Our Approach

You have a vision. We enable you to implement it. You have a mission and a strategy. We make it happen. You are fixing our community and the world. We guide you in transforming your people, products, and processes to attain that dream.

Our Story

William Welch began 30 years ago supporting large companies to invigorate state and federal children’s health care. He evolved to support local communities to make a real impact. As time went on, he added Nancy Rosenbaum, Cynthia Couch, and other experts who have a strong desire to assist non-profits. Our team is friendly, helpful, and full of expertise. Each of us has 20 to 36 years of experience supporting companies, improving their processes, and uplifting their people.

Your Vision 

Do you dream of running an organization filled with engaged, invested, high-performing employees? We help you build your vision, mission, and values into a living strategy to attain your goals. We empower your leadership with governance and executive decision-making best practices and help you implement every aspect of your vision.

Your Processes and People

As a business leader, going from aspiration to actuality is difficult. Leaders and employees of nonprofit organizations are pulled in different directions to fulfill their positions’ obligations. We help you formulate compliant, valuable systems and processes. We empower your vision with stakeholder leadership and buy-in, including prospects, constituents, donors, recipients, clients, staff, community, and vendors.

Your Clients and Community

Effective communication is how you get people behind your cause, raise awareness, engage volunteers, stimulate giving, access donors, and, most importantly, connect with your community and the world. We drive your communication strategy from websites to events to newsletters and mailings, and we enliven your grant and fundraising efforts, including products and services.

You only control that which you know. To assist you in gaining the knowledge you need to have to function at the highest level, we build status reports from carefully crafted budgets and revenue pipelines. You see your world via your unique key performance indicators and dashboards. We streamline your administration with efficient best practices applicable to your size and scope. We develop mechanisms to understand better cash flow and expenses to meet your goals.

How We Help

  • Serve as a fractional Chief Operating Officer
  • Serve as a fractional Chief Financial Officer
  • Support governance from the board down
  • Provide legal analysis and contract and project management services
  • Provide temporary office management services, including executive assistant services
  • Identify key stakeholders and engage them
  • Spearhead the development of your organization’s vision and long-term strategy plan
  • Create an executive vision
  • Recruit great staff
  • Contract financial audits and design best practices
  • Design benefit packages
  • Manage finances from budgets to accounting to investment analysis
  • Design and manage databases and Client Relationship Management (CRM) systems
  • Design business processes and project management systems