What We Do
Services
Six focused engagements. Start with one, add others as you need them.
Funding Audit
A researched list of grants and funding programs your organization can realistically pursue, with deadlines and next steps.
Read MoreIIGrant Writing
Foundation, private, and government applications written to match funder priorities and compliance requirements.
Read MoreIIICompliance Audit
A clear review of the rules that apply to you, with a practical checklist to stay on track.
Read MoreIVPolicy Briefing
Plain-language analysis of what changed, who it affects, and what your organization should do.
Read MoreVPolicy Research
Independent economic and policy research on the questions shaping your strategy, funding, or advocacy.
Read MoreVIRegulatory Monitoring
Regular updates on new legislation and rules that affect your organization, with what to do about each.
Read More
I
Funding Audit
Find the funding opportunities your organization can actually pursue.
Most organizations don't know how much funding is available to them. Grants, tax credits, and other programs are scattered across federal, state, local, and private sources, each with its own eligibility rules, deadlines, and application requirements. The Funding Audit does that legwork. It starts with a close look at your organization, including your mission, legal structure, size, location, programs, and goals, so that the search targets what you actually qualify for rather than a generic list of opportunities.
The deliverable is a clear, organized report covering every grant, credit, and funding source that fits your organization. Each entry includes the funder, the amount available, eligibility requirements, deadlines, and the effort involved in applying. Opportunities are prioritized so you know where to focus first, separating quick wins from long-term targets. Most clients receive their report within a few days, so you get answers quickly instead of spending weeks searching on your own.
The audit works as a standalone product or as the first step toward a funded application. Once you can see the full landscape, deciding what to pursue becomes much easier. For organizations that want help going after those opportunities, the findings feed directly into grant writing, so nothing from the audit goes to waste.
II
Grant Writing
Applications aligned to funder priorities and compliance requirements.
A strong grant application requires more than good writing. It has to show that your organization's work matches the funder's priorities, that your plan is realistic, and that you can deliver measurable results. Many worthwhile organizations lose out on funding because their applications don't communicate this clearly, or because they lack the time to prepare a proper submission. Grant Writing is designed to fill that gap.
The work starts with a close reading of the funder's guidelines and priorities, followed by a conversation about your programs, goals, and track record. From there, the application is built section by section: the needs statement, project narrative, goals and outcomes, evaluation plan, and budget justification. Everything is tailored to the specific funder rather than adapted from a template, and it is written to be clear, persuasive, and easy for a reviewer to score. Supporting materials and formatting requirements are handled as well, and the final application is delivered ahead of the deadline.
Grant Writing pairs naturally with the Funding Audit. The audit identifies the best opportunities, and the writing turns them into competitive proposals. Foundation and private funding operates on rolling and quarterly schedules, which means there is work available throughout the year, not only during a single application season. Clients can hire help for a single application or across several, depending on their needs and capacity.
III
Compliance Audit
Know the rules that apply to you, with a clear checklist to follow.
Staying compliant is a constant demand for small businesses and nonprofits. Licensing requirements, labor rules, industry regulations, and reporting obligations all change, and a missed renewal or an overlooked filing can lead to fines, delays, or lost funding. Many organizations don't find out where they stand until something goes wrong. The Compliance Audit gives you that answer ahead of time, in a structured form.
The process begins by identifying which requirements apply to your organization based on its industry, location, size, and structure. Those requirements are then compared against your current practices and paperwork. The resulting report lists what you're doing correctly, where you have gaps, and which deadlines are coming up. Each gap comes with a plain-language explanation of the requirement and a recommended fix, ranked by risk and urgency so you know what to address first.
This service is valuable for organizations that have never done a formal review, are entering a new market or program area, or are preparing for a funder's or regulator's scrutiny. It's also closely tied to funding. Many grants require proof of good standing, so an organization that is compliant is better positioned to apply. The audit gives you a documented baseline you can build on and refer back to over time.
IV
Policy Briefing
Plain-language analysis of what changed, who it affects, and what your organization should do.
When a new law, rule, or agency decision is announced, the people affected by it rarely have time to read hundreds of pages of legal text. They need to know what changed, whether it applies to them, and what to do next. The Policy Briefing service answers those questions in a short, readable document, so you can understand a development quickly without needing a background in policy.
A typical brief summarizes the change in plain language, explains who is affected and how, and lays out the practical implications for your organization, including deadlines, costs, and new obligations. It concludes with recommended next steps. The analysis is grounded in the underlying source material, so the brief is accurate as well as concise, and it separates what is confirmed from what is still uncertain or open to interpretation.
Briefings are useful whenever a decision-maker needs to get up to speed fast. They work well for business owners reacting to a new regulation, nonprofit leaders responding to a change in funding rules, and trade associations that need to inform their members. Because regulations at the federal, state, and local levels change throughout the year, this is a service you can call on whenever something new comes up.
V
Policy Research
Clear analysis of regulations, economics, and institutional impact.
Good decisions depend on good information, but policy and economic questions are often hard to research well. Sources conflict, data is scattered, and the material is dense. Policy Research provides careful, well-sourced analysis on the questions that matter to your organization, whether you're preparing a proposal, evaluating a program, responding to a change in the law, or making the case for a position.
Each project begins with defining the question precisely. From there, the research draws on primary sources such as statutes, regulations, agency guidance, and government data, along with credible academic and industry analysis. The findings are organized into a report that presents the evidence, explains what it means, and identifies any limits or uncertainty in the data. The goal is a product you can rely on, with claims that are supported and sources that can be traced.
The results have practical uses. A well-researched analysis can strengthen a grant application, inform a board decision, support advocacy work, or give a small business a clearer view of a market or regulatory environment. Projects can range from a focused question with a short turnaround to a broader study that includes economic or data analysis. In every case, the aim is to turn complicated material into something you can act on.
VI
Regulatory Monitoring
Regular updates on new legislation and rules that affect your organization, with what to do about each.
For organizations in regulated fields, the rules are always shifting, and keeping track of them is a job in itself. New requirements can be proposed, amended, or finalized at any level of government, often with little notice. Regulatory Monitoring takes that job off your plate. It works as an ongoing service that watches the developments relevant to your industry and location and tells you about the ones that matter.
Each cycle, typically monthly, you receive a concise update summarizing new and pending changes, explaining them in plain language, and noting which ones affect your operations. Items are flagged by urgency, so you can quickly tell what needs immediate action and what is simply worth being aware of. Where a change requires a response, such as updating a policy, renewing a license, or adjusting a procedure, the update says so directly. The monitoring is tailored to your situation, so you receive relevant information instead of a general news feed.
The value of the service is that it turns a scattered, easily overlooked task into a dependable routine. Organizations in fields like healthcare, construction, food service, childcare, and finance can avoid surprises and stay ahead of deadlines without dedicating staff time to tracking rules. It also complements the Compliance Audit well. The audit establishes where you stand today, and monitoring helps ensure you stay there as the rules change.
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