SMCGI

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Synergy Management Consulting Group, Inc.
synergy1consulting.com  ·  Nonprofit Specialists
Capacity Building Services
Building
Stronger
Nonprofits.

Expert financial oversight, human capital strategy, and organizational development — delivered by consultants who understand the nonprofit world from the inside out.

100%Nonprofit-focused — every client, every engagement
10+Distinct service areas across finance, HR & strategy
C-SuiteExpertise at a price nonprofits can sustain
📋  Organizational Discovery  ·  Financial Oversight  ·  People Strategy
Fractional CFO  ·  CHRO  ·  COO
Who We Are

A Firm Built Exclusively for Mission-Driven Organizations

Synergy Management Consulting Group, Inc. (SMCGI) was founded on a powerful belief: nonprofits deserve the same caliber of financial and operational leadership as the world's best-run corporations — without paying corporate rates.

We bring seasoned CFO, HR, compliance, and strategic expertise directly to the organizations doing the most important work in our communities. Whether you lead an emerging organization or a mature institution, SMCGI meets you where you are and builds the infrastructure your mission requires.

"To provide exceptional Fractional CFO, CHRO, and COO executive leadership services that empower non-profit organizations and businesses to achieve operational excellence, fiscal responsibility, and sustainable growth."
SMCGI Mission Statement
Service Foundation

Three Pillars of Nonprofit Capacity

Every SMCGI engagement is grounded in the three domains that determine whether a nonprofit survives — and whether it thrives.

01
📊

Financial Leadership & CFO Services

Senior-level financial oversight on a fractional basis. Every dollar tracked, every report accurate, every decision moving the mission forward.

BudgetingAudit ReadinessCash Flow990 SupportReporting
02
👥

Human Capital & HR Strategy

HR systems, policies, and culture that attract great talent, reduce turnover, and keep your organization fully compliant at every stage.

HR PoliciesCompensationComplianceRecruitmentCulture
03
🏗️

Organizational Development & Strategy

Governance frameworks, strategic plans, and operational systems that enable sustainable impact and endure through leadership transitions.

GovernanceStrategic PlanningOperationsBoard Dev.
10+Distinct Service Areas
2Core Pillars: CFO & HR
100%Nonprofit-Only Practice
C-SuiteExpertise, Accessible Rates
FlexFractional · Project · Workshop
Complete Service Portfolio

Comprehensive Support Across Every Dimension of Capacity

End-to-end Fractional Executive Leadership across finance, human resources, governance, compliance, fund development, and strategic operations.

📊
Core Service

Fractional CFO Services

Executive-level financial leadership on your terms — strategic oversight, reporting, and fiscal discipline that funders expect and boards require.

Financial statement preparation
Budget development & monitoring
Cash flow forecasting
Audit preparation & coordination
Grant financial reporting
IRS Form 990 support
Finance committee facilitation
Internal controls assessment
Multi-year financial modeling
Financial policy development
👥
Core Service

Strategic HR Consulting

People strategy built for mission-driven organizations — HR infrastructure that enables you to recruit aligned talent and sustain impact over time.

HR policy & handbook development
Compensation benchmarking
Recruitment strategy
Onboarding program design
Performance management systems
Staff development planning
HR compliance audits
Benefits administration guidance
Workplace culture assessment
Leadership coaching
🏛️
Governance

Board Governance & Development

Equipping boards with frameworks, financial literacy, and tools to fulfill fiduciary responsibilities and lead with confidence.

Board financial literacy workshops
Fiduciary responsibility training
Finance committee support
Board policy & bylaw review
Board recruitment & onboarding
Executive committee coaching
📈
Financial Planning

Financial Sustainability Planning

Comprehensive financial sustainability plans including diversified revenue strategies, reserve policies, and long-range modeling.

Revenue diversification strategy
Reserve fund policy development
Endowment & planned giving support
Earned revenue feasibility
Long-range financial modeling
Financial risk assessment
⚖️
Compliance & Risk

Compliance & Risk Management

Comprehensive compliance reviews across financial, employment, and regulatory domains — identifying vulnerabilities before they become crises.

Financial compliance review
Grant compliance management
Employment law compliance audits
Internal audit preparation
Risk register development
Insurance & liability guidance
🤲
Fund Development

Fund Development Support

The financial backbone of fundraising — grant budgets, financial narratives, and case materials that give funders confidence and win grants.

Grant budget development
Financial narrative for proposals
Funder reporting support
Annual report financial prep
Donor stewardship materials
Campaign financial modeling
🧭
Strategy

Strategic Planning Facilitation

Strategic planning that integrates vision with financial realism — producing actionable, fully costed plans leadership can actually execute.

Strategic planning facilitation
Mission & vision alignment
Theory of change development
Financial feasibility analysis
KPI & dashboard frameworks
Annual planning cycle support
⚙️
Operations

Operational Infrastructure & Systems

Administrative, technological, and procedural infrastructure that lets nonprofits operate at scale without sacrificing accountability.

