Who We Are

We seek to
learn & innovate.

We were founded on a simple, powerful question: How do you take risk when the reward isn’t financial?

Our Mission

Guiding organizations to accelerate sustainable impact by driving financial strength, strategy, and a relentless pursuit of mission.

Our Values

Service

Optimism

Curiosity

Collaboration

Impact

Our Approach

A clear and exciting path forward

Our work together will begin by asking thoughtful questions and getting to know your organization deeply – demonstrating our commitment to true partnership and active listening.

Turning big ideas into smart, achievable plans

From there, we turn our full attention to your financial and strategic priorities. We understand the delicate balance between being aspirational about the future and staying grounded in logic, data, and strategic focus — building plans that are bold and get your team to clearly see the achievable path forward.

Mapping the way forward with clarity and confidence

A strong roadmap for the future, rooted in reliable financial and operational insights, gives your entire team the confidence to take the first steps forward. By staying with you every step of the way, we empower our partners to turn vision into reality — and make an even bigger difference in people’s lives every day.

A clear and exciting path forward

Our work together will begin by asking thoughtful questions and getting to know your organization deeply – demonstrating our commitment to true partnership and active listening.

Turning big ideas into smart, achievable plans

Mapping the way forward with clarity and confidence

Our Story

Markers on the Path to Impact

We began our journey over a decade ago with the simple question, “How do you take risk when the reward isn’t financial?”

We set out to provide the solutions that answer this challenge for nonprofits, social enterprises, Foundations, and associations.

Our Story

Balancing Clarity, Strategy, and Vision

As our services and team expanded, we learned that organizations deeply appreciate the balance of financial clarity, strategic focus, and the ability to articulate the future in terms that professional and lay leaders understand.

Our Story

Driving Impact Across Six States

Today, our team across six states is incredibly fortunate to work with so many of the nonprofits, social enterprises, foundations, and associations that we have personally admired in our communities. Our collective experience across sectors within the purpose driven ecosystem, deep relationships with our clients, as well as our team approach sets us apart in a world that is moving faster than ever.

Our Story

Proud Partners to Changemakers Nationwide

Today, our growing team is incredibly fortunate to work with 100+ nonprofits, social enterprises, foundations, and associations across 30+ states that we personally admire in our communities.

Our Story

Committed to Doing Good

Since our founding in 2017, Panoramic Strategy has been dedicated to helping organizations that are committed to doing good in the world. We began by providing outsourced CFO services but quickly expanded our offerings to include full-scale strategic planning and change management solutions, recognizing a greater need among our clients for holistic support.