain-English reporting
Short explanations that help EDs and boards understand variance, cash, deadlines, and reporting risk.
Decision contextWhat it looks like
Forecasts that make decisions easier.
A useful forecast does more than project cash. It helps leaders see what happens if funding arrives late, hiring moves forward, or program costs shift before the decision is already made.
Cash forecast · 12 months
$186,400 cash
Base case
7.8 mo
Delayed grant
5.4 mo
Add staff
6.2 mo
Growth case
9.1 mo
RiskGrant timing
DecisionHiring plan
BoardDiscuss
You might need this if
The numbers are available, but the decision still feels unclear.
You are planning hiring, growth, or a new program and need the numbers tested.
Cash timing is hard to predict because grants arrive unevenly.
Your board needs clearer financial context before approving decisions.
Budgets are built once, then stop being useful during the year.
You want finance leadership without hiring a full-time CFO.
You need someone to turn finance data into practical next steps.
Want to see what this would look like for your next big decision? Start with a free, no-pressure review of your current budget, forecast, and finance questions.
How it works
A simple rhythm from financial questions to clearer decisions.
01
Understand the decision
We clarify the question, timeline, board context, funding assumptions, and what the numbers need to answer.
02
Build the view
We create the budget, forecast, scenario, or board-ready view that makes the decision easier to compare.
03
Advise the next step
You get plain-English guidance, tradeoffs, and an ongoing rhythm for keeping the view current.
What those steps create
Outcome
Decisions have context
Leaders can see the financial tradeoffs before committing to the next move.
Outcome
Cash risk is visible
Grant timing, hiring, and program costs show up before they become surprises.
Outcome
Boards get clearer answers
Finance conversations move from “what happened?” to “what should we do next?”
What our partners say
Organizations that stopped worrying about their books.
East End Arts has been very impressed with the thorough and responsive bookkeeping service that Sympl Solutions have provided us... The team at Sympl Solutions have expertise in the not-for-profit sector which has been an invaluable asset. I would highly recommend their service.
Eileen ArandigaExecutive Director, East End Arts
Sympl Solutions has been an invaluable partner in managing our finances accurately and efficiently. As a growing nonprofit, their expertise ensures we stay compliant and financially healthy... They are a pleasure to work with—highly responsive, engaging, and truly invested in our success!
Camesha CoxExecutive Director, The Reading Partnership
We needed a professional, digitally enabled solution which could process our payables and receivables every month... The Sympl team has been fantastic, super professional to work with and also quite flexible whenever we need to make payments outside of our regular timelines... We would highly recommend them to other organizations and not-for-profits!
Bridge LoveCEO, Care/Of
Natasha and the Sympl Solutions team have brought transformative systems to North York Arts, including a new CRM that integrates multiple layers of our organisation... The entire team has been nothing short of exceptional: highly communicative, collaborative and solution-oriented! I highly recommend them.
Christina GianneliaExecutive Director, North York Arts
Free 30-minute finance review
Let's make your finances the calm part.
A structured look at your current books, reporting pressure, and one practical risk area. You leave with something useful either way. Free, no obligation.
30 min
What we'll cover
✓Your chart of accounts, and whether it matches your reporting needs
✓Your grant or contract tracking setup
✓One risk area to fix first