Accounting system optimization
HRIS selection & support
Payroll systems review
Policy documentation
Process mapping & improvement
Technology & tools assessment
🎓
Training

Capacity Building Workshops

Targeted training for nonprofit leaders, staff, and board members covering financial management, HR fundamentals, and compliance best practices.

Nonprofit Finance 101
Budget building bootcamps
HR compliance training
Board financial literacy
Staff financial wellness
Cohort-based group trainings
🌱
Culture & Equity

DEI Integration & Culture Strategy

Embedding diversity, equity, and inclusion into HR systems, compensation practices, and workplace culture in substantive, sustainable ways.

DEI assessment & roadmap
Equitable compensation analysis
Inclusive recruitment practices
Cultural competency frameworks
Board diversity strategy
Staff engagement initiatives
How We Work

Flexible Engagement Models

Three distinct engagement structures — designed to meet the unique timing, budget, and complexity of every client relationship.

Ongoing Support

Fractional Leadership

  • Dedicated fractional CFO or HR Director embedded in your team
  • Defined monthly hours scaled to organizational need
  • Ongoing access to senior-level expertise
  • Full integration with staff, board & committees
  • Continuity and trusted partnership over time
Best for organizations without a dedicated CFO or HR Director seeking sustained executive-level support.
Scoped Deliverables

Project-Based Fractional Executive Leadership

  • Targeted engagement with defined scope & outcomes
  • Fixed fee with transparent deliverables and timelines
  • Audits, budget builds, HR handbooks, strategic plans
  • No long-term commitment required
  • Eligible for capacity-building grant funding
Best for organizations facing a specific challenge, milestone, or compliance deadline.
Group Learning

Workshops & Cohort Training

  • Custom workshops for nonprofit cohorts or staff groups
  • Budgeting, HR compliance, financial literacy topics
  • In-person, virtual, or hybrid formats available
  • Practical, grounded in real nonprofit context
  • Ideal for foundations building grantee capacity
Best for funders and intermediaries investing in capacity of multiple nonprofits simultaneously.
Our Approach

How Every Engagement Begins

A disciplined five-step process ensuring we understand your organization deeply before recommending anything.

🔍
1

Discovery

Comprehensive assessment of financial, HR, and operational state

🗺️
2

Diagnosis

Identify gaps, risks, and priority areas requiring attention

📋
3

Roadmap

Custom plan with clear deliverables, timelines, and metrics

4

Implementation

Hands-on execution alongside your team — building systems that last

📊
5

Stewardship

Ongoing monitoring and knowledge transfer for self-sufficiency

Why SMCGI

What Sets Us Apart

There is a shortage of consultants who truly understand the nonprofit operating environment — and build their entire practice around it.

🎯

100% Nonprofit Focus

Every framework, template, and recommendation is calibrated for the nonprofit operating environment — not adapted from a corporate model.

🔗

Integrated CFO + HR Model

Financial health and people strategy are inseparable. SMCGI addresses both simultaneously — ensuring workforce strategy aligns with financial sustainability.

🏆

C-Suite Expertise, Accessible Rates

Our consultants have held CFO and CHRO roles inside nonprofits — that depth of experience at a fractional cost every budget can sustain.

🤲

Capacity Transfer, Not Dependency

Every engagement includes knowledge transfer and documentation so your organization becomes more self-sufficient over time — not more reliant on outside consultants.

📍

Community-Embedded Perspective

Our consultants are deeply familiar with local funding landscapes, regulatory requirements, and community dynamics — context that national firms cannot replicate.

Responsive & Relationship-Driven

You will always know your SMCGI consultant by name. Intentionally small client rosters ensure responsiveness, continuity, and genuine long-term trust.

Ready to Build
Something Stronger?

SMCGI offers a complimentary discovery conversation to assess where targeted capacity-building support can make the greatest impact for your organization.

Websitesynergy1consulting.com
Core ServicesCFO · HR · Strategy · Compliance
Who We ServeMission-Driven Nonprofits
Schedule a Discovery Conversation
SMCGI
Synergy Management Consulting Group, Inc.  ·  © 2026 All Rights Reserved
synergy1consulting.com

Ready to elevate your organization?

Let's discuss how SMCGI can help you achieve your goals.

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Synergy Management Consulting Group, Inc.

Synergy Management Consulting Group, Inc. (SMCGI) is a certified Minority Business Enterprise headquartered in Miami, Florida and a Miami-Dade County Certified Small Business Enterprise, providing Fractional CFO, CHRO, COO, and Accreditation executive leadership services to non-profit organizations and businesses.

MBE CertifiedMiami-Dade SBESHRM-SCP

© 2026 Synergy Management Consulting Group, Inc. All rights reserved.

Expertise. Commitment. Value.