Sustainable Growth and Impact
From our first conversation to your long-term achievements, we walk alongside you, guiding your organization to scale sustainably and amplify the difference you make.
Fractional CFO & Accounting Partnership
For growing nonprofits, a strong financial strategy is essential. Panoramic Strategy offers outsourced CFO, accounting, and bookkeeping services, providing the expertise and strategic insight to connect your mission with your numbers.
We help you build sustainable systems and uncover opportunities, empowering your leadership with data-driven decisions for lasting impact.
Our Financial Strategy services include:
Strategic Financial Services
We are your trusted financial partner to guide decisions through data-driven analysis, resource alignment, and helping leadership stay focused on sustainable growth and impact.
Financial Reporting, Accounting, and Bookkeeping
When bookkeeping, accounting, and CFO services are all seamlessly integrated, financial data becomes organized, timely, and infused with clear narratives that connect mission, impact, and growth. Just as importantly, leaders have the peace of mind that someone is always watching the numbers.
Budgeting and Forecasting
With Panoramic Strategy as your partner, budgets and forecasts become planning tools for empowerment—helping teams focus, prioritize, and act with greater speed to sustain long-term impact in their communities.
Strategic Planning & Implementation
Most strategic plans fail due to a lack of clarity, disconnect from reality, or inability to inspire action. At Panoramic Strategy, we transform this by fostering collaborative partnerships that deliver real results.
Together, we’ll define your future aspirations, set ambitious goals, and create actionable steps to bring your plan to life, supporting you every step of the way.
Our Strategic Planning services include:
Strategy Roadmaps and Vision
Create a roadmap for the future that inspires the entire organization, with logic and measurement that helps everyone to take bold steps forward as a motivated team who are ready to see it through.
Implementation and Accountability
Make a plan and stick to it. We walk alongside you every step of the journey, bringing our real world expertise, knowledge, and experience as a guide to make life easier as we get the work done together.
Market Research and Insights
Listen deeply to the people who are at the heart of your mission, which empower organizations to take ownership of their impact and make data-driven decisions.
Community Planning and Visioning
Bring people and organizations together to imagine what’s possible, with a clear picture of the future and practical next steps everyone can get behind.
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 marketing, brand, and community engagement. Because of this, our fundraising has also grown significantly over the last year.
David Waren
David Waren
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 scale farther than ever before.
Matthew Goldstein
Matthew Goldstein
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 without David’s help, I’m confident that the process to get here would not have been as quick, efficient, smooth..nor as fun! He truly has all the skills that are needed to make a challenging process like this happen.
Audrey Tuckerman
Audrey Tuckerman
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.
The problem was that we couldn’t seem to get lay leaders and professionals to come to a decision.
David was able to come in and not only help us come to a unanimous ‘yes’ decision to integrate, but also help us with all the behind-the-scenes strategy—including the organizational chart, the budgeting, the legal structure, and even advising our new CEO.
Jonathan Hoffer
Jonathan Hoffer
Clarity is
key to progress.
We bring a clear vision to the future, guiding our clients with precision and foresight to achieve their most ambitious goals. We deliver measurable, impactful results that empower organizations through success and sustained growth.
Our Community of Partnerships
