How it works

A clear, three-step engagement

No surprises. Responsibilities, deliverables and fees are agreed in writing before work begins — whether you need a single service or ongoing fractional CFO support.

  1. 01

    Understand the organization

    We discuss your mission, current financial operations, board reporting and the concerns that need attention first.

  2. 02

    Agree on the right support

    Together we define scope, deliverables, required information, timeline and fees in a written engagement agreement.

  3. 03

    Deliver and improve

    The agreed work is completed, findings and next steps are discussed, and ongoing support is established where needed.

Engagement options

Choose the level of support you need

Focused

A single service

Engage NayanaGiving for one defined piece of work — such as bookkeeping clean-up, filing support, a control review or a process redesign.

  • Defined scope and deliverables
  • Fixed timeline
  • Fees agreed in advance
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Before your first call

What to prepare

You don't need everything polished — a rough overview is enough to get started.

Organization overview

Your mission, size, programs and who is involved in finance today.

Current accounting arrangements

Who keeps the books, which systems you use and how up to date things are.

Main challenges

What's causing concern — late filings, unclear reports, controls, workload.

Upcoming requirements

Board meetings, year-end, audit or filing deadlines on the horizon.

Privacy: please don't send banking credentials, donor data or tax documents through ordinary email. A secure sharing method is agreed once an engagement begins.

Start with step one

Book a conversation to discuss your organization's mission, current financial operations and immediate concerns.

Book a call