Our Services

Fractional CFO & Accounting Partnership

Financial Strategy is about aligning your financial decisions with the bigger picture. We’ll help you design a practical roadmap to financial strength and act as your partner every step of the way.

Strategic Planning & Implementation

We craft strategic plans that are clear, adaptable, and mission-focused, giving you a living framework that grows with your organization and drives lasting impact.

We center every decision on driving meaningful change.

We guide clients with precision and foresight, using data at every stage of the process to create rigorous logic to make hard, important choices for the organization’s future. We deliver measurable results and actionable roadmaps that empower organizations to grow, succeed, and sustain impact over time.

The Power of Our Partnerships

100+

We’ve collaborated with 100+ organizations, from nonprofits to social enterprises, helping them grow, innovate and thrive.

30+

Panoramic Strategies has worked with clients across 30+ states, bringing financial and strategic expertise nationwide.

$1B

Collectively, our clients manage over $1 billion in revenue annually and $3 billion in assets, reflecting the scale and ambition of organizations we serve

What Panoramic created for us is not just a strategic plan that sits on a shelf and is taken out once a year.

It’s a living document that has been guiding us daily since its creation through the Federation’s most important priorities and strategies. And with Panoramic’s additional guidance and expertise, we’ve also been able to launch major initiatives in all areas prioritized in our plan – including with our...

David Waren

CEO, The Jewish Federation of Greater Hartford

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Panoramic is not only our CFO but a true thought partner for Besa.

Panoramic’s helped us meet (and surpass) our $1 million capital campaign goal, double our team size, manage our audits and reviews, and even get our PPP loan through twice. Having them on our side has allowed us to go further faster, be more intentional, and show up for our team, ultimately allowing us to...

Matthew Goldstein

CEO, BESA

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An Integration between the Federation and the Foundation

Nothing like what we were considering – an integration between the Federation and the Foundation – had been done before. So, needless to say, we had quite the challenge ahead of us. Despite the challenge, it’s now been 3 years and 1 successful integration later…and...

Audrey Tuckerman

Board Chair, JewishColumbus

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Unanimous 'Yes': Integrating for Greater Impact

When both the Jewish Federation and the Jewish Community Foundation of Greater Phoenix had spent years having less impact than we knew they were capable of, we began looking into solutions like integrating the two organizations.

...

Jonathan Hoffer

CHAIR OF THE INTEGRATION TASK FORCE

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Get In Touch

We turn your vision into reality. Connect with us today to start building the strategy that will take your organization to new heights.

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