Helping you understand, strengthen, and steward your organization.

Every organization has different needs.

Sometimes you need someone to step back and help you understand what’s working, what’s not, and what needs to change.

Other times, you already know what you need and simply need the right support to get it done.

Cedar & Steward offers both.

STEWARDSHIP SUPPORT

Ongoing support for the work behind your mission.

Once you know what your organization needs - or if you already know where you need help - Cedar & Steward can provide ongoing financial and operational support.

Our monthly retainer model gives your organization access to consistent support without the cost of building an entire internal team.

From bookkeeping and financial reporting to SOPs and operational processes, we help take care of the work behind the mission.

Choose the level of support your organization needs.

Foundation

$650

The essentials to keep your organization focused

For organizations that primarily need dependable financial record keeping and basic reporting.

Includes:

Basic bookkeeping

  • Recording of income and expenses

  • Tracking of donations, offerings, and other receipts

  • Account reconciliation

  • Monthly financial reports

  • Basic financial organization

  • Up to 2 SOPs per month

Best for: Smaller organizations that need consistent financial records and greater visibility without adding an internal employee.

Recommended

Growth

$1,250

More support for organizations growing in complexity.

For organizations that have moved beyond basic bookkeeping and need additional financial and operational support.

Includes everything in Foundation, plus:

  • Expanded financial reporting

  • Budget tracking

  • Cash-flow visibility

  • Financial organization and cleanup

  • Operational process support

  • Workflow improvement

  • Up to 4 SOPs per month

Best for: Organizations that are growing and need additional structure, organization, and capacity behind the scenes.

Steward

$2,250

Help Us Lead.

Fractional Leadership & Organizational Advisory

For organizations navigating growth, transition, complexity, or significant organizational decisions.

Includes everything in Growth, plus:

  • Annual budget development

  • Financial forecasting

  • Scenario planning

  • Financial modeling for major decisions

  • Resource allocation support

  • Financial risk assessment

  • Organizational planning

  • Operating plan development

  • Strategic initiative support

  • Organizational structure review

  • Capacity planning

  • Growth-readiness planning

  • Deeper internal-control oversight

  • Risk identification and mitigation

  • Governance support

  • Leadership and board reporting support

  • Policy framework development

  • Regular leadership access

  • Participation in key planning conversations

  • Support for significant organizational decisions

  • Ongoing finance and operations problem-solving

  • Priority support between meetings

Best for: Organizations that need a fractional finance and operations leadership resource to help navigate what comes next.

FIGS

Focused Project-Based Support

Not every organization needs an ongoing partner.

Sometimes you need to understand what’s not working. Sometimes you need to build what’s missing. Sometimes you’re preparing for growth - or trying to turn a big idea into a practical plan. That’s where FIGS comes in.

FIGS provides focused, project-based support to help you assess, build, prepare, and move forward with clarity.

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FOUNDATION (F)

Understand where you are.

Not sure where the gaps are or what needs attention first? Foundation helps you understand your organization’s current financial and operational position and identify the opportunities, risks, and priorities that matter most.

Starting at $1,500

The outcome: A clearer picture of where you are and what to do next.

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INFRASTRUCTURE (I)

Build what you need.

You know what’s missing, inefficient, or holding you back. Now you need to fix it. Infrastructure helps you put the right financial, operational, administrative, and organizational foundations in place.

Starting at $3,500

The outcome: Practical infrastructure that makes your organization stronger and easier to operate.

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GROWTH (G)

Prepare for what’s next.

Growth can expose gaps that weren’t visible before. Whether you’re adding programs, increasing funding, expanding your team, or entering a new stage, Growth helps you prepare your organization to support what’s ahead.

Starting at $3,000

The outcome: A stronger foundation for sustainable growth.

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STRATEGY (S)

Turn direction into action.

You know where you want to go. Now you need a practical path to get there. Strategy helps translate vision and priorities into an executable plan - with clear actions, resources, measures, and ownership.

Starting at $2,500

The outcome: A practical plan that turns direction into action.

If you already know the problem, we can start there.

À LA CARTE

Sometimes You Just Need Help With One Thing.

Not every need requires a full project. For smaller, clearly defined needs, we provide focused support to help you get the answer, analysis, or deliverable you need.

$500 minimum engagement

If the need grows beyond a focused engagement, we’ll help you determine the right next step.

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