The Warp Checkup
A rapid financial health snapshot
Who It’s For
Founders, Executive Directors, and purpose-driven business leaders who want fast, focused insight into the current state of their financial systems without committing to a full-time CFO.
What You Get
A concise, expert diagnostic that identifies strengths, risks, and next steps. This is a great entry point for organizations flying without a CFO or leaders new to their role. We focus on clarity, not complexity.
What’s Included
- Kickoff Call (30 mins): Understand your model, mission, and immediate concerns
- Rapid Review: Snapshot of cash position, forecasting tools, and key risks
- Visual Dashboard: 60-day and 6-month runway view using a basic model
- 1-Page Summary: Top 3 financial risks and 3 recommended next steps
- Debrief Call (45 mins): Walk through findings and explore opportunities for support
Timing
Delivered within a few business days of kickoff
Investment
$1,500 – $2,500 depending on complexity
Bonus: 100% credit toward a longer-term engagement if booked within 30 days
The Value It Delivers
💵 MONEY
- Surfaces hidden risks that could derail plans or funding
- Helps prevent costly mistakes through early detection
⏱ TIME
- Saves leadership time by organizing and interpreting key financial insights
- Highlights areas where systems are wasting internal capacity
📈 QUANTITY
- Sets a foundation for scalable systems and future forecasting
- Flags the processes that need upgrading as you grow
⭐ QUALITY
- Evaluates the accuracy and usefulness of current financial reports
- Equips you with language and visuals for
The Weave Budget Sprint
A strategic budget build for purpose-driven organizations
Who It’s For
Executive Directors, founders, and leadership teams who want a budget that aligns with their mission, reflects reality, and can be confidently shared with staff, board, or funders.
What You Get
A collaborative, short-term engagement that results in a clean, clear, and usable budget. We help you connect dollars to decisions and build a tool you can actually lead with.
What’s Included
- Kickoff Call (45 mins): Align on strategy, goals, and constraints
- Budget Development: Draft and refine a 12-month budget with program or department views
- Revenue Forecasting: Editable assumptions to support grant planning, fundraising, or board confidence
- Mission Alignment Summary: One-page brief connecting your budget to core goals
- Debrief Call (60 mins): Walk through tools, coach your team on how to use them
Timeline
Typically completed within 1–2 weeks depending on complexity and feedback cycles
Investment
$2,500 – $4,000 depending on scope
Optional Add-On: Board-ready summary brief (+$500)
The Value It Delivers
💵 MONEY
- Builds a realistic budget that reflects your constraints and strategy
- Helps unlock grants or align spending to values
⏱ TIME
- Saves weeks of spreadsheet wrangling with expert structure and guidance
- Gives you a shareable tool for board and staff alignment
📈 QUANTITY
- Prepares your org for scale with clearer forecasts and visibility
- Lays the foundation for future scenario planning and forecasting
⭐ QUALITY
- Translates strategy into numbers your whole team can understand
- Strengthens trust with funders and leadership through clarity
Warp & Woof CFO Partnership
Strategic Financial Leadership for Purpose-Led Teams
Who It’s For
Organizations with $2M to $30M in revenue who need experienced finance leadership, but don’t need or can’t afford a full-time CFO. Ideal for nonprofits and purpose-driven businesses with strong accounting systems but a lack of forecasting, strategic reporting, or financial storytelling.
What You Get
A consistent, embedded partner to help your leadership team make financially smart, mission-aligned decisions. We build forecasting tools, support board communication, and help you see around financial corners before they become crises.
Partnership Tier Options
Thread
Best for lean teams seeking monthly financial insight and light forecasting. Includes monthly review calls, rolling forecasts, and occasional scenario planning.
💰 Range of $2,000/month — 6-month minimum
Weave
Ideal for orgs with multiple programs, funders, or departments. Adds departmental coaching, KPI dashboards, and board meeting prep.
💰 Range of $3,500/month — 6-month minimum
Loom
Built for complex or fast-scaling orgs. Includes custom dashboards, biweekly leadership calls, impact metrics, and fundraising strategy support.
💰 $5,000+/month — 6-month minimum with a preference of 12 months
What’s Included (Varies by Tier):
- Monthly financial strategy calls and rolling forecast updates
- Scenario planning tied to hiring, growth, or funding shifts
- Board prep and async briefings
- Coaching for finance or operations leads
- Custom dashboards for financial and impact metrics
- Support with fundraising decks and narratives
The Value It Delivers
💵 MONEY
- Translates numbers into actionable insights and funding narratives
- Surfaces risks before they become budget crises
⏱ TIME
- Saves your team hours of spreadsheet wrangling and board prep
- Adds clarity to decision-making across the org
📈 QUANTITY
- Enables confident scaling with clear systems and forecasts
- Offers structure to manage growth, grants, or staff expansion
⭐ QUALITY
- Elevates the quality of board, team, and funder communications
- Strengthens internal alignment around priorities and tradeoffs
Clarity for Continuity
Contingency Planning Support for Mission-Driven Organizations
Who It’s For:
Executive Directors and CFOs navigating potential cuts in government, grant, or fundraising income who want to prepare smart responses before the crisis hits. Ideal for organizations where finance teams are stretched thin or need added capacity for forward-looking modeling.
What It Is:
A 3–4 week project-based engagement designed to help you: - Understand your financial exposure across revenue streams - Model multiple downside scenarios (10–40% cuts) - Map out cost-control options without losing your mission - Prepare internal and board-facing materials to lead with confidence
Deliverables: - 3–4 Financial Scenarios built on your current budget/forecast - Risk Exposure Map across programs and revenue streams - Cost Control Levers Matrix: ranked by impact and feasibility - Mission Continuity Map: what programs/roles are protected vs. at risk - Board/Leadership Summary Deck with talking points and path forward
Timeline: 3–4 weeks from kickoff
Investment: $4,000 – $7,500 depending on scope
Why It Matters: When uncertainty is the norm, clarity is a strategic asset. Clarity for Continuity equips your leadership team with a plan that preserves your values, protects key programs, and prepares your board and staff for calm, confident decisions.
Next Step:
Schedule a no-pressure discovery call to see if this is a fit